Westfield, NJ Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,159 offices

Location

251 North Ave W Suite 301

Westfield NJ 07090-1499

Advisors at this office

5

Advisors at this office

Jayson A

CFP®, Series 66

Westfield, NJ

Edward Jones

Jayson Astel is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is involved in overseeing operations for a small business startup focused on an indoor playground and manages related project and cash flow activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Nilesh P

Series 66

Westfield, NJ

Edward Jones

Nilesh Patel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Mini Circuits for five years and Chemetall, part of BASF, for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner Intergenerational Families
user avatar

Gabriel E

Series 66

Westfield, NJ

Edward Jones

Gabriel Eriksson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked in mortgage roles at Wells Fargo Home Mortgage and American Federal Mortgage Corp. Prior to his finance career, he worked at Montclair Golf Club at Rockspring and spent time in school from 2018 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of financial advisors and branch offices, offering various advisory programs and investment solutions under a fiduciary standard.

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

Heather B

CFP®, Series 66

Westfield, NJ

Edward Jones

Heather Benz is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Major League Baseball Advanced Media for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a widespread network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Matthew D

Series 63, Series 66

Westfield, NJ

Edward Jones

Matthew Daly is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Bloomberg and Strategic Marketing Solutions Ltd., LLC, among other firms. Daly has been with Edward Jones since 2022. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Inheritance planning Attorney Financial Professional
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")