Edward Jones

Edward Jones

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12555 Manchester

St. Louis, MO 63131

314-515-2000

edwardjones.com

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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 over 90 years, Edward Jones has focused on being the first choice of the serious long-term, individual investor. The firm manages $1 trillion 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 2016 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 2017.)

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.

2017 2016 2015
No. of reps14,50013,839
No. of producing reps
No. of reps producing $100K-$499K /year

USAA, Edward Jones, Ameriprise ranked most understandable by clients

February 13, 2018 - Investors don't just want low prices, they want financial services they can understand. A new study by Hearts & Wallets, which asked more than 5,000 households to rate their top two financial providers on service and pricing, found a firm that "explains...

Eight brokerage firms urge CFP Board to delay new fiduciary standards

February 5, 2018 - Eight major brokerage firms are calling on the Certified Financial Planner Board of Standards Inc. to halt its effort to raise the investment-advice requirement attached to the designation until the Securities and Exchange Commission proposes its own...

UBS adviser managing $200 million moves to Alex. Brown

February 2, 2018 - Andrew Hutcheson, who managed $200 million at UBS in Los Angeles, has joined the Alex. Brown unit of Raymond James. Mr. Hutcheson began his securities career at Edward Jones in 2005 and joined UBS in 2011. (More: Raymond James and Ameriprise saw strong...

Finra elder-abuse rule could trigger delicate conversations between brokers, clients

January 26, 2018 - A new Finra regulation designed to prevent financial exploitation of seniors will spur what could be delicate conversations between brokers and older clients. The rule, which goes into effect on Feb. 5, requires that brokers make a reasonable effort to...

Finra suspends, fines broker for posting fake sex ads

January 24, 2018 - The Financial Industry Regulatory Authority Inc. is suspending and fining Paul Betenbaugh, a former registered representative with Edward Jones, for impersonating a competing adviser and using that adviser's information to create explicit internet ads...

Finra, investigating misuse of funds, bars former Edward Jones rep

January 17, 2018 - The Financial Industry Regulatory Authority Inc. has barred Matthew Kerby, a former Edward Jones broker, for failing to take part in a hearing looking into allegations that he misused client funds. Mr. Kerby was employed by Edward Jones in Paoli, Ind.,...

Merrill Lynch team managing $262 million goes indie at Raymond James

December 27, 2017 - Glen D. Smith and Robert L. Casey, who managed $262 million at Merrill Lynch with two associates, have gone independent and affiliated with Raymond James. The team will operate as Glen D. Smith & Associates in Flower Mound, Texas, which is just north...

Four-person hybrid group leaves SII for Commonwealth

December 1, 2017 - Midwest Financial Group, a four-adviser hybrid group that managed $186 million through SII Investments, has affiliated with Commonwealth Financial Network. The advisers — Mark Miehe, Matt Cuplin, Brandon Masbruch and Tony Pochowski — along with their...

Former H.D. Vest broker barred for noncooperation

November 22, 2017 - The Financial Industry Regulatory Authority has barred former H.D. Vest broker Brian Royster for failure to provide information in connection with its investigation of his activities with clients. On January 12, 2017, H.D. Vest terminated Mr. Royster's...

Morgan Stanley is waving the white flag on recruiting

October 31, 2017 - Morgan Stanley announced on Monday that it is leaving the Protocol for Broker Recruiting. This should not surprise anybody who has been paying attention for the last year. Almost exactly a year ago, Morgan Stanley cut its recruiting deals in response...

    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.

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