Edward Jones

Edward Jones (CRD# 250) is a financial advisory firm headquartered in Saint Louis, MO. They manage $140,424,122,263 in 777,048 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    140,424
    MILLION
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Edward Jones
Showing 1 - 10 of 15,325 top financial advisors.
1
Patrick Minskey MBA, CFP®, AAMS®
CRD#: 4224360
W5669 County Road KK Suite H, Appleton, WI 54915
103
Wealthminder
score
Patrick Minskey (CRD# 4224360) is an Investment Advisor Representative working at Edward Jones in Appleton, WI and has over 15 years of experience in the finance industry.
2
Dana L. Wozniak
CRD#: 2492852
2751 West 120th Avenue, Suite 100, Westminster, CO 80234
103
Wealthminder
score
Dana Wozniak (CRD# 2492852) is an Investment Advisor Representative working at Edward Jones in Westminster, CO and has over 18 years of experience in the finance industry.
3
Richard D. Lambert
CRD#: 2754885
9330 Broadway Suite 220, Pearland, TX 77584
102
Wealthminder
score

Richard Lambert (CRD# 2754885) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 20 years of experience in the finance industry.

 

Understanding that Weath Management is not just investing, it's helping to develop a plan for keeping what you earn and managing all aspects of your finances.  Doing this helps clients understand the difference in maintaining wealth and building wealth.

 

I also work and sponser Investing for Women to help them understand investments and that they are just as important and in some case more so the the men.  Women live longer then men as a norm and need to understand they have to plan for this.

4
Christopher S. Carlson
CRD#: 3185250
6769 Courtland Dr. Ne Ste 200, Rockford, MI 49341
101
Wealthminder
score
Christopher Carlson (CRD# 3185250) is an Investment Advisor Representative working at Edward Jones in Rockford, MI and has over 18 years of experience in the finance industry.
5
Hunter W. Hamilton
CRD#: 5467298
1518 E Hintz Rd, Arlington Heights, IL 60004
101
Wealthminder
score
Hunter Hamilton (CRD# 5467298) is an Investment Advisor Representative working at Edward Jones in Arlington Heights, IL and has over 8 years of experience in the finance industry.
6
Harmony F. Campbell
CRD#: 5669720
1000 S Cleveland Massillon Rd, Fairlawn, OH 44333
100
Wealthminder
score

Harmony Campbell (CRD# 5669720) is a Financial Advisor working at Edward Jones in Fairlawn, OH and has over 7 years of experience in the finance industry.

7
Kenneth B. Castillo
CRD#: 5874577
6800 Centennial Dr Suite B, Tinley Park, IL 60477
100
Wealthminder
score
Kenneth Castillo (CRD# 5874577) is an Investment Advisor Representative working at Edward Jones in Tinley Park, IL and has over 5 years of experience in the finance industry.
8
Margaret A. Connolly
CRD#: 5737147
7222 W Cermak Rd Suite 300, North Riverside, IL 60546
100
Wealthminder
score
Margaret Connolly (CRD# 5737147) is an Investment Advisor Representative working at Edward Jones in North Riverside, IL and has over 6 years of experience in the finance industry.
9
Renny Esser
CRD#: 5742446
2150 Intelliplex Drive Suite 154, Q, Shelbyville, IN 46176
100
Wealthminder
score

Christopher Esser (CRD# 5742446) is an Investment Advisor Representative working at Edward Jones in Shelbyville, IN and has over 7 years of experience in the finance industry.

10
Kristin M. Frazier
CRD#: 5213694
2706 S Medford Dr, Lufkin, TX 75901
100
Wealthminder
score

Kristin Frazier (CRD# 5213694) is an Investment Advisor Representative working at Edward Jones in Lufkin, TX and has over 10 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.