Victoria, TX 4800 N Navarro St Office

Team
Updated today
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Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,153 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

4800 N Navarro St Suite 200

Victoria TX 77904

Advisors at this office

7

Advisors at this office

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Stephen K

Series 66

Victoria, TX

Edward Jones

Stephen Koch is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones both from 2015 to 2019 and again since 2023. His background includes roles at Redwood Software and ADP. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Kenneth F

Series 66

Victoria, TX

Edward Jones

Kenneth French is a Series 66-licensed financial advisor with Edward Jones in Victoria, TX, where he has worked since 2013. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Syndal M

Series 66

Victoria, TX

Edward Jones

Syndal Morris is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, Syndal worked in corporate roles at Academy Sports & Outdoors and briefly operated a fitness-related business. Outside of advising, Syndal is involved with the Alzheimer's Association as a member and teaches group fitness classes at the YMCA in Victoria, 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 solutions, supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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

Series 66

Victoria, TX

Edward Jones

Rhonda Meek is a Series 66-licensed financial advisor with Edward Jones in Victoria, TX, and has 15 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is a nominal partner in a family farming and ranching business. 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 options supported by a large nationwide network of advisors and branch offices.

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

Series 66

Victoria, TX

Edward Jones

Mykael Salazar is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Formosa Plastics Corp. for nine years and held positions at INFINITY/Wood Group and Bugmobiles Pest & Termite. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Ashley F

Series 66

Victoria, TX

Edward Jones

Ashley French is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Speedy Stop Food Stores/CL Thomas LLC from 2015 to 2018. French holds the Series 66 designation. 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 broad range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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Tammy H

Series 66

Victoria, TX

Edward Jones

Tammy Hicks is a financial advisor at Edward Jones in Victoria, TX, holding a Series 66 designation. She has been with Edward Jones since 2020, including her current role starting in 2025. 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 and offers a range of advisory programs, 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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