SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Edward Jones
St. Louis, MO
Edward D. Jones & Co., L.P., CRD 250
Firm filing updated September 25, 2026 ·
- $1013.6BAssets
- 20,304Advisory staff
- 5,630,517Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals3,657,451
- High net worth individuals372,771
- Pension and profit sharing plans20,833
- Corporations or other businesses10,848
- Charities2,041
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,657,451 | $613.2 billion |
| High net worth individuals | 372,771 | $381.2 billion |
| Banking or thrift institutions | Fewer than 5 clients | $2.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20,833 | $5.4 billion |
| Charitable organizations | 2,041 | $857.9 million |
| Corporations or other businesses not listed above | 10,848 | $8.1 billion |
| Other: "PARTNERSHIPS, INVESTMENT CLUBS AND LIMITED LIABILITY COMPANIES" | 5,375 | $4.8 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1013.6 billion
- Accounts5,630,517
- Discretionary$494.3 billion · 1,782,026 accounts
- Non-discretionary$519.3 billion · 3,848,491 accounts
People
- Employees36,317
- Advisory staff20,304
- Broker-dealer reps24,838
- Licensed insurance agents21,396
- Planning clients10,000
Advisors
15,271 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Edward D. Jones & Co., L.P. SEC-registered investment advisor. CRD 250, SEC file 801-3297.
- Registered with the SEC as an investment advisor (status date on record: October 24, 1963).
Is Edward Jones a fiduciary?
Short answer: Edward Jones is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 24,838 staff are broker-dealer representatives, the firm is itself a broker-dealer and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
21,396 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.