Edward Jones
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.
| 2020 | 2019 | 2018 | |
|---|---|---|---|
| No. of reps | — | — | 17,500 |
| No. of reps, male | — | — | — |
| No. of reps, female | — | — | — |
| No. of producing reps | — | — | — |
| No. of producing reps, male | — | — | — |
| No. of producing reps, female | — | — | — |
| No. of reps producing $100K-$499K /year | — | — | — |
| 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 | — | — | — |
- 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.
