Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Edward Jones financial advisors in Montana

Every SEC-registered investment adviser representative at a Edward Jones office in Montana, by city and A to Z.

The short answer

163 registered advisors work at Edward Jones in Montana, out of 21,459 nationwide; it's the firm's number 33 state by advisors, and the most are in Billings (27). 36 list the CFP designation and 163 are also registered broker representatives.

Edward Jones advisors by city in Montana

Every firm in Montana →

Billings 27Great Falls 16Helena 14Bozeman 12Kalispell 12Missoula 11Butte 6Hamilton 6Sidney 6Glasgow 5Lewistown 5Columbia Falls 4Dillon 4Polson 4Whitefish 4Bigfork 3Livingston 3

Edward Jones advisors in Montana, A to Z

Search by name →

Edward Jones advisors in every state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Advisor Moves: who changed firms this week →

Edward Jones in other states

Missouri 2,798Texas 1,938California 1,023Illinois 980Washington 850North Carolina 849Florida 825Michigan 787Ohio 750Indiana 719Wisconsin 657Minnesota 625Colorado 541Georgia 512Virginia 452Iowa 430Kansas 412South Carolina 410Tennessee 403Oregon 401Arizona 391Pennsylvania 384Louisiana 357Oklahoma 355Kentucky 286New York 254Arkansas 245Alabama 230Nebraska 220Maryland 194Idaho 190Massachusetts 161New Jersey 155Utah 147Mississippi 132South Dakota 130New Hampshire 127North Dakota 124Nevada 113Connecticut 112New Mexico 110West Virginia 95Hawaii 84Wyoming 76Maine 71Vermont 64Alaska 61Rhode Island 33Delaware 32District of Columbia 5

Questions

How many Edward Jones financial advisors are in Montana?

163 investment adviser representatives are registered at Edward Jones offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 at the firm nationwide. 36 list the CFP designation and 163 are also registered as broker representatives.

Where in Montana does Edward Jones have the most advisors?

Billings, with 27, then Great Falls (16). Edward Jones has advisors in 17 cities in Montana.

How do I check a Edward Jones advisor in Montana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edward Jones office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.