Vancouver, WA SE 24th St 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
16508 SE 24th St Suite 101
Vancouver WA 98683
Advisors at this office
3
Advisors at this office
Michael E
Series 66
Vancouver, WA
Edward Jones
Michael Eckhardt is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at Edward Jones in Vancouver, WA, having joined the firm in 2025 following a 13-year tenure at Bank of America (Merrill Lynch). 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 under management through a network of roughly 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.
Alan R
Series 66
Vancouver, WA
Edward Jones
Alan Richey is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fisher Investments for nine years and has been with Edward Jones since 2013, including a recent return in 2026. Outside of his advisory work, he is also a driver for a private for-hire service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.
Mark M
CFP®, Series 63, Series 66
Vancouver, WA
Edward Jones
Mark Miller is a CFP® professional with 17 years of industry experience, currently advising clients at Edward Jones since 2010. Based in Vancouver, WA, he holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard across its advisory programs.
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