AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $169.5 |
| Non-Discretionary | $0.0 |
| Total | $169.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $169.5 |
| Institutional | $0.0 |
| Total | $169.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | $825.0 | broker-dealer | 250 |
| EDWARD JONES INSURANCE AGENCY OF MASSACHUSETTS, L.L.C. | $0.0 | - | |
| EDWARD JONES INSURANCE AGENCY OF CALIFORNIA, L.L.C. | $0.0 | - | |
| EDWARD JONES TRUST COMPANY | $0.0 | trust company | - |
| EDWARD JONES INSURANCE AGENCY OF NEW MEXICO, L.L.C. | $0.0 | - | |
| EDJ INSURANCE COMPANY, INC. | $0.0 | - | |
| EDWARD JONES | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $169.5 | $0.0 | 0% | 218 | 0 | 0% |
| 2024-04-02 | $178.2 | -$8.7 | -5% | 246 | -28 | -11% |
| 2023-04-04 | $149.0 | $20.5 | 14% | 173 | 45 | 26% |
| 2022-04-01 | $130.7 | $38.8 | 30% | 136 | 82 | 60% |
| 2021-04-05 | $106.2 | $63.3 | 60% | 121 | 97 | 80% |
| 2020-04-01 | $81.5 | $88.0 | 108% | 109 | 109 | 100% |
| 2019-04-01 | $63.0 | $106.5 | 169% | 101 | 117 | 116% |
| 2018-04-02 | $50.4 | $119.1 | 236% | 96 | 122 | 127% |
| 2017-04-01 | $31.6 | $137.9 | 437% | 88 | 130 | 148% |
| 2016-04-01 | $22.6 | $146.9 | 649% | 77 | 141 | 183% |
| 2015-04-01 | $7.7 | $161.8 | 2101% | 59 | 159 | 269% |
| 2014-04-01 | $5.9 | $163.7 | 2786% | 22 | 196 | 891% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MO, AZ-03/31/2017, MO-04/01/2013 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV