Twin Falls, ID Eastland Drive 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
1031 Eastland Drive Suite 3
Twin Falls ID 83301
Advisors at this office
3
Advisors at this office
Annika S
Series 66
Twin Falls, ID
Edward Jones
Annika Sturgill is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has held previous roles in education and hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Jeffrey F
Series 66
Twin Falls, ID
Edward Jones
Jeffrey Freckleton is a financial advisor with Edward Jones in Twin Falls, Idaho, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is involved with the Twin Falls School District as a public address announcer and coach for Canyon Ridge High School basketball. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
Robert S
CFP®, Series 63
Twin Falls, ID
Edward Jones
Robert Sturgill is a CFP®-designated financial advisor with Edward Jones in Twin Falls, ID, where he has worked since 1996. He has 29 years of industry experience. Outside of advising, he is a managing member of two family-related businesses involved in office rental and farming. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large network of advisors and branch offices, and provides additional services such as tax-efficient investing and securities-based lending.
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