Jonathan Winston

Financial advisor at Edward Jones · Lake Ridge, VA

Last updated 2026-10-10

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Jonathan Winston is a financial advisor at Edward Jones in Lake Ridge, VA, CRD 6480426. Licenses and exams on the registration: Series 66. IAPD registration began 2016-11-14.

Registration

CRD number
6480426
Registration status
Active
IAPD registration
2016-11-14
Industry Experience
9 years
Work Experience
10 years
States registered
TX, VA

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2016-07 to Present · Edward Jones · St. Louis, MO

Current employment

SEC IAPD record for Jonathan Winston

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Jonathan Winston is a CFP® financial advisor at Edward Jones in Lake Ridge, VA. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history.

SEC disclosures list additional business and community activities: Rental Property Lake Ridge; Rental Property Lake Ridge; Trustee Type Of Business: Trusts Gainesville; Lake Ridge Baptist Church Lake Ridge: Rental property milford, de start date: 7/15/2026 owner hours per week: 0 hours during trading: 0 rental property.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

12972 Harbor Dr, Lake Ridge, VA 22192

1 advisor at this office.

Edward Jones office in Lake Ridge, VA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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