Edward Jones
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
FINTRXOverview
Edward Jones is organized as a limited partnership and operates primarily as a broker-dealer and insurance broker while also providing advisory services. The firm is SEC-registered (since 1963) and serves individual and family clients alongside institutional relationships. Its advisory offering includes financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM schedules, fixed fees and other fee types. Edward Jones identifies as an active ESG investor and does not function as a separate capital allocator to external private managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities38%
- Cash & Cash Equivalents2%
Owners & executives
3 of 42Linda Carter
Program CoordinatorCRD 1460711
Sally Quattlebaum
Recruiting CoordinatorCRD 2163956
Valquennette Taylor
Chief ConsultantCRD 2546101
Contacts
3 of 25017
Robert Bartenstein
Financial AdvisorCRD 13873
Abe Dye
Investment AdviserCRD 74380
Todd Gerber
Financial AdvisorCRD 221091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,485Active vs passive
$172B in ETFs
82%
$141B
7%
$30.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $16.6B | 39,228,809 | 9.64% |
Location
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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