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Edward Jones Trust Company

Edward Jones Trust Company is an inactive RIA.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$945.4M
Total Assets
2K
Accounts
$618.7K
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

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  •   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

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Name Title Tenure Date
Lisa Catherine Carroll Chief Compliance Officer 10/01/2002
Carolyn Ann Parmer President and Chief Executive Officer, Director 07/01/2006
Kevin James Huonker Vice President and General Counsel 07/01/2006
Christopher Wayne Moffitt Secretary and Treasurer 07/01/2006
Connie Mary Ann Burkhardt Director 07/01/2006

Affiliated Investment Advisors and Broker Dealers

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Name Type Total Assets
Gregory Mark Allen

Principal Office & Place of Business

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Principal Office

Address:
12555 Manchester Road
St. Louis , MO 63131
Phone Number: 800-445-7224

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees