Woodland Park, CO 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
Woodland Park CO
Advisors at this office
3
Advisors at this office
Jonathan S
CFP®, ChFC®, Series 63, Series 66
Woodland Park, CO
Edward Jones
Jonathan Strandlie is a financial advisor with Edward Jones in Woodland Park, CO, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as HOA Secretary for Bitters Band and is involved in property management activities through Strandlie Properties, LLC. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lee T
Series 63, Series 66
Woodland Park, CO
Edward Jones
Lee Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of advising, Taylor serves as a board member of the Divide Chamber of Commerce and the Pikes Peak Chapter of the Rocky Mountain Elk Foundation, a nonprofit focused on wildlife habitat. He also manages several real estate ventures, including residential and commercial properties in Woodland Park, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.
Anne F
Series 66
Woodland Park, CO
Edward Jones
Anne Fichter is a financial advisor with Edward Jones in Woodland Park, Colorado, holding a Series 66 designation and currently with one year of industry experience. Prior to her role at Edward Jones, she operated a bed and breakfast, OH2CO LLC dba Pikes Peak Paradise Bed & Breakfast, from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, fiduciary standard, and integrated capabilities including trust services and securities-based lending.
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