Edward Jones

Edward Jones

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12555 Manchester

St. Louis, MO 63131

314-515-2000

edwardjones.com

No. advisers: 17,500

No. franchises: 14,000

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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

CEOPenny Pennington
Recruiting ContactAmanda Cain
E-mail
Compliance ContactRich Link
E-mail
Marketing ContactEmery Skolfield
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.

2018 2017 2016
No. of reps17,50014,500
No. of producing reps
No. of reps producing $100K-$499K /year

Focus on these steps for boosting D&I in advice industry

September 10, 2019 - "Don't compare yourself, be yourself." This is the number one thing I tell the diverse financial advisers I meet and mentor at Edward Jones. In other words, "run your own race." The financial services industry is more diverse than ever before, but diversity...

Edward Jones wants TRO against broker in Indiana who jumped ship last month

September 9, 2019 - In a dispute over clients, Edward Jones on Friday filed a complaint against a broker who bolted the firm last month and is seeking a temporary restraining order from a federal judge. The adviser, John Kerr, who managed $113 million and left Edward Jones...

Wells Fargo adviser managing $300 million creates hybrid

September 3, 2019 - Chuck Cooper, who managed $300 million as part of a team at Wells Fargo Advisors in Lee's Summit, Mo., has formed a hybrid firm called StrongBox Wealth. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] Joining him at...

As Wells Fargo seeks CEO, toll on stock hits $24 billion

August 20, 2019 - At Wells Fargo's town hall meetings, executives have fielded countless questions from employees about efforts to resolve scandals that erupted almost three years ago. One looming topic hasn't come up recently: Who will run the bank? While the abrupt exit...

Broker barred for excessive trading that cost clients $1.8 million

August 16, 2019 - The brokerage industry's regulator has barred broker Gregory T. Dean from the industry for excessively trading customer accounts, which led to $1.8 million in losses for clients but generated hefty commissions for him. Mr. Dean, formerly registered with...

Finra bars former Edward Jones rep involved in expense investigation

August 2, 2019 - The Financial Industry Regulatory Authority Inc. has barred former Edward Jones representative Beth Hamilton for failing to appear at a hearing looking into her expense account filings. (More:​ Finra fines former Morgan Stanley rep $5,000 over meal...

Branding tips for financial advisers looking to grow

July 15, 2019 - Financial advisers who seek to develop a growing and sustainable business should be deliberate about creating brands that resonate with the type of clients they're aiming to attract, industry experts said. "It's incredibly important that financial advisers...

CFP Board to announce possible delay of new fiduciary standard

July 12, 2019 - The Certified Financial Planner Board of Standards Inc. will announce by next week whether it intends to delay enforcing an expanded fiduciary standard for financial advisers who hold the group's CFP mark. During a webinar Friday afternoon, the organization's...

Finra panel awards $513,715 to divorcee who says Edward Jones rep favored husband

June 26, 2019 - Finra arbitrators awarded $513,715 to a North Dakota woman who claimed Edward Jones improperly delayed payments to her following a bitter divorce because its representative favored her ex-husband. The three-person Financial Industry Regulatory Authority...

Finra dings Edward Jones for underreporting alleged damages in customer complaints

June 20, 2019 - Over a two-year period, Edward D. Jones & Co. understated alleged damages in nearly 80 customer complaints, according to a settlement announced Wednesday with the Financial Industry Regulatory Authority Inc. From April 2016 to March 2018, Edward Jones...

    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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