Tahlequah, OK E Downing St 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
400 E Downing St
Tahlequah OK 74464
Advisors at this office
4
Advisors at this office
Dylan P
Series 66
Tahlequah, OK
Edward Jones
Dylan Parish is a financial advisor at Edward Jones in Tahlequah, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, Dylan worked in various roles including positions at a local bank and the Cherokee Nation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Steven W
Series 63, Series 66
Tahlequah, OK
Edward Jones
Steven Worth is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Worth consults on products and marketing for SKATECH Inc Fireworks. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Anita T
Series 66
Tahlequah, OK
Edward Jones
Anita Thompson is a financial advisor with Edward Jones in Tahlequah, Oklahoma, holding a Series 66 license and seven years of industry experience. She has been with Edward Jones since 2018 and has also provided consulting services to Connors State College. Outside of advising, she operates a small vintage item resale business on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.
Jeremy M
Series 66
Tahlequah, OK
Edward Jones
Jeremy Mc Clure is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various pharmaceutical companies prior to joining Edward Jones in 2022. Outside of his advisory role, he is the sole owner of Lummy's Ideas LLC, which holds licensing rights to a sports app in Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.
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