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 15,331 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
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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
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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
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.

5
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.
6
Justin F. Farnsworth
CRD#: 5469964
1895 B Bacons Bridge Rd, Summerville, SC 29485
100
Wealthminder
score

Justin Farnsworth (CRD# 5469964) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has 9 years of experience in the finance industry.

 

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

 

Focus Areas

  • Investors Saving for Retirement
  • Retirees
  • College Savers
  • Individuals with Insurance Needs
  • Individuals with Estate Needs
7
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 9 years of experience in the finance industry.

8
Ryan M. Gregory
CRD#: 5834449
6378 E Santa Ana Canyon Rd, Anaheim Hills, CA 92807
100
Wealthminder
score
Ryan Gregory (CRD# 5834449) is an Investment Advisor Representative working at Edward Jones in Anaheim Hills, CA and has over 5 years of experience in the finance industry.
9
Edward J. Guidry
CRD#: 6115213
147 Wappoo Creek Dr, Charleston, SC 29412
100
Wealthminder
score

Edward Guidry (CRD# 6115213) is an Investment Advisor Representative working at Kingsview Asset Management in Charleston, SC.

 

  Originally from New Orleans, Louisiana, Eddie Guidry began learning the discipline and organization that would become the foundation of his investing philosophy when he joined the Army at the age of 17. Eddie proudly served as an engineer before he was honorably discharged after 8 years of service. After his time in the army he then went back to school to study finance at NVCC.

After graduation Eddie spent eight years in banking working as a wholesale mortgage advisor at Monarch Bank and five years in private real estate management at Cross Real Estate Services. He began working in private asset management after moving to Charleston in 2010. In 2012 Eddie decided to put his experience in financial services to work for investors when he opened his office with Edward Jones Investments where he was ranked in the top 5% of financial advisors for client service in the SC/GA region.

Today, Eddie manages his own independent financial planning and investment management practice through Kingsview Asset Management.

When he isn’t at the office helping his clients with advanced tax and wealth strategies, Eddie enjoys spending his free time with his wife Jen and three sons (Austin the Surfer, Joey the Boy Scout and Cayden the Warrior). He is also proud to devote time to the Boy Scouts of America and Murray-Lasaine Elementary where he serves on the PTO board. Eddie and Jen are also parishioners at Nativity Catholic Church.

10
Philippe T. Hobson
CRD#: 5117862
701 A Healdsburg Ave, Healdsburg, CA 95448
100
Wealthminder
score
Philippe Hobson (CRD# 5117862) is an Investment Advisor Representative working at Edward Jones in Healdsburg, CA and has over 9 years of experience in the finance industry.
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