Torrington, WY Main Street 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
2008 Main Street
Torrington WY 82240
Advisors at this office
4
Advisors at this office
Kyle N
Series 66
Torrington, WY
Edward Jones
Kyle Nighswonger is a financial advisor with Edward Jones in Torrington, WY. He holds a Series 66 designation and has over 11 years of experience, including prior work at First State Bank, a division of Glacier Bancorp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Misty K
Series 66
Torrington, WY
Edward Jones
Misty Kaufman is a financial advisor at Edward Jones in Torrington, Wyoming, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Kaufman is involved in local business activities including ownership of a trucking company and managing rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Ryan Y
Series 66
Torrington, WY
Edward Jones
Ryan Yung is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Bloedorn Lumber Company. Outside of his advisory role, Ryan owns an alfalfa farm in Torrington, WY. 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 over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions.
Katherine M
CFP®, Series 66
Torrington, WY
Edward Jones
Katherine Myers is a CFP® and Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked at Jerilea Phillips CPA LLC and KMM Tax & Business Solutions. In addition to her advisory role, she owns a hay farming operation in Torrington, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of advisors and branch offices.
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