Next-Gen · rank 71 · 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) — Serving clients with $500,000 (low)
- “Serving clients with $500,000” — 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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