Waycross, GA 2000 Plant Avenue 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
2000 Plant Avenue
Waycross GA 31501
Advisors at this office
3
Advisors at this office
Daniel B
ChFC®, Series 66
Waycross, GA
Edward Jones
Daniel Bennett III is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Outside of his advisory role, he serves as chairman of the finance committee for the First Baptist Church of Blackshear, GA. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Van H
ChFC®, Series 63, Series 66
Waycross, GA
Edward Jones
Van Higginson Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he is involved in farming, managing a 25-acre farm in Blackshear, GA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.
Hannah C
Series 66
Waycross, GA
Edward Jones
Hannah Crosby is a Series 66 licensed financial advisor with Edward Jones, based in Waycross, GA. She has been with Edward Jones since 2018 and has five years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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