Top Wealth + Best-in-State · rank 1 · Webster City, Iowa · listed firm: Edward Jones
Identity & firm
- Firm — Edward Jones (high)
- “Currently employed by and registered with the following Firm(s): IA EDWARD JONES 508 SECOND STREET WEBSTER CITY, IA 50595 CRD# 250 Registered with this firm since: 01/18/2007” — sec_finra_regulatory
- Parent company — Jones Financial Companies, L.L.L.P. (medium)
- “Firm Name: EDWARD JONES Main Office Address: 12555 MANCHESTER ROAD ST. LOUIS, MO 63131-3710 Firm CRD#: 250” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “This broker is registered with: 4 Self-Regulatory Organizations 46 U.S. states and territories” — sec_finra_regulatory
- “B FINRA General Securities Representative Approved 11/21/1986” — sec_finra_regulatory
- Team name — Finucan Wealth Management (high)
- “Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care.” — firm_official
- Team size — 9 (high)
- “Our Team Addison Folcher Associate Financial Advisor Alicia Crouthamel Sr. Branch Office Administrator Carrie Olson Sr. Branch Office Administrator Laura Moreno Sr. Branch Office Administrator Emily Hesley Branch Office ” — firm_official
- CRD — 1586731 (high)
- “BrokerCheck Report Timothy James Finucan CRD# 1586731” — sec_finra_regulatory
- Years experience — 39 (high)
- “B EDWARD JONES 508 SECOND STREET WEBSTER CITY, IA 50595 CRD# 250 Registered with this firm since: 11/21/1986” — sec_finra_regulatory
- “Finucan has served investors, both locally and across the country, for the past 36 years.” — general_press
- Designations — — (high)
- “Professional Designations This section details that the representative has reported 0 professional designation(s). No information reported.” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 8 (high)
- “Typical Net Worth of Relationships: $1-15M” — forbes_shook
- Client niche — generalist (high)
- “Whether you’re an individual investor, a family or a business owner, our commitment to helping you achieve your goals remains our top priority.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA EDWARD JONES 508 SECOND STREET WEBSTER CITY, IA 50595 CRD# 250 Registered with this firm since: 01/18/2007 B EDWARD JONES 508 SECOND STREET WEBSTER CITY” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.edwardjones.com/us-en/group/finucan-wealth-management (high)
- “Finucan Wealth Management 508 Second St. Webster City, IA 50595 Office Phone Number (515) 832-4155” — firm_official
- Value proposition (verbatim) — Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care. With a legacy spanning four decades, we take a forward-looking approach by providing comprehensive financial management solutions that cater to each client’s unique needs. (high)
- “Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care. With a legacy spanning four decades, we take a forward-looki” — firm_official
- Differentiators — Four-decade legacy in the community, Multigenerational family team (Tim, Sean and Amanda), Tailored, individually designed financial strategy per client, Holistic approach combining innovative technology with personalized service, Lifelong-learner commitment to staying current on market issues (high)
- “Our team, led by Tim, Sean and Amanda, has deep experience in navigating the complexities of the financial markets.” — firm_official
- “Each client receives a tailored financial strategy, meticulously designed to help them achieve their financial goals while helping preserve their wealth.” — firm_official
- Content marketing — none (medium)
- “Our approach Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care.” — firm_official
- Has podcast — no (medium)
- “Our approach Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care.” — firm_official
- Books published — 0 (medium)
- “Our approach Edward Jones Finucan Wealth Management stands at the forefront of financial services, distinguished by a commitment to excellence and personalized client care.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “Let’s connect. We’ll help you discover the personalized difference with Edward Jones Finucan Wealth Management.” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors 2026 (Top 1,200 2012-2013, 2015-2025), Barron's Top 1,200 — No. 3 in Iowa, 2023, Forbes Best-In-State Wealth Advisors, Iowa, 2021-2026 (high)
- “1 2026 Barron's Top 1,500 Financial Advisors (2012-2013, 2015-2025 Barron's Top 1,200 Financial Advisors (2012-2013 Barron's Top 1,000 Financial Advisors), published the first quarter each year, data as of September of p” — firm_official
- “Barrons listed Finucan No. 3 in Iowa in the magazine's 2023 list of Top 1,200 Financial Advisors in March.” — general_press
Visual brand
- Has distinct logo — no (high)
- “Finucan Wealth Management | Edward Jones United States | English Canada | English Canada | French Our approach Edward Jones Finucan Wealth Management stands at the forefront of financial services” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — No team mark; inherits Edward Jones corporate identity. Page leads with award badges (Forbes/SHOOK, Barron's), a stock modern-office photo and plain advisor headshots. Restrained, corporate, text-forward — no independent palette or typography. (high)
- “Experience an award-winning team Barron’s Top 1,200 Tim Finucan, Ranked 2012-2013 and 2015-2026 1 Forbes Best-In-State Wealth Advisors Tim Finucan, Ranked in Iowa, 2021-2026 2 Forbes Best-In-State Wealth Advisors Tim” — firm_official