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

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...

Edward Jones loses round in court against former broker who defected to Ameriprise

June 14, 2019 - Edward D. Jones & Co. on Thursday suffered a setback in its fight to recoup client assets from a former broker who bolted to rival Amerprise Financial Services earlier this year. A state judge denied Jones' request for a temporary restraining order against...

Trump tariffs have wiped out most families' tax-cut gains

June 7, 2019 - President Donald J. Trump's trade wars have already wiped out all but $100 of the average American household's windfall from Mr. Trump's 2017 tax law. And that's just the beginning. That last $100 in tax-cut gains also could soon disappear — and then...

Forget the SEC advice rule — broker-dealers more concerned with CFP Board expanded fiduciary standard ​

June 7, 2019 - Lawyers across the brokerage industry are busily reading and digesting the Securities and Exchange Commission's investment advice reforms approved this week. But some firms are also gearing up for more changes promulgated by the organization that administers...

Finra bars former LPL rep for non-cooperation

June 7, 2019 - The Financial Industry Regulatory Authority Inc. has barred Jason Nelson, formerly a registered representative affiliated with LPL Financial, for declining to take part in an inquiry into his sales practices. (More:​ Finra bars former LPL rep over no-show...

    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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