Edward D. Jones &: AUM & Ownership

Clients

Edward D. Jones & serves 4,069,320 clients, 3,657,451 of them other individuals. The average client has about $249,000 with the firm, and high-net-worth clients hold 38% of its $1013.6 billion in assets.

Regulatory assets by client type

Individuals3,657,451 clients60%
High-net-worth individuals372,771 clients38%
OtherBanking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations and other businesses, Other2%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Individuals (other than HNW)	3,657,451	$613,207,718,743	60.5%	$168K
High-net-worth individuals	372,771	$381,161,660,926	37.6%	$1.02M
Banking or thrift institutions	1	$2,537,791	0.0%	$2.54M
Pension and profit-sharing plans	20,833	$5,419,282,994	0.5%	$260K
Charitable organizations	2,041	$857,857,069	0.1%	$420K
Corporations and other businesses	10,848	$8,148,326,274	0.8%	$751K
Other	5,375	$4,810,940,191	0.5%	$895K
Total	4,069,320	$1,013,608,323,988	100%	$249K

Individuals (other than HNW)

Clients: 3,657,451
Regulatory AUM: $613,207,718,743
Share: 60.5%
Avg. per client: $168K

High-net-worth individuals

Clients: 372,771
Regulatory AUM: $381,161,660,926
Share: 37.6%
Avg. per client: $1.02M

Banking or thrift institutions

Clients: 1
Regulatory AUM: $2,537,791
Share: 0.0%
Avg. per client: $2.54M

Pension and profit-sharing plans

Clients: 20,833
Regulatory AUM: $5,419,282,994
Share: 0.5%
Avg. per client: $260K

Charitable organizations

Clients: 2,041
Regulatory AUM: $857,857,069
Share: 0.1%
Avg. per client: $420K

Corporations and other businesses

Clients: 10,848
Regulatory AUM: $8,148,326,274
Share: 0.8%
Avg. per client: $751K

Other

Clients: 5,375
Regulatory AUM: $4,810,940,191
Share: 0.5%
Avg. per client: $895K

Total

Clients: 4,069,320
Regulatory AUM: $1,013,608,323,988
Share: 100%
Avg. per client: $249K

What it does

Edward D. Jones & provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets, fixed fees and other arrangements.

Edward D. Jones & provided financial planning to 10,000 clients last fiscal year and advises no private funds.

48.8% of assets ($494.27B across 1,782,026 accounts) are managed with discretion; $519.33B across 3,848,491 accounts are not. $1013.61B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 28,751 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks38%
Funds60%
Cash2%

Custodians

Edward D. Jones &’s client accounts are held mainly at Edward Jones Trust, with $686,324,808,972 in filed separately managed account assets, and Edward D. Jones &, with $327,309,253,843 in filed separately managed account assets. Edward D. Jones & has custody of $327.31B for 1,310,947 clients.

Managed account assets by custodian

The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.

Edward Jones Trust Company: $686,324,808,972
Edward D. Jones & Co., L.P.: $327,309,253,843

Ownership and leadership

The Jones Financial Companies, L.L.L.P. owns 75% or more of Edward D. Jones &, and Penelope Pennington is its CEO.

Who owns the firm

Edward D. Jones & Co., L.P.· the adviser

The Jones Financial Companies, L.L.L.P.
Control person · since August 1987
Owns 75% or more of Edward D. Jones & Co., L.P.
JFC Holding Company, Inc.
Control person · since November 2020
Owns 75% or more of Edward D. Jones & Co., L.P.

Leadership

Penelope Pennington
Chief Executive Officer
Andrew Timothy Miedler
Chief Financial Officer
Kristin Michele Johnson
Chief Operating Officer
Jennifer A Grego
Chief Compliance Officer - Broker/Dealer
Elizabeth E O'Hanlon
Chief Compliance Officer - Investment Advisor
David Chubak
Head of Wealth Management & Field Management
Keir Devon Gumbs
Chief Legal Officer
David Alexander Gunn
Head of U.S. Business Unit
Joseph Lawrence Klocke
Co-Head of Supervision
Todd Judson Purdy
Head of Operations
Casey John Whalley
Co-Head of Supervision

Staff

36,317 employees
20,304 in advisory functions
23,642 state-registered reps
24,838 broker-dealer reps
21,396 insurance agents
8 soliciting firms

Fees

Edward D. Jones & is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.

Edward D. Jones &’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Edward D. Jones & has 15,120 offices, with 26 listed addresses across 12 states.

Listed office addresses by state

Missouri · 6 listed addresses

12555 Manchester RD, ST. LouisHQ
170 Edward Jones BLVD, ST Louis
201 Progress Parkway, Maryland Heights
93 Progress Parkway, Maryland Heights
4205 Philips Farm RD Suite 100, Columbia
130 Edward Jones Boulevard, ST. Louis

Other business names

Edward D. Jones & has reported 1 other business name to the SEC.

Edward Jones Generations

Registration details

Legal name: Edward D. Jones & Co., L.P.
Headquarters: 12555 Manchester RD, ST. Louis, MO 63131
Phone: 314-515-2000
Website: Not reported
SEC file: 801-3297
Structure: Missouri limited partnership
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Edward D. Jones & have?

Edward D. Jones & has 4,069,320 clients and manages $1013.6 billion for them, as of September 2026. They include 3,657,451 other individuals, 372,771 high-net-worth individuals and 20,833 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026

What services does Edward D. Jones & offer?

Edward D. Jones & provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Edward D. Jones & use?

Edward D. Jones &’s separately managed account assets are held at Edward Jones Trust Company (ST. Louis, MO), with $686,324,808,972 and Edward D. Jones & Co., L.P. (ST. Louis, MO), with $327,309,253,843. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026

How many financial advisors does Edward D. Jones & have?

Edward D. Jones & has 23,642 investment adviser representatives registered with state securities authorities, out of 36,317 employees, and 20,304 perform investment advisory functions. 24,838 are registered representatives of a broker-dealer and 21,396 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Edward D. Jones & invest in?

At the end of its last fiscal year, Edward D. Jones &’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities and 2% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Edward D. Jones &?

Edward D. Jones &’s direct owners are the Jones Financial Companies, L.L.L.P. (75% or more) and JFC Holding Company, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026

How does Edward D. Jones & get paid?

Edward D. Jones & is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file