EDWARD JONES
Latest filing: Oct 22, 2024 (32 days ago)
AUM
$692,248,248,508
17% change vs. 1 year ago
33% change vs. 3 years ago
110% change vs. 5 years ago
502% change vs. 10 years ago
Employee Count
29,309
2% change vs. 1 year ago
15% change vs. 3 years ago
25% change vs. 5 years ago
61% change vs. 10 years ago
Main Office
ST. LOUIS, MO
12555 MANCHESTER RD, ST. LOUIS, MO, UNITED STATES, 63131
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $289.7 |
| Non-Discretionary | $402.6 |
| Total | $692.2 |
| Client | AUM |
|---|---|
| Retail | $678.8 |
| Pooled | $0.0 |
| Institutional | $13.4 |
| Total | $692.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 3,064,663 | $401.4 |
| Average Individual AUM | $130,978 | |
| HNW | 450,746 | $277.4 |
| Average HNW AUM | $615,511 | |
| Retail Total | 3,515,409 | $678.8 |
| Average Retail AUM | $193,105 |
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 | $692.2 |
| Retail SMA AUM | $678.8 |
| Institutional SMA AUM | $13.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 30% | $207.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $6.9 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 68% | $470.7 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $6.9 |
| Other | 0% | $0.0 |
| Total | 100% | $692.2 |
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 | $178.2 | 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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| CLAYTON WORTHINGTON | ST. LOUIS | MO | S66|2021-04-05 | ||||||
| THOMAS NELSON | ST. LOUIS | MO | S63|2005-01-26|S66|2011-10-31 | ||||||
| VERMA SATTERFIELD | ST. LOUIS | MO | S63|1999-03-04|S66|2007-07-20 | ||||||
| ZACHARY DEWITT | ST. LOUIS | MO | S66|2023-07-26 | ||||||
| JACKSON WILLINGHAM | ST. LOUIS | MO | S66|2022-11-07 | ||||||
| LISA WAGNER | ST. LOUIS | MO | S63|2014-08-25|S66|2023-07-24 | ||||||
| LILLIAN KOWASZ | ST. LOUIS | MO | S66|2022-12-27 | ||||||
| JAMIE CARLSON | ST. LOUIS | MO | S66|2024-03-08 | ||||||
| KYLER PETERSON | ST. LOUIS | MO | S66|2022-07-25 | ||||||
| ROBIN BARSTOW | ST. LOUIS | MO | S66|2024-03-25 | ||||||
| JAKE WEINSTEIN | ST. LOUIS | MO | S65|2015-12-22|S63|2014-12-30 | ||||||
| LAURA SCHROEDER | ST. LOUIS | MO | S66|2008-09-12 | ||||||
| WILLIAM EDWARDS | ST. LOUIS | MO | S63|1981-01-20 | ||||||
| NICKI ELSBERRY | ST. LOUIS | MO | S63|2001-09-24|S66|2007-06-26 | ||||||
| ADAM CHAUVIN | ST. LOUIS | MO | S66|2019-11-22 | ||||||
| HEIDI GEMUENDEN | ST. LOUIS | MO | S66|2007-02-01 | ||||||
| ROBERT CHEEK | ST. LOUIS | MO | S66|2018-06-15 | ||||||
| ADAM CUSTER | ST. LOUIS | MO | S63|2000-05-24 | ||||||
| ANGELA DANIELS | ST. LOUIS | MO | S66|2010-08-27 | ||||||
| JOHN STEPHENS | ST. LOUIS | MO | S66|2023-06-13 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $692.2 | $0.0 | 0% | 29,309 | 0 | 0% |
| 2024-04-02 | $692.2 | $0.0 | 0% | 29,309 | 0 | 0% |
| 2023-04-04 | $593.1 | $99.1 | 17% | 28,607 | 702 | 2% |
| 2022-04-01 | $654.2 | $38.0 | 6% | 26,014 | 3,295 | 13% |
| 2021-04-05 | $519.8 | $172.5 | 33% | 25,434 | 3,875 | 15% |
| 2020-04-01 | $423.2 | $269.0 | 64% | 25,919 | 3,390 | 13% |
| 2019-04-01 | $329.0 | $363.3 | 110% | 23,408 | 5,901 | 25% |
| 2018-04-02 | $312.0 | $380.3 | 122% | 23,510 | 5,799 | 25% |
| 2017-04-01 | $204.2 | $488.0 | 239% | 21,003 | 8,306 | 40% |
| 2016-04-01 | $140.4 | $551.8 | 393% | 20,069 | 9,240 | 46% |
| 2015-04-01 | $135.6 | $556.7 | 411% | 20,021 | 9,288 | 46% |
| 2014-04-01 | $115.0 | $577.3 | 502% | 18,233 | 11,076 | 61% |
| 2013-04-01 | $87.5 | $604.7 | 691% | 17,587 | 11,722 | 67% |
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