Edward Jones

Broker-DealerFINRA Member

Total AUM

$1T

Discretionary

$494B

49% of AUM

Accounts

5,630,517

Employees

36,317

Advisory reps

25,371

Brokerage reps

24,838

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 250
Registered since: October 24, 1963
Website: www.edwardjones.com
Custodians: EDWARD D. JONES & CO., L.P., EDWARD JONES
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals60.5%
HNWI37.6%
Corporations / Businesses0.8%
Pension & Profit Sharing Plans0.53%
Other0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Edward Jones is a limited partnership that operates primarily as a broker-dealer and insurance broker while providing advisory services across individual, family and institutional clients. The firm is SEC-registered (registered in 1963) and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection services. Edward Jones also maintains affiliated trust and banking-related entities and engages in broker-dealer activities through its network of offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities38%
Cash & Cash Equivalents2%

Owners & executives

3 of 43

Clayton Begnaud
President & CEO CFP®, AIF®, CEPACRD 4296608
Kathy Bauer
President & CEO CFP®, AIF®, CEPACRD 4400425
Erin Marshall
Project CoordinatorCRD 3250697

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Contacts

3 of 25328

David Schur
Financial AdvisorCRD 5639011
Vanessa Conwell
Financial ConsultantCRD 5639581
Jennifer Skiles
Financial AdvisorCRD 5639907

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1,613

Active vs passive

$209B in ETFs

Passive

77%

$161B

Active

8%

$48.5B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$18.1B	219,112,994	8.67%

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Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 12555 Manchester Rd
Time zone: CT (UTC-6)
Office locations

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