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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 18, 2016
    • $135.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 719K
      Accounts
    • $188.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

16,805

name start date
Joseph Karl Stern
February 2007
Allen Burdette Parker
July 2006
Brian Derrick Herbel
January 2007
Jan Marie Vonderhaar Pautvein
October 2007
Chris Noel
October 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cip Management, L.P., L.L.L.P. IAR $284,514
    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. -- --
    Edward Jones Trust Company IAR $945,425,957
    Olive Street Investment Advisers, LLC IAR $7,704,594,362
    Passport Research, Ltd. IAR $18,626,060,606

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Richard David Link Chief Compliance Officer December, 2015 less than 5%
      Kenneth Ray Jr Cella Principal Of Financial Advisor Talent Acquisition, Training, & Career Development, And Boa Talent Acquisition & Performance July, 2014 less than 5%
      Daniel John Timm Principal Of Financial Advisor Training & Development January, 2009 less than 5%
      Penelope Pennington Principal Of Client Strategies Group July, 2014 less than 5%
      Kevin Dwayne Bastien Chief Financial Officer January, 2009 less than 5%
      James Donald Weddle Chief Executive Officer January, 2006 less than 5%
      James A Jr Tricarico Chief Legal Officer July, 2006 less than 5%
      Norman Lee Eaker Chief Operations Officer May, 1998 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets