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

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Melanie Housden: My nightmare exit from Edward Jones

June 12, 2018 - Leaving one firm and heading to another can be a delicate, and sometimes harrowing, situation. When Melanie Housden left Edward Jones it turned litigious and got worse from there. Check out her story.

Ex-Edward Jones broker sues former firm, alleging racial bias

May 25, 2018 - A former Edward D. Jones broker sued the firm Thursday, claiming widespread, intentional racial discrimination in the firm's policies and practices. The ex-broker, Wayne Bland, is African-American and worked at Jones from 2014 to 2016. The lawsuit, which...

UBS latest to make push for young, diverse advisers

May 22, 2018 - Correction: An earlier version of this story incorrectly stated that 20 young advisers had completed UBS' general adviser training program. That is the number that have started the program.​ UBS Wealth Management Americas is the latest firm to try to...

With female managing partner in the wings, Edward Jones emphasizes diversity

May 10, 2018 - At a time when the financial advice industry is desperately attempting to become younger and more diverse, Edward Jones' move earlier this week to tap a woman as its next managing partner will only make the firm more attractive to potential female candidates...

Growth in BlackRock ETFs likely to slow

April 12, 2018 - Even as BlackRock Inc.'s assets advanced to $6.3 trillion and its growth appears unstoppable, there are signs the firm isn't invincible. Net flows for its global iShares exchange-traded funds declined 46% in the first quarter, to $34.6 billion from a...

Edward Jones loses $185 million team to Ameriprise

April 4, 2018 - A two-person team that managed $185 million in assets at Edward Jones in Meridian, Idaho, has joined the franchise channel of Ameriprise Financial Inc. Paul Orlando and Derek Busby will operate under the name of Granite Financial Management, according...

DOL fiduciary rule sparks charges of reverse-churning

April 4, 2018 - As more broker-dealers move clients from commission-based accounts to those that charge annual fees — in some cases as a way to insure they are complying with the Department of Labor's fiduciary rule — they may be in danger of exposing themselves...

Finra bars no-show broker discharged for unauthorized trading

March 26, 2018 - The Financial Industry Regulatory Authority Inc. has barred Sanders Spangler, a former LPL broker, for not appearing at a Finra hearing looking into his trading activity on behalf of clients. In February 2017, LPL discharged Mr. Spangler after he exercised...

    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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