Edward Jones

Broker-DealerFINRA MemberEst. 1963

Total AUM

$1T

Discretionary

$494B

49% of AUM

Accounts

5,630,517

Employees

36,317

Advisory reps

25,331

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 long-established limited partnership operating primarily as a retail-focused broker-dealer and insurance broker that also provides advisory services. The firm offers financial planning and portfolio management for individuals, small businesses and institutional clients, plus pension consulting and adviser selection services. Fee arrangements include percentage-of-AUM programs, fixed-fee engagements and other pricing models. Edward Jones reports being an active ESG investor and uses affiliated custodial arrangements as part of its platform.

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 41

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 25290

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 1,614

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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