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Firm Information

Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.

Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

other

See schedule d - miscellaneous

Advisors at Edward Jones

View All 22064 Advisors

Percy K. Brouillette

METAIRIE, LA

View Profile

Elisabeth Margaret Larson

CFP®, RA

AMHERST, NH

MORRISVILLE, VT

HOBART, IN

Amarillo, TX

Independence, MO

GREEN BAY, WI

ST LOUIS, MO

View All 22064 Advisors

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Disclosures

There are 3 public disclosures for Edward Jones. Review regulatory record here.

Frequently Asked Questions (13)

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Edward Jones

Headquartered in ST. LOUIS, MO

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Firm Information

Edward Jones

$824.99B

Assets Under Management

27,895

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

percentage of assets

other

Branch Locations (49)

Advisors at Edward Jones

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (13)

Helpful Articles

When are you planning to retire?

Are you with Edward Jones?

Are you a financial advisor?

Helpful Articles

Edward Jones

Headquartered in ST. LOUIS, MO

When are you planning to retire?

Are you with Edward Jones?

Are you a financial advisor?

Firm Information

Edward Jones

$824.99B

Assets Under Management

27,895

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

percentage of assets

other

Branch Locations (49)

Advisors at Edward Jones

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (13)

What type of legal formation is Edward Jones?

When was Edward Jones founded?

Where is the main office of Edward Jones located?

What is the website address for Edward Jones?

How many licensed agents, investment advisor representatives, and registered representatives does Edward Jones have?

What is the approximate amount of assets under management by Edward Jones?

What types of advisory services does Edward Jones offer?

Who are the clients of Edward Jones?

Does Edward Jones participate in wrap fee programs?

Has Edward Jones been involved in any regulatory or civil events?

Is Edward Jones registered with the SEC?

In which states is Edward Jones registered?

What is the SEC number for Edward Jones?

Helpful Articles

When are you planning to retire?

Are you with Edward Jones?

Are you a financial advisor?

Helpful Articles