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EDWARD JONES

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

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About EDWARD JONES

EDWARD JONES, formally registered with the SEC as EDWARD JONES. The firm was established in 10/24/1963. They have over 14976 offices throughout the country.

EDWARD JONES is a St. Louis, Missouri based Financial Planning firm with nearly $593,126,816,828 assets under management, offering retirement planning & investment advisory services to 4558331 clients. The firm is staffed with 28607 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#250
SEC#801-3297
Assets Managed by Firm$593,126,816,828
No. of Clients4558331
No. of Advisors28607

Fee Structure

  • A Percentage of AUM
  • Other(SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total4558331$593,126,816,828
Individuals (other than high net worth individuals)2987389$356,537,861,317
High net worth individuals411357$224,985,361,729
Pension and profit sharing plans12073$3,472,099,775
Charitable organizations1716$540,798,891
Corporations or other businesses9086$4,982,344,504

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