EDWARD JONES

EDWARD D. JONES & CO., L.P.

CRD 250 · SEC 801-3297

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12555 MANCHESTER RD, ST. LOUIS, MO, 63131, United States

Phone

314-515-2000

Fax

314-515-9700

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.01T

Discretionary AUM

$494.27B

Team

36317 total employees; 20304 advisory reps; 28751 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; SEE SCHEDULE D - MISCELLANEOUS

Org form

Limited Partnership

Filing date

2026-05-13

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	3657451	$613.21B
High net worth individuals	372771	$381.16B
Banking/thrift institutions	1	$2.5M
Pension/profit sharing plans	20833	$5.42B
Charitable organizations	2041	$857.9M
Corporations/business entities	10848	$8.15B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD