Springfield, IL Old Jacksonville Rd Office
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Edward Jones
Institution
Firm-wide stats for Edward Jones
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
Based on Edward Jones
Location
2815 Old Jacksonville Rd, Suite 104
Springfield IL 62704-6481
Advisors at this office
3
Advisors at this office
Trevor A
Series 66
Springfield, IL
Edward Jones
Trevor Anslyn is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation and bringing six years of industry experience. His prior work includes roles at Pruco Securities LLC, Konica Minolta, and Wells Fargo. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Michelle E
Series 66
Springfield, IL
Edward Jones
Michelle Eads is a Series 66 licensed financial advisor with Edward Jones in Springfield, IL, where she has worked since 2017. She has nine years of industry experience, including four years with ICW Group Insurance Companies prior to joining Edward Jones. 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, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
Brandon R
Series 66
Springfield, IL
Edward Jones
Brandon Reichart is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years at Breakthru Beverage Illinois. 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 advisory programs and strategies, supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.
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