Edward Jones

Edward Jonesfeatured

Share:

12555 Manchester

St. Louis, MO 63131

314-515-2000

edwardjones.com

No. advisers: 13,839

You are currently viewing a limited portion of this firm's profile.

Subscribe or log in to the B-D Data Center for access to all available data.

Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

CEOJames D. Weddle
Recruiting ContactAmanda Cain
E-mail
Compliance ContactRich Link
E-mail
Marketing ContactJames Olsen
E-mail
Technology Operations ContactVinny Ferrari
E-mail

Company Overview

For 90 years, Edward Jones has focused on being the first choice of the serious long-term, individual investor. The firm manages $900 billion in assets under care with a single goal: providing tailored solutions for clients through community-based Financial Advisors. When experienced Financial Advisors move to Edward Jones, they enjoy the autonomy and support to build and run their practice. Edward Jones provides office space, a branch office administrator,equipment and resources, a robust product offering and research, as well as extensive support through mentors, regional leaders and experts at the home office to help experienced advisors take their practice to the next level. In fact, the On Wall Street 2015 Financial Advisor Compensation Study ranked Edward Jones compensation highest across production levels $2 million, $1 million and $600,000, compared to wirehouses, super regionals and regionals. (Source: On Wall Street, April 2016.)

SEE WHY EXPERIENCED ADVISORS MOVE TO EDWARD JONES.

The Edward Jones business model is attractive to experienced Financial Advisors because it offers something unique. In a partnership, without quarterly demands from shareholders, Edward Jones is able to invest in technology and training to meet the changing demands of our industry. Financial Advisors are empowered with the tools they need to help their clients meet their financial goals and achieve long-term success.

2016 2015 2014
No. of reps14,50013,839
No. of producing reps
No. of reps producing $100K-$499K /year

Morgan Stanley loses four advisers to Ameriprise

April 17, 2017 - A three-person financial adviser team has left Morgan Stanley in Marco Island, Fla., for the employee channel at Ameriprise. Brad Bersh, Terrence McCreanor and Dana Messina, who operate as the Marco Island Group, managed $385 million in assets. (More:...

Advisers taking steps to protect elderly

April 3, 2017 - There's widespread acceptance in the financial services industry that elderly financial abuse is a growing problem, but there's no universally accepted game plan for how to respond. Many times firms' internal procedures will involve adviser education...

Five advisers create $250 million hybrid in Ohio

March 22, 2017 - Five advisers who collectively manage $250 million in assets have joined forces to create an independent firm, The Strategic Wealth Management Group, based in Mansfield, Ohio. Three of the principals — Jeremy Swank, Rob Hassman and Greg Kibler — most...

T. Rowe Price sued for self-dealing in its 401(k) plan

February 16, 2017 - T. Rowe Price has been sued for self-dealing in its 401(k) plan, becoming the most recent in a growing list of financial services companies being targeted for allegedly acting out of financial self-interest in the construction of their retirement plans....

JPMorgan sued for self-dealing in its 401(k) plan

January 26, 2017 - JPMorgan Chase & Co. has been sued by a participant in its 401(k) plan for allegedly causing employees to pay millions of dollars in excessive fees through a scheme motivated by “self-interest.” The plaintiff claims JPMorgan, as well as various board...

Prudential, Captrust win 401(k) fiduciary breach lawsuit

January 4, 2017 - Prudential Financial and CAPTRUST Financial Advisors have defeated allegations of fiduciary breach in a 401(k) lawsuit against the two companies and the employer sponsoring the retirement plan. Connecticut district court judge Victor A. Bolden granted...

Wells Fargo to keep commission retirement accounts under DOL fiduciary rule

December 2, 2016 - Wells Fargo Advisors has elected to keep commission retirement accounts intact under a Labor Department regulation governing investment advice, a decision that comes as uncertainty looms over the rule's fate. The wirehouse made its announcement to its...

Ed Jones adviser predicted Trump's electoral vote tally — two weeks before the election

November 21, 2016 - While political pundits and pollsters continue their hand-wringing and soul searching over how they could have so badly missed the outcome of the presidential election, Jared Tjaden is enjoying his 15 minutes of fame. Mr. Tjaden, a 31-year-old Fairview,...

Edward Jones hit with second lawsuit over excessive 401(k) fees

November 15, 2016 - Edward Jones has been sued for excessive fees and self-dealing in its 401(k) plan, representing the second such legal ordeal to befall the company this year and coming amid a barrage of litigation targeting financial services companies for their own retirement...

Two Wells Fargo advisers and one from Edward Jones join Raymond James affiliate Steward Partners

November 7, 2016 - Two financial advisers from Wells Fargo and one from Edward Jones managing a total of $500 million of client assets joined Steward Partners Global Advisory, an independent affiliate of Raymond James. Carl Gravina and Liana Poodiack managed $450 million...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

Purchase the complete set of our independent broker-dealer data and profiles in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Disclaimer: All data and information is the property of InvestmentNews and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews. The data may only be used for internal business use such as to develop a mailing list but the data may not be resold, republished, redistributed, sublicensed or publicly displayed on a web site without the permission of InvestmentNews. All information contained within was obtained through InvestmentNews' annual independent B-D surveys.