Tyler, TX Dominion Plz Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Based on Edward Jones

Occupation focus

Retired Founder/Business Owner Executive

Based on Edward Jones

Location

1397 Dominion Plz Suite 130

Tyler TX 75703-1027

Advisors at this office

5

Advisors at this office

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Kyle C

Series 66

Tyler, TX

Edward Jones

Kyle Childress is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Edward Jones since 2013, with intervals of unemployed or traveling periods and brief employment in employee benefits consulting and at Threlked & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across diverse client types. The firm manages approximately $1.01 trillion in assets under management, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and other investment services through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Randall C

CFP®, Series 63

Tyler, TX

Edward Jones

Randall Childress is a CFP® professional with 34 years of experience in the financial industry, currently affiliated with Edward Jones since 1991. He serves on the Board of Directors for Bethesda Clinic and is Chairman of the Board for the Trinity Mother Francis Hospital Foundation, both located in Tyler, TX. Childress is also an author and owner of investments in oil and gas as well as regional recovery and rental businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner

Richard S

Series 63, Series 65

Tyler, TX

Edward Jones

Richard Smith is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 2010, based in Tyler, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Grant C

Series 66

Tyler, TX

Edward Jones

Grant Childress is a financial advisor with Edward Jones in Tyler, TX, holding the Series 66 designation and five years of industry experience. Prior to Edward Jones, he worked at BSK Health Partners, Rack Performance, DW Energy Group, and participated in a study abroad program. He serves on the board of Junior Achievement of Tyler, contributing to committees focused on investments, financial literacy programs, and charity events for students. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and managed solutions through a nationwide network of financial advisors and offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning Retired Founder/Business Owner Executive
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Brandon D

Series 66

Tyler, TX

Edward Jones

Brandon Downs is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Gollob, Morgan, Peddy, and Co, PC from 2015 to 2017. He is based in Tyler, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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