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Edward Jones

Edward Jones
Edward Jones is a Broker-Dealer with over 16,722 financial professionals registered nationwide. The firm's primary clients are Individuals, High Net Worth Individuals and Banking or Thrift Institutions.

Firm Information

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Advisors (16,722)

Name Start Date
Joseph Karl Stern Feb 2007
Brian Derrick Herbel Jan 2007
Allen Burdette Parker Jul 2006
Christopher Noel Oct 2009
Jan Marie Vonderhaar Pautvein Oct 2007
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$135.6B
Total Assets
719K
Accounts
$188.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

  •   The Jones Financial Companies, L.L.L.P. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Norman Lee Eaker Chief Operations Officer 05/01/1998
Pamela Kay Cavness Chief Compliance Officer 03/01/1997
James A Tricarico Chief Legal Officer 07/01/2006
James Donald Weddle Chief Executive Officer 01/01/2006
Kevin Dwayne Bastien Chief Financial Officer 01/01/2009

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Cip Management, L.P., L.L.L.P. IAR $284,514
Edward Jones (Ontario, L.P.)
Edward Jones Insurance Agency
Edward Jones Insurance Agency (Quebec), Inc.
Edward Jones Insurance Agency of California, L.L.C.
Edward Jones Insurance Agency of Massachusetts, L.L.C.
Edward Jones Insurance Agency of New Mexico, L.L.C.
Olive Street Investment Advisers, LLC IAR $7,704,594,362
Passport Research Ltd.

Principal Office & Place of Business

Principal Office

Address:
12555 Manchester Rd
St. Louis , MO 63131
Phone Number: 314-515-2000
Other Offices Address City State Zip
1908 West Avenue H Temple TX 76504
8640 S. River Parkway Tempe AZ 85284
2675 Corporate Exchange Drive Columbus OH 43231
2700 Sternberg Drive Hays KS 67601
3111 South Arizona Joplin MO 64804
711 West Church Newark OH 43058-0457
255 Fiserv Drive Brookfield WI 53008

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets