Stephenville, TX Sen Robert J Glasgow Loop 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
2581 Sen Robert J Glasgow Loop
Stephenville TX 76401-1601
Advisors at this office
3
Advisors at this office
Bland H
Series 63, Series 66
Stephenville, TX
Edward Jones
Bland Harper is a financial advisor at Edward Jones in Stephenville, TX, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Bradley H
Series 66
Stephenville, TX
Edward Jones
Bradley Horry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has prior experience at FarmOp Capital and Lone Star Ag Credit. Outside of his advisory work, he owns a farm operation focused on recreational performance horses and roping cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial solutions, supported by a large nationwide network of advisors and branch offices.
Joseph A
Series 63, Series 66
Stephenville, TX
Edward Jones
Joseph Altebaumer Jr. is a financial advisor with Edward Jones in Stephenville, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member of the Middle Trinity Groundwater Conservation District, which focuses on conserving water resources across a four-county area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.
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