Tucson, AZ 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
Tucson AZ
Advisors at this office
3
Advisors at this office
Michael J
Series 63, Series 66
Tucson, AZ
Edward Jones
Michael Jackson is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at First Republic Bank and JPMorgan Chase Bank. Outside of his advisory work, he operates a freelance art business focused on apparel graphics and serves as a part-time high school assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated financial products. The firm is known for its extensive advisor and branch network, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.
Kimberly B
Series 66
Tucson, AZ
Edward Jones
Kimberly Blaylock is a financial advisor at Edward Jones with four years of industry experience. Her prior roles include positions at Ernst & Young and Georgetown University. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.
Mark O
Series 63, Series 66
Tucson, AZ
Edward Jones
Mark Oda is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he serves on the board of Youth for Change, a church-related organization, and has authored a novel published on Amazon Kindle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides various portfolio management services, including tax-efficient solutions and alternative investment options.
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