EDWARD JONES

Overview

Edward Jones is organized as a limited partnership 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 clients, offering a mix of advisory and brokerage services. Advisory capabilities reported include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM models, fixed fees, and other fee structures. The firm is identified as an active ESG investor and does not function as a capital allocator in the sense of making direct private capital commitments on behalf of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices