EDWARD JONES
Latest filing: Feb 20, 2025 (50 days ago)
AUM
$824,988,034,503
19% change vs. 1 year ago
26% change vs. 3 years ago
95% change vs. 5 years ago
509% change vs. 10 years ago
Employee Count
29,003
-1% change vs. 1 year ago
11% change vs. 3 years ago
12% change vs. 5 years ago
45% change vs. 10 years ago
Main Office
ST. LOUIS, MO
12555 MANCHESTER RD, ST. LOUIS, MO, UNITED STATES, 63131
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $342.6 |
| Non-Discretionary | $482.4 |
| Total | $825.0 |
| Client | AUM |
|---|---|
| Retail | $808.9 |
| Pooled | $0.0 |
| Institutional | $16.1 |
| Total | $825.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 3,197,890 | $453.9 |
| Average Individual AUM | $141,933 | |
| HNW | 517,548 | $355.0 |
| Average HNW AUM | $685,985 | |
| Retail Total | 3,715,438 | $808.9 |
| Average Retail AUM | $217,717 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| EDWARD JONES TRUST COMPANY | ST. LOUIS-MO-USA | $477.2 |
| EDWARD D. JONES & CO., L.P. | ST. LOUIS-MO-USA | $215.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $825.0 |
| Retail SMA AUM | $808.9 |
| Institutional SMA AUM | $16.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 34% | $280.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $8.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 64% | $528.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $8.2 |
| Other | 0% | $0.0 |
| Total | 100% | $825.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| OLIVE STREET INVESTMENT ADVISERS, LLC | $169.5 | 166710 | |
| EDWARD JONES | $0.0 | broker-dealer | - |
| EDWARD JONES INSURANCE AGENCY OF NEW MEXICO, L.L.C. | $0.0 | - | |
| EDWARD JONES INSURANCE AGENCY OF MASSACHUSETTS, L.L.C. | $0.0 | - | |
| EDWARD JONES TRUST COMPANY | $0.0 | trust company | - |
| EDWARD JONES INSURANCE AGENCY OF CALIFORNIA, L.L.C. | $0.0 | - | |
| EDJ INSURANCE COMPANY, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
21 active
| Name | Title |
|---|---|
| PENNINGTON, PENELOPE | CHIEF EXECUTIVE OFFICER |
| CELLA, KENNETH RAY JR | HEAD OF EXTERNAL AFFAIRS AND COMMUNITY ENGAGEMENT |
| LINK, RICHARD DAVID | CHIEF COMPLIANCE OFFICER |
| JOHNSON, KRISTIN MICHELE | CHIEF TRANSFORMATION OFFICER |
| DOLAN, LISA MARIE | HEAD OF BRANCH OPERATIONS AND SHARED SERVICES |
| HREVUS, TINA MARIE | CHIEF OF STAFF TO THE MANAGING PARTNER |
| REA, TIMOTHY ANDREW | CHIEF EXPERIENCE, BRAND AND MARKETING OFFICER |
| LAQUINTA, FRANCIS T | HEAD OF DIGITAL, DATA AND OPERATIONS |
| ROBERTS, WAYNE A. | HEAD OF NEW MARKET OPPORTUNITIES |
| MIEDLER, ANDREW TIMOTHY | CHIEF FINANCIAL OFFICER |
| GUNN, DAVID ALEXANDER | PRESIDENT OF EDWARD JONES (AN ONTARIO LIMITED PARTNERSHIP) |
| CHUBAK, DAVID | HEAD OF U.S. BUSINESS UNIT |
| MCDANIEL, SUZAN L | CHIEF HUMAN RESOURCES OFFICER |
| HAAS, LENA | HEAD OF WEALTH MANAGEMENT ADVICE AND SOLUTIONS |
| MALIK, HASAN A | CHIEF STRATEGY OFFICER |
| GUMBS, KEIR DEVON | GENERAL COUNSEL |
| PURDY, TODD JUDSON | HEAD OF OPERATIONS |
ADVDB.CO • SOURCE: SEC
