Services and clients
Edward D. Jones & Co. provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Financial planning was provided to 10,000 clients last fiscal year.
Clients
Edward D. Jones & Co. reports 4,069,320 clients. They include 3,657,451 other individual clients, 372,771 high-net-worth individuals, and 20,833 pension and profit-sharing plans.
AUM per wealth client averages the assets reported for individuals and high-net-worth individuals over their reported client counts. It excludes institutional clients.
- Individuals (other than HNW)3,657,451 clients$613.21B in assets
- High-net-worth individuals372,771 clients$381.16B in assets
- Banking or thrift institutions1 client$2.54M in assets
- Pension and profit-sharing plans20,833 clients$5.42B in assets
- Charitable organizations2,041 clients$857.9M in assets
- Other client types16,223 clients$12.96B in assetsCorporations and other businesses; Other
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | 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 | Fewer than 5 | $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% | — |
- Clients
- 3,657,451
- Regulatory AUM
- $613,207,718,743
- AUM share
- 60.5%
- Avg. per client
- $168K
- Clients
- 372,771
- Regulatory AUM
- $381,161,660,926
- AUM share
- 37.6%
- Avg. per client
- $1.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $2,537,791
- AUM share
- 0.0%
- Avg. per client
- $2.54M
- Clients
- 20,833
- Regulatory AUM
- $5,419,282,994
- AUM share
- 0.5%
- Avg. per client
- $260K
- Clients
- 2,041
- Regulatory AUM
- $857,857,069
- AUM share
- 0.1%
- Avg. per client
- $420K
- Clients
- 10,848
- Regulatory AUM
- $8,148,326,274
- AUM share
- 0.8%
- Avg. per client
- $751K
- Clients
- 5,375
- Regulatory AUM
- $4,810,940,191
- AUM share
- 0.5%
- Avg. per client
- $895K
Total
- Clients
- 4,069,320
- Regulatory AUM
- $1,013,608,323,988
- AUM share
- 100%
- Avg. per client
- —
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. 28,751 clients received advice without assets under management last fiscal year.
Additional activity details
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 28,751
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 10000
Fees and minimums
Edward D. Jones & Co. is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Rates and terms vary by program. See the SEC brochures and fee pages for each schedule.
- EDWARD JONES ADVISORY SOLUTIONS FUND MODELS BROCHURE
- Submitted 26 March 2026
- EDWARD JONES ADVISORY SOLUTIONS UNIFIED MANAGED ACCOUNT (UMA) MODELS BROCHURE
- Submitted 26 March 2026
- EDWARD JONES RETIREMENT PLAN SERVICES BROCHURE
- Submitted 26 March 2026
- EDWARD JONES GENERATIONS FINANCIAL PLANNING BROCHURE
- Submitted 26 March 2026
- EDWARD JONES SMA MODEL PORTFOLIOS BROCHURE
- Submitted 26 March 2026
- EDWARD JONES INVESTMENT ADVISORY PROGRAM
- Submitted 26 March 2026
- EDWARD JONES OVERLAY MANAGEMENT SERVICES
- Submitted 26 March 2026
- EDWARD JONES BRANCH OFFICE FINANCIAL PLANNING SERVICES BROCHURE
- Submitted 29 July 2026
- EDWARD JONES GUIDED SOLUTIONS FLEX ACCOUNT BROCHURE
- Submitted 12 August 2026
- EDWARD JONES GUIDED SOLUTIONS FUND ACCOUNT BROCHURE
- Submitted 12 August 2026
- EDWARD JONES FINANCIAL ADVISOR MANAGED SOLUTIONS ACCOUNT BROCHURE
- Submitted 12 August 2026
- EDWARD JONES DIGITAL MANAGED SOLUTIONS
- Submitted 17 August 2026
Advisory Solutions Fund Models fee structure summary
Advisory Solutions Fund Models uses asset-based fees. Its fee combines a Program Fee and a Platform Fee, less applicable fee reductions or offsets.
Fee pages: 10
Advisory Solutions UMA Models fee structure summary
Advisory Solutions UMA Models combines a Program Fee, Platform Fee and SMA Manager Fees, less applicable reductions or offsets. Eligible investments also have internal fees and expenses disclosed in their prospectuses or offering documents.
Fee pages: 15
Retirement Plan Services fee structure summary
Retirement Plan Services can charge an asset-based basis-point fee or a flat dollar amount. Edward Jones chooses which pricing method to use.
Fee pages: 7
Generations Financial Planning fee structure summary
Generations Financial Planning charges a recurring annual fee, with the first-year amount stated in the signed Authorization and Agreement Form. Complexity can increase the fee, and plans addressing business interests carry an additional charge.
Fee pages: 6
SMA Model Portfolios fee structure summary
Edward Jones does not separately charge program sponsors for distributing and using its SMA Model Portfolios, though it reserves the right to do so. Compensation is received indirectly through the sponsors’ advisory program fees.
