Streator, IL E Main St 1st Flr 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
303 E Main St 1st Flr
Streator IL 61364
Advisors at this office
3
Advisors at this office
Kevin D
Series 63, Series 66
Streator, IL
Edward Jones
Kevin Dean is a financial advisor with Edward Jones in Streator, Illinois, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he occasionally coaches group CrossFit classes and co-manages a family farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Benjamin H
ChFC®, Series 66
Streator, IL
Edward Jones
Benjamin Hiltabrand is a financial advisor with Edward Jones in Streator, IL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including five years at Owens-Illinois, Inc. Prior to joining Edward Jones in 2019, he worked in the corporate sector. Outside of his advisory role, he serves on several local boards, including the Streator Police Pension Board as Vice President, the Streator High School Foundation, and the St. Michael the Archangel School Athletic Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Brett D
Series 66
Streator, IL
Edward Jones
Brett Davis is a financial advisor at Edward Jones in Streator, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Constellation for five years and has professional experience in the hospitality sector. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
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