Representatives
21,984 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LOUISE AMBRIZ | ST. LOUIS | MO | S66|2017-08-14 | ||||||
| SARA JANAK | ST. LOUIS | MO | S66|2017-10-07 | ||||||
| MICHAEL KUZARA | ST. LOUIS | MO | S66|2024-03-06 | ||||||
| ROBIN INMAN | ST. LOUIS | MO | S66|2016-08-22 | ||||||
| ELLIS GREENWALD | ST. LOUIS | MO | S63|1993-09-15 | ||||||
| WILLIAM MOYER | ST. LOUIS | MO | S66|2015-07-21 | ||||||
| ELIZABETH GORE | ST. LOUIS | MO | S66|2014-01-03 | ||||||
| JAMES OLDHAM | ST. LOUIS | MO | S66|2020-03-14 | ||||||
| JESSICA LAMBERT | ST. LOUIS | MO | S66|2018-03-26 | ||||||
| CRAIG KUNTZ | ST. LOUIS | MO | S66|2020-12-11 | ||||||
| ANDREA KESSLER | ST. LOUIS | MO | S66|2023-10-16 | ||||||
| JOHN GREENWOOD | ST. LOUIS | MO | S66|2008-05-08 | ||||||
| DAVID KAUFFMAN | ST. LOUIS | MO | S66|2011-04-08 | ||||||
| MELEENA BRYAN | ST. LOUIS | MO | S66|2012-09-28 | ||||||
| MICHAEL GAUTREAU | ST. LOUIS | MO | S63|2005-04-22 | CERTIFIED FINANCIAL PLANNER | |||||
| ANNE MEADOWS | ST. LOUIS | MO | S66|2023-06-12 | ||||||
| LINDA LY | ST. LOUIS | MO | S66|2023-11-12 | ||||||
| DAVID BEERMAN | ST. LOUIS | MO | S66|2018-05-26 | ||||||
| JEFFREY ANDERSON | ST. LOUIS | MO | S66|2007-08-10 | ||||||
| LAURA LEAR | ST. LOUIS | MO | S66|2010-05-20 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $825.0 | $0.0 | 0% | 29,003 | 0 | 0% |
| 2024-04-02 | $692.2 | $132.7 | 19% | 29,309 | -306 | -1% |
| 2023-04-04 | $593.1 | $231.9 | 39% | 28,607 | 396 | 1% |
| 2022-04-01 | $654.2 | $170.8 | 26% | 26,014 | 2,989 | 11% |
| 2021-04-05 | $519.8 | $305.2 | 59% | 25,434 | 3,569 | 14% |
| 2020-04-01 | $423.2 | $401.8 | 95% | 25,919 | 3,084 | 12% |
| 2019-04-01 | $329.0 | $496.0 | 151% | 23,408 | 5,595 | 24% |
| 2018-04-02 | $312.0 | $513.0 | 164% | 23,510 | 5,493 | 23% |
| 2017-04-01 | $204.2 | $620.8 | 304% | 21,003 | 8,000 | 38% |
| 2016-04-01 | $140.4 | $684.6 | 487% | 20,069 | 8,934 | 45% |
| 2015-04-01 | $135.6 | $689.4 | 509% | 20,021 | 8,982 | 45% |
| 2014-04-01 | $115.0 | $710.0 | 618% | 18,233 | 10,770 | 59% |
| 2013-04-01 | $87.5 | $737.5 | 843% | 17,587 | 11,416 | 65% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AK-02/12/1997, AL-11/17/2000, AR-06/01/1992, AZ-08/31/1994, CA-07/08/1997, CO-04/20/1999, CT-12/22/1997, DC-03/28/2007, DE-06/05/2003, FL-07/15/1991, GA-01/03/1994, HI-04/12/1995, IA-04/20/1999, ID-03/31/1992, IL-07/22/1982, IN-11/08/2000, KS-11/20/1961, KY-05/21/1991, LA-10/04/2001, MA-01/01/1998, MD-12/09/1994, ME-03/11/1993, MI-03/29/1999, MN-09/10/1992, MO-10/21/1988, MS-10/23/2000, MT-12/12/1997, NC-10/23/2000, ND-02/19/1992, NE-12/17/1997, NH-09/23/1994, NJ-02/22/1994, NM-04/30/1991, NV-01/02/1993, NY-09/02/2004, OH-04/29/1999, OK-01/01/1998, OR-03/02/2001, PA-02/21/1990, PR-02/27/2009, RI-08/25/1992, SC-04/09/1992, SD-05/24/1983, TN-07/29/1998, TX-12/11/1967, UT-04/14/1992, VA-12/18/1997, VI-01/14/2009, VT-11/21/1994, WA-03/15/1994, WI-03/10/1998, WV-04/14/1992, WY-07/26/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV