Tipton, IN E Jefferson 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
425 E Jefferson St
Tipton IN 46072-1915
Advisors at this office
4
Advisors at this office
Kurt H
CFP®, Series 66
Tipton, IN
Edward Jones
Kurt Hare is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Tipton, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Neal Y
Series 66
Tipton, IN
Edward Jones
Neal Young is a financial advisor with Edward Jones in Tipton, IN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background in academia, having worked at Ohio Northern University, Covenant College, and Goshen College. Outside of his advisory role, Neal coaches 6th grade basketball for the Hamilton Heights School Corporation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Samuel C
Series 66
Tipton, IN
Edward Jones
Samuel Caley is a financial advisor at Edward Jones in Tipton, Indiana, with two years of industry experience. He holds a Series 66 designation and previously worked at Lifetime Financial Growth, Guardian, and Park Avenue. Outside of finance, he has experience in education roles at Indian Valley High School and Claymont City Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a nationwide network of financial advisors and branch offices.
Jason H
Series 63, Series 66
Tipton, IN
Edward Jones
Jason Hare is a financial advisor with Edward Jones in Tipton, Indiana, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hare serves as an assistant football coach for Tipton Community School Corporation and is a board member and chairman of the finance and grant making committees at the Tipton County Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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