12555 Manchester Rd
St. Louis, Missouri 63131
Tel: 314-515-2000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 250 |
SEC# | 801-3297 |
Assets Managed by Firm | $593,126,816,828 |
No. of Clients | 4558331 |
No. of Advisors | 28607 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4558331 | $593,126,816,828 |
Individuals (other than high net worth individuals) | 2987389 | $356,537,861,317 |
High net worth individuals | 411357 | $224,985,361,729 |
Pension and profit sharing plans | 12073 | $3,472,099,775 |
Charitable organizations | 1716 | $540,798,891 |
Corporations or other businesses | 9086 | $4,982,344,504 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
WELLS FARGO CLEARING SERVICES, LLC One North Jefferson Avenue, Mail Code: H0004-063 St. Louis, MO, 63103-2205 | $524,940,620,141 | 1428999 | 20587 |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 | |
$132,550,931,898 | 334814 | 6729 |
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