The EDWARD D JONES is a publicly held investment adviser that advises $1,212.55Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. EDWARD D JONES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 79.12% over the last 5-years.
The Group has been registered with the SEC for 62.81 years and is comprised of 2 filing and 0 relying advisers. They operate out of 21 office locations with their Headquarters at 12555 MANCHESTER RD, ST. LOUIS, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 36,549 employees comprised of 20,536 investment and 16,013 non-investment staff. The total number of Employees increased by 43.02% over the last 5-years.
Their $1,212.55Bn in assets advised are owned by 0 private funds, 13 public funds and BDCs and 33,723 other accounts. Assets of Individuals clients own $613.21Bn or 50.57% of Total Assets and High Net Worth Individuals own $381.16Bn or 31.43% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 56.56% and 43.44% of total assets, respectively.
They advise 7 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $33.24Bn in assets.
The Group discloses fixed fees and management fees.
EDWARD D JONES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.