Firms by custodian
Registered investment advisers that custody at Edward D. Jones & Co.
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2 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Edward D. Jones & Co. | ST. Louis, MO | $1013.61B |
| Natixis Advisors | Boston, MA | $108.65B |
- Headquarters
- ST. Louis, MO
- Regulatory AUM
- $1013.61B
- Headquarters
- Boston, MA
- Regulatory AUM
- $108.65B
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 & Co. here says only what the filing says, and implies nothing about either firm's service.