Edward Jones

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12555 Manchester

St. Louis, MO 63131

314-515-2000

edwardjones.com

No. advisers: 14,500

No. franchises: 12,500

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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.

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

Former Newport, Revere rep barred for failure to testify

August 11, 2017 - Finra has barred former registered representative George Dahl for failure to provide testimony to its staff at a hearing that was looking into his conduct. In March 2016, the Financial Industry Regulatory Authority Inc. issued a letter of acceptance,...

Edward Jones loses $363 million adviser to Ameriprise

August 10, 2017 - Paul Lang, an Edward Jones adviser managing $363 million in Roswell, Ga., has left the firm and joined the employee channel of Ameriprise Financial. Joining him in the move is adviser Emily Ellis. Mr. Lang, a veteran adviser, joined Edward Jones in 1983...

Finra bars former Edward Jones broker for no-show at hearing on client gifts

August 7, 2017 - The Financial Industry Regulatory Authority Inc. has barred former Edward Jones broker James V. Marino for failing to appear at a hearing about allegations related to his acceptance of gifts and use of a client's credit card for his own benefit. (More:...

Industry groups opposing DOL fiduciary rule maximize spending on author of bill to kill measure

August 4, 2017 - Several financial industry trade associations that oppose the Labor Department's fiduciary rule have maximized their campaign spending on the author of legislation that would kill the rule. In the first half of year, the Financial Services Institute,...

Former Aegis Capital broker barred for skipping hearing

July 28, 2017 - A former representative of Aegis Capital in Morgantown, W.Va., has been barred from the securities industry for failing to appear at a Finra hearing looking into his municipal bond trades, among other activities. The broker, Kenneth L. Jones, was terminated...

Wells Fargo team managing $351 million in Gainesville, Georgia, goes independent

July 20, 2017 - A four-adviser team managing $351 million at Wells Fargo Advisors in Gainesville, Georgia, has created an independent hybrid firm whose brokerage unit is affiliated with LPL. The hybrid, Strong Gaddy Lee Wealth Management, said that Integrated Financial...

Rehabilitating a besmirched reputation online can cost time and money

July 17, 2017 - Few prospects walk into a financial adviser's office without doing an online background check first, so firms need to have a game plan for tracking and reacting to negative internet posts about the business or its advisers. Even someone who has been referred...

Edward Jones fined $750,000 over account aggregation violations

July 14, 2017 - The Financial Industry Regulatory Authority Inc. has fined Edward Jones $750,000 for lacking an adequate supervisory system for use of account aggregation software. Over the period from April 2010 through 2014, Finra said Edward Jones "failed to establish,...

LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect

July 13, 2017 - LPL Financial announced Thursday it plans to roll out a new mutual fund platform to advisers early next year to eliminate perceived conflicts of interest in compensation as the Labor Department's fiduciary rule is set to take full effect. LPL, the largest...

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

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