Edward Jones

Overview

Edward Jones is structured as a limited partnership with roots dating to the early 1960s and operates primarily as a broker-dealer and insurance broker while also serving as a qualified custodian. The firm serves both individual and family clients as well as institutional relationships, offering a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for larger business and institutional clients, pension consulting and the selection of other advisers. Its client billing includes percentage-of-AUM arrangements, fixed fees and other fee structures. The firm is flagged as an active ESG investor and lists industry affiliations that span broker-dealer, other investment adviser, commodity pool operator/CTA, banking or thrift institutions, trust companies and insurance companies. The profile indicates the firm is not primarily a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices