Tyler, TX Old Jacksonville Hwy 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

5234 Old Jacksonville Hwy, Suite 120

Tyler TX 75703-3376

Advisors at this office

3

Advisors at this office

Christopher I

Series 66

Tyler, TX

Edward Jones

Christopher Ivey is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 16 years at EHI Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Retirement income strategy Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Aaron M

CFP®, ChFC®, Series 63

Tyler, TX

Edward Jones

Cade Milligan is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Regional Financial Representative at Texas Horace Mann INC. from 2022 to 2023, and as a Financial Advisor at Northwestern Mutual Wealth Management from 2020 to 2022. Cade focuses on partnering with clients through a disciplined process to develop personalized financial plans aimed at providing confidence and peace of mind. He emphasizes the importance of mutually constructed plans to help clients implement effective financial practices and behaviors that support their personal financial goals. Cade holds an Arkansas Insurance License, which supports his work in the financial services industry.

Wealth management Financial Professional

Bryan W

Series 66

Tyler, TX

Edward Jones

Bryan White is a Series 66-licensed advisor with Edward Jones in Tyler, Texas, with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent 21 years at Avaya Inc. He serves as Board President of Cal's Pals Inc, a nonprofit organization based in Lindale, Texas. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and affiliated investment products supported by a national network of more than 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
View complete list of advisors at this office
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