Fee pages: 3
Investment Advisory Program fee structure summary
The Investment Advisory Program uses asset-based fees comprising a Program Fee, Platform Fee and applicable SMA Manager Fees, less applicable reductions or offsets. Eligible investments also have their own internal fees and expenses.
Fee pages: 20
Overlay Management Services fee structure summary
Overlay Management Services does not charge the advisory program sponsors a separate fee, though it reserves the right to do so. Edward Jones receives indirect compensation through the advisory fees charged in those programs.
Fee pages: 5
Branch Office Financial Planning fee structure summary
Branch Office Financial Planning fees are payable in advance. Edward Jones may negotiate a lower fee; the fee for the selected service is recorded on the enrollment Authorization and Agreement Form.
Fee pages: 6
Guided Solutions Flex fee structure summary
Guided Solutions Flex uses asset-based fees comprising a Program Fee and a Platform Fee, less applicable reductions or offsets. Mutual funds and ETFs held in the account have additional internal fees and expenses.
Fee pages: 8
Guided Solutions Fund fee structure summary
Guided Solutions Fund uses asset-based fees comprising a Program Fee and a Platform Fee, less applicable reductions or offsets. Mutual funds and ETFs held in the account have additional internal fees and expenses.
Fee pages: 9
Financial Advisor Managed Solutions fee structure summary
Financial Advisor Managed Solutions uses asset-based fees comprising a Program Fee and a Platform Fee, less applicable reductions or offsets. Mutual funds and ETFs held in the account have additional internal fees and expenses.
Fee pages: 9
Digital Managed Solutions fee structure summary
Digital Managed Solutions charges an asset-based fee covering certain advisory, execution and custody services. Additional fund-level expenses and other fees are not included in that fee.
Fee pages: 7
Fee details and sources
EDWARD JONES FINANCIAL ADVISOR MANAGED SOLUTIONS ACCOUNT BROCHURE, submitted 12 August 2026.
Brochure and fee pagesFee pages: 9
EDWARD JONES GUIDED SOLUTIONS FUND ACCOUNT BROCHURE, submitted 12 August 2026.
Brochure and fee pagesFee pages: 9
EDWARD JONES GUIDED SOLUTIONS FLEX ACCOUNT BROCHURE, submitted 12 August 2026.
Brochure and fee pagesFee pages: 8
EDWARD JONES BRANCH OFFICE FINANCIAL PLANNING SERVICES BROCHURE, submitted 29 July 2026.
Brochure and fee pagesFee pages: 6
EDWARD JONES OVERLAY MANAGEMENT SERVICES, submitted 26 March 2026.
Brochure and fee pagesFee pages: 5
EDWARD JONES INVESTMENT ADVISORY PROGRAM, submitted 26 March 2026.
Brochure and fee pagesFee pages: 20
EDWARD JONES SMA MODEL PORTFOLIOS BROCHURE, submitted 26 March 2026.
Brochure and fee pagesFee pages: 3
EDWARD JONES GENERATIONS FINANCIAL PLANNING BROCHURE, submitted 26 March 2026.
Brochure and fee pagesFee pages: 6
EDWARD JONES RETIREMENT PLAN SERVICES BROCHURE, submitted 26 March 2026.
Brochure and fee pagesFee pages: 7
EDWARD JONES ADVISORY SOLUTIONS UNIFIED MANAGED ACCOUNT (UMA) MODELS BROCHURE, submitted 26 March 2026.
Brochure and fee pagesFee pages: 15
EDWARD JONES ADVISORY SOLUTIONS FUND MODELS BROCHURE, submitted 26 March 2026.
Brochure and fee pagesFee pages: 10
Ownership and people
The Jones Financial Companies, L.L.L.P. owns 75% or more of Edward D. Jones & Co., and Penelope Pennington is its CEO.
- Owns 75% or more of Edward D. Jones & Co., L.P.
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
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
Investments and reported holdings
What the accounts hold
- Stocks38%
- Funds60%
- Cash2%
Custodians
Edward D. Jones & Co.’s named custodians for separately managed accounts include Edward Jones Trust ($686,324,808,972), and Edward D. Jones & Co. ($327,309,253,843). Edward D. Jones & Co. has custody of $327.31B for 1,310,947 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Edward Jones Trust CompanyST. Louis, MO
- $686,324,808,972
- Edward D. Jones & Co., L.P.ST. Louis, MO
- $327,309,253,843
Offices and registration details
Besides its headquarters, Edward D. Jones & Co. has 15,120 offices, with 26 listed addresses across 12 states.
