Winona, MN Walnut Street Office

Team
Updated today
Edward Jones logo

Edward Jones

Institution

Firm-wide stats for Edward Jones

Total advisors

24,161

Across 14,149 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

102 Walnut Street Ste 101

Winona MN 55987

Advisors at this office

7

Advisors at this office

user avatar

Alexis P

Series 66

Winona, MN

Edward Jones

Alexis Partington is a financial advisor at Edward Jones in Winona, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Alexis worked at Mayo Clinic and The Grove Golf Course, and has a background that includes a long-term role at Fastenal Company. 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, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

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

Kimberly R

CFP®, Series 63

Winona, MN

Edward Jones

Kimberly Renk is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Edward D. Jones & Co., L.P. since 1994. Outside of her advisory role, she is associated with Interest Seekers, LLC, an equipment rental business based in Austin, TX. 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 options supported by a nationwide network of over 23,700 financial advisors.

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

Aleah H

Series 66

Winona, MN

Edward Jones

Aleah Harvey is a Series 66-licensed financial advisor with Edward Jones in Winona, MN, holding four years of industry experience. Her prior work includes roles with Lutheran and Episcopal churches and Saint Mary's University of Minnesota, spanning over a decade. Harvey serves as a substitute musician for several local churches and is an at-large board member of Women in Business of Winona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Lynette S

Series 66

Winona, MN

Edward Jones

Lynette Stevens is a financial advisor with Edward Jones in Winona, MN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Stevens serves as Treasurer for the Pleasant Green Townhouse Association, managing financial records and reporting to the board. 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 and is notable for its large retail advisor network and affiliated financial services.

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

Brandi M

CFP®, Series 66

Winona, MN

Edward Jones

Brandi Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Winona, MN since 2016. She 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

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

John H

Series 63

Winona, MN

Edward Jones

John Hardy is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he participates in music performance and maintains a foster care license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Inheritance planning Retired Founder/Business Owner Executive

Gregg B

Series 66

Winona, MN

Edward Jones

Gregg Brandt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Brandt owns Red Monkey Motorsports, a business involved in selling used and new motorsports parts and supporting his racing and collecting activities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)