EDWARD JONES

12555 Manchester Rd
St. Louis, Missouri 63131
Tel: 314-515-2000

About EDWARD JONES

EDWARD JONES, formally registered with the SEC as EDWARD JONES. The firm was established in 10/24/1963. They have over 15322 offices throughout the country.

EDWARD JONES is a St. Louis, Missouri based Financial Planning firm with nearly $824,988,034,503 assets under management, offering retirement planning & investment advisory services to 5086856 clients. The firm is staffed with 29003 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	250
SEC#	801-3297
Assets Managed by Firm	$824,988,034,503
No. of Clients	5086856
No. of Advisors	29003

Fee Structure

A percentage of AUM
Fixed fees
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5086856	$824,988,034,503
Individuals (other than high net worth individuals)	3197890	$453,885,450,454
High net worth individuals	517548	$355,030,313,323
Pension and profit sharing plans	13062	$4,614,252,314
Charitable organizations	1803	$683,096,976
Corporations or other businesses	9330	$7,160,588,583

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