Arizona · 6 listed addresses
- 8620 South River Parkway, Tempe
- 18700 N Hayden RD Suite 190, Scottsdale
- 8640 S River Parkway, Tempe
- 1485 S Higley RD Suite 103, Gilbert
- 18655 N. Claret Drive, Scottsdale
- 8333 South River Parkway, Tempe
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
Florida · 2 listed addresses
- 111 N. Olive Avenue Suite 201, West Palm Beach
- 311 Park Place BLVD N, Clearwater
Georgia · 2 listed addresses
- 2004 Commerce DR N Suite 215, Peachtree City
- 2089 Teron Trace Suite 225, Dacula
Illinois · 2 listed addresses
- 1767 W Ogden Ave Suite 103, Naperville
- 1485 Commerce DR, Algonquin
Texas · 2 listed addresses
- 4800 N Navarro ST Suite 200, Victoria
- 1501 S Mopac Expy #310, Austin
California · 1 listed address
- 3500 W Olive Ave Suite 810, Burbank
Colorado · 1 listed address
- 12596 W Bayaud Ave Suite 380, Lakewood
Iowa · 1 listed address
- 108 N Highway 69 Suite 3, Huxley
Massachusetts · 1 listed address
- 175 Highland Avenue, Needham
New York · 1 listed address
- 825 Third Avenue Suite 2500, New York
South Carolina · 1 listed address
- 880 S Pleasantburg DR Suite 1a, Greenville
Other business names
Edward D. Jones & Co. has reported 1 other business name to the SEC.
- Edward Jones Generations
Registration details
- Legal name
- Edward D. Jones & Co., L.P.
- Website
- Not reported
- Headquarters
- 12555 Manchester RD, ST. Louis, MO 63131
- @3677
- SEC file
- 801-3297
- Structure
- Missouri limited partnership
- Fiscal year end
- December
- State notice filings
- 53 jurisdictions, most recently 26 July 2017
Notice filing jurisdictions
- Alabama
- Notice Filed · 17 November 2000
- Alaska
- Notice Filed · 12 February 1997
- Arizona
- Notice Filed · 31 August 1994
- Arkansas
- Notice Filed · 1 June 1992
- California
- Notice Filed · 8 July 1997
- Colorado
- Notice Filed · 20 April 1999
- Connecticut
- Notice Filed · 22 December 1997
- Delaware
- Notice Filed · 5 June 2003
- District of Columbia
- Notice Filed · 28 March 2007
- Florida
- Notice Filed · 15 July 1991
- Georgia
- Notice Filed · 3 January 1994
- Hawaii
- Notice Filed · 12 April 1995
- Idaho
- Notice Filed · 31 March 1992
- Illinois
- Notice Filed · 22 July 1982
- Indiana
- Notice Filed · 8 November 2000
- Iowa
- Notice Filed · 20 April 1999
- Kansas
- Notice Filed · 20 November 1961
- Kentucky
- Notice Filed · 21 May 1991
- Louisiana
- Notice Filed · 4 October 2001
- Maine
- Notice Filed · 11 March 1993
- Maryland
- Notice Filed · 9 December 1994
- Massachusetts
- Notice Filed · 1 January 1998
- Michigan
- Notice Filed · 29 March 1999
- Minnesota
- Notice Filed · 10 September 1992
- Mississippi
- Notice Filed · 23 October 2000
- Missouri
- Notice Filed · 21 October 1988
- Montana
- Notice Filed · 12 December 1997
- Nebraska
- Notice Filed · 17 December 1997
- Nevada
- Notice Filed · 2 January 1993
- New Hampshire
- Notice Filed · 23 September 1994
- New Jersey
- Notice Filed · 22 February 1994
- New Mexico
- Notice Filed · 30 April 1991
- New York
- Notice Filed · 2 September 2004
- North Carolina
- Notice Filed · 23 October 2000
- North Dakota
- Notice Filed · 19 February 1992
- Ohio
- Notice Filed · 29 April 1999
- Oklahoma
- Notice Filed · 1 January 1998
- Oregon
- Notice Filed · 2 March 2001
- Pennsylvania
- Notice Filed · 21 February 1990
- Puerto Rico
- Notice Filed · 27 February 2009
- Rhode Island
- Notice Filed · 25 August 1992
- South Carolina
- Notice Filed · 9 April 1992
- South Dakota
- Notice Filed · 24 May 1983
- Tennessee
- Notice Filed · 29 July 1998
- Texas
- Notice Filed · 11 December 1967
- Utah
- Notice Filed · 14 April 1992
- Vermont
- Notice Filed · 21 November 1994
- Virgin Islands
- Notice Filed · 14 January 2009
- Virginia
- Notice Filed · 18 December 1997
- Washington
- Notice Filed · 15 March 1994
- West Virginia
- Notice Filed · 14 April 1992
- Wisconsin
- Notice Filed · 10 March 1998
- Wyoming
- Notice Filed · 26 July 2017
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 & Co. have?
Edward D. Jones & Co. has 4,069,320 clients and manages $1013.6 billion for them, as of September 2026. They include 3,657,451 other individual clients, 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 & Co. offer?
Edward D. Jones & Co. 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 & Co. use?
Edward D. Jones & Co.’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 & Co. have?
Edward D. Jones & Co. 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 employees are registered representatives of a broker-dealer and 21,396 employees 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 & Co. invest in?
At the end of its last fiscal year, Edward D. Jones & Co.’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities and 2% cash and equivalents.
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 & Co.?
Edward D. Jones & Co.’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 & Co. get paid?
Edward D. Jones & Co. 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