Firms by custodian
Registered investment advisers that custody at Edward D. Jones &
2 SEC-registered advisers report Edward D. Jones & as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Edward D. Jones &CRD 250 | ST. Louis, MO | $1013.61B | 20,304 | 4,069,320 |
| Natixis AdvisorsCRD 106800 | Boston, MA | $108.65B | 48 | 115,562 |
Edward D. Jones &CRD 250$1013.61B
- Headquarters
- ST. Louis, MO
- Advisory staff
- 20,304
- Clients
- 4,069,320
Natixis AdvisorsCRD 106800$108.65B
- Headquarters
- Boston, MA
- Advisory staff
- 48
- Clients
- 115,562
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Edward D. Jones & here says only what the filing says, and implies nothing about either firm's service.