Edward Jones
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Overview
Edward Jones operates as a financial advisor company based in Saint Louis, Missouri. The firm oversees $423.2 billion in total assets over 3.3 million accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). It has a very large team of 25,919 employees, including 19,169 financial advisors. Edward Jones does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Edward Jones administers 1,067,474 of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor makes transaction judgments without requiring the customer's consent. It also has 2,269,112 non-discretionary accounts totaling $209.6 billion in assets. The advisory firm oversees an average of $126,847 in assets for every customer account. The average advisor at Edward Jones administers about 174 client accounts.
The company's main office is at 12555 Manchester Rd, Saint Louis, Missouri 63131. It is legally permitted to serve customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Edward Jones by the Numbers

$423.2 billion

25,919

3,336,586

$126.8 thousand
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Products and Services
Edward Jones provides a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. It is involved in selling products or offering services different than investment advisory services to its customers. Edward Jones also has a number of financial industry affiliations, including with a banking or thrift institution, trust company, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 62% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 23% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by the company most likely consist of the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
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Offered by 74% of firms
Percentage of Assets
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Offered by 12% of firms
Other
Unavailable
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Find one of the 35% of firms that offer this fee type
Hourly
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Find one of the 2% of firms that offer this fee type
Commissions
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Find one of the 17% of firms that offer this fee type
Performance-based
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Find one of the 1% of firms that offer this fee type
Subscription
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Find one of the 40% of firms that offer this fee type
Fixed
Types of Clients
The firm works with a number of different investors. It caters to retail investors, high net worth investors, pension plans, charitable organizations, corporations and other. Out of its 3,336,586 clients, Edward Jones's biggest client group by number of accounts is retail investors, though it also caters to 259,358 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 9.82%
- Other Individuals - 89.5%
- Corporations - 0.64%
- Charitable Organizations - 0.04%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Edward Jones
Houston, TX
Williamston, MI
Madisonville, KY
Amery, WI
Erie, CO
Atlanta, GA
Milford, NJ
Suffolk, VA
Erie, PA
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