Tucson, AZ E Tanque Verde Rd 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
7391 E Tanque Verde Rd
Tucson AZ 85715-3475
Advisors at this office
3
Advisors at this office
John O
Series 66
Tucson, AZ
Edward Jones
John O'Neill is a Series 66 licensed financial advisor with Edward Jones in Tucson, AZ, where he has worked since 2016. He has a decade of industry experience. 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 large network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Joseph M
Series 66, Series 65
Tucson, AZ
Edward Jones
Joseph Maillard is a financial advisor with Edward Jones in Tucson, AZ, holding Series 66 and Series 65 credentials and six years of industry experience. He previously worked at La Serpe Asset Management, LLC and December Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kenneth B
CFP®, Series 63
Tucson, AZ
Edward Jones
Kenneth Blanchard is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Edward Jones in Tucson, AZ. He has been with Edward Jones since 2001, including his current tenure beginning in 2023. Outside of his advisory work, he serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.
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