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EDWARD JONES
ST. LOUIS, MO
314-515-2000
SEC #801-3297Total AUM
$1T
Employees
36,317Clients
4,069,320Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12555 MANCHESTER RD
ST. LOUIS
MO 63131
United States
ST. LOUIS
MO 63131
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
314-515-2000
Other Offices
15120
Financials
Total AUM
$1T
Accounts
5,630,517Discretionary
$494.3B
Accounts
1,782,026Non-Discretionary
$519.3B
Accounts
3,848,491
Clients
Individual Clients
3,657,451AUM
$613.2B
HNW Individual Clients
372,771AUM
$381.2B
Banking Clients
1AUM
$2.5M
Pension/Profit Sharing Plan Clients
20,833AUM
$5.4B
Charitable Organization Clients
2,041AUM
$857.9M
Corporation or Business Clients
10,848AUM
$8.1B
Other Clients
5,375AUM
$4.8B
Description of Other Clients
PARTNERSHIPS, INVESTMENT CLUBS AND LIMITED LIABILITY COMPANIES
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS
Compliance
Disclosures
Felony ChargeLicense Revocation/SuspensionMisdemeanor ConvictionMisdemeanor Conviction ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.