Wichita Falls, TX Holliday 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
1401 Holliday Ste 428
Wichita Falls TX 76301-7145
Advisors at this office
3
Advisors at this office
Jefferson J
Series 63, Series 66
Wichita Falls, TX
Edward Jones
Jefferson Jameson Jr. is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with 4 J Group, an LLC formed for potential real estate acquisition. 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 strategies, supported by a large national network of financial advisors and branch offices.
Weston H
Series 66
Wichita Falls, TX
Edward Jones
Weston Hook is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Lithia Motors and Greentree Country Club. Outside of financial advising, he is a co-owner of Luxe HD LLC, a real estate business involved in property management and renovations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.
Bryan H
Series 66
Wichita Falls, TX
Edward Jones
Bryan Hines is a financial advisor at Edward Jones in Wichita Falls, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at American National Bank & Trust and Jameson's Flowers. Outside of advising, he is involved in raising livestock and provides operational advice for a family-owned florist business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
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