Next-Gen + Best-in-State · rank 6 · Eliot, Maine · listed firm: Edward Jones
Identity & firm
- Firm — Edward Jones (high)
- “EDWARD JONES” — sec_finra_regulatory
- “Cy Kolod is an Edward Jones Financial Advisor serving Eliot” — firm_official
- Parent company — The Jones Financial Companies, L.L.L.P. (high)
- “"legalName": "Jones Financial Companies, L.L.L.P.","location": "12555 Manchester Road, St. Louis, MO 63131"” — firm_official
- Firm type — ibd_rep (high)
- “EDWARD JONES” — sec_finra_regulatory
- “"member": "Edward D. Jones & Co., L.P","memberOf": "https://www.sipc.org/"” — firm_official
- Team name — gap: not_found_after_search
- Team size — 5 (high)
- “Team Members Alex Wallace Associate Financial Advisor CFP® Elizabeth Svenson Sr. Branch Office Administrator Kate Aho Sr. Branch Office Administrator FPQP® Alison O'Lone Sr. Branch Office Administrator” — firm_official
- CRD — 6895324 (high)
- “Cy Kolod - Broker at EDWARD JONES” — sec_finra_regulatory
- Years experience — 8 (medium)
- “2/23/2018” — sec_finra_regulatory
- “SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor.” — forbes_shook
- Designations — — (medium)
- “Financial Advisor Cy Kolod 11 Sanborn Lane Unit 7, Eliot, ME 03903” — firm_official
Book of business
- Team AUM ($M) — 354 (high)
- “$354M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Serving clients with $500,000” — firm_official
- Typical client net worth ($M) — 2.375 (high)
- “$750K-4M” — forbes_shook
- Client niche — military professionals/veterans, entrepreneurs and business owners, and IT professionals; estate and legacy strategies (high)
- “Focus Areas Estate & Legacy Strategies Wealth Strategies Retirement Income Strategies Military Professionals & Veterans Entrepreneurs & Business Owners Information Technology Professionals” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “EDWARD JONES” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.edwardjones.com/us-en/financial-advisor/cy-kolod (high)
- “Cy Kolod, Financial Advisor | Edward Jones” — firm_official
- Value proposition (verbatim) — As an Edward Jones financial advisor, I believe it's important for me to understand the goals you're working toward before you invest your money. It's also important to understand the level of investment risk you're comfortable with, so we can build a customized investment strategy that works for you. (high)
- “As an Edward Jones financial advisor, I believe it's important for me to understand the goals you're working toward before you invest your money. It's also important to understand the level of investment risk you're comf” — firm_official
- Differentiators — Estate & Legacy Strategies, Retirement Income Strategies, Military Professionals & Veterans, Entrepreneurs & Business Owners, Information Technology Professionals (medium)
- “Focus Areas Estate & Legacy Strategies Wealth Strategies Retirement Income Strategies Military Professionals & Veterans Entrepreneurs & Business Owners Information Technology Professionals” — firm_official
- Content marketing — none (medium)
- “"description":"A summary of last week's market highlights and economic news."” — firm_official
- Has podcast — no (medium)
- “the specific search results did not contain information about Cy Kolod appearing on a podcast or authoring a book” — firm_official
- Books published — 0 (medium)
- “Financial Advisor Cy Kolod 11 Sanborn Lane Unit 7, Eliot, ME 03903” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — — (low)
- “Edward Jones - Financial Advisor: Cy Kolod” — social_or_third_party_db
- Press awards — Forbes/SHOOK Top Next-Gen Wealth Advisors 2025 (#86), Forbes/SHOOK Top Next-Gen Best-in-State Wealth Advisors, Maine 2025 (#1), Forbes Best-in-State Wealth Advisors (medium)
- “Cy Kolod of Eliot, Maine, also earned spots on the 2025 Forbes | SHOOK Top Next-Gen Wealth Advisors ranking for the second year in a row.” — firm_official
- “Next Gen Advisors” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- Logo url — https://www.edwardjones.com/themes/custom/edwardjones/logo.svg (high)
- Visual brand notes — Edward Jones corporate template throughout: no team identity. Full-bleed coastal location banner, portrait card with white border, sans-serif type, icon-led Focus Areas and Team Members blocks. (high)
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