Edward Jones

Overview

Edward Jones operates as a limited partnership that functions primarily as a conventional broker-dealer and insurance broker while also offering advisory services. The firm serves both individuals and families as well as institutional clients, and its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Edward Jones reports being an active ESG investor and uses a mix of fee structures, including percentage-of-AUM and fixed fees. The business mix blends brokerage and insurance distribution with adviser services rather than positioning as a third-party capital allocator. The firm is organized to custody assets in-house and through related entities, reflecting an integrated dealer–custodian model common among large wirehouses that also maintain a broad retail branch network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices