Spokane, WA Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Edward Jones is a full‑service wealth management firm that serves more than four million individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension/profit‑sharing plans, corporate clients and charitable organizations. The firm operates an SEC‑registered advisory program (the Edward Jones Investment Advisory Program) and reported approximately $1.01 trillion in AUM, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

The firm offers both discretionary and non‑discretionary wrap fee strategies (Managed Solutions, Custom Managed Solutions, FA Managed and Client Directed), access to separately managed accounts (SMAs), and affiliated mutual funds and a proprietary money market fund managed by an affiliate. Edward Jones provides overlay and tax‑efficient services (including a tax‑loss harvesting offering), pilots a Multi‑Year Transition Service and an Alternative Investments pilot for Custom Managed Solutions, and operates under a fiduciary standard when providing its advisory services.

Compared with many peers in the institutional category, Edward Jones is notable for its very large retail advisor and branch footprint and for maintaining affiliated capabilities beyond advisory services — including a trust company, affiliated mutual funds available primarily in its advisory programs, and a securities‑based lending option. The firm also recently updated its practices to vote client proxies for all strategies and highlights several program‑specific features and limitations (for example, eligibility rules for certain affiliated funds, SMA implementations and pilots) that clients should review in the firm’s regulatory brochure.

Based on Edward Jones

Expertise

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

Spokane WA

Advisors at this office

7

Advisors at this office

Jordan M

Series 66

Spokane, WA

Edward Jones

Jordan Moody is a Series 66-registered financial advisor with Edward Jones in Spokane, WA, and has two years of industry experience. Prior to joining Edward Jones, Moody worked at the College Success Foundation for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management General estate planning guidance Inheritance planning Dentist Women Professionals
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Alec W

Series 66

Spokane, WA

Edward Jones

Alec Wilson is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Edward Jones since 2019 and prior to that spent two years with Axe Bat. Alec's work history also includes roles with the City of Mercer Island, City of Kirkland, Kent School District, Friends of Hoop, and Spokane Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua B

Series 66

Spokane, WA

Edward Jones

Joshua Barthell is a financial advisor with Edward Jones in Spokane, WA. He holds the Series 66 designation and has one year of industry experience, including prior work at Northwestern Mutual. Outside of finance, he worked in the food service and retail sectors during his college years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Steven W

Series 66

Spokane, WA

Edward Jones

Steven Wright is a Series 66 credentialed financial advisor with Edward Jones, based in Spokane, WA. He has 11 years of industry experience and has been with Edward Jones since 2014. Outside of advisory work, he is an owner of an ecommerce business, Hatch Road Supply, LLC, and a partner in Choice Family Health Clinics LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Nathan A

Series 66

Spokane, WA

Edward Jones

Nathan Adams is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Stalyon Inc. for four years. Adams serves on the Finance Council of Trinity Catholic School in Spokane, WA, assisting with fundraising and budgeting efforts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Executive Professional Athlete

Ted T

Series 63, Series 66

Spokane, WA

Edward Jones

Ted Thomas Jr. is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved as a sales consultant for wellness products through Nikken. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of managed account strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard with a large nationwide network of advisors and branches.

General retirement planning Retired Founder/Business Owner Executive

Michelle C

Series 66

Spokane, WA

Edward Jones

Michelle Courson is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive
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