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| Happy Holidays!! thanks for using AUM13F!! |
| Edward D Jones & Co LP
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|---|---|
| CRD # | 250 |
| SEC # | 801-3297 |
| CIK # | 0001130371, 0000053903, 0000810417 |
| AUM | $825.0 B (2025-07-15) |
| Employees | 29,003 (77% Investors, 77% Brokers) |
| Phone | 314-515-2000 |
| Address | 12555 Manchester Rd St Louis, MO 63131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,197,890 | 453.9 |
| (b) Individuals (high net worth individuals) | 517,548 | 355.0 |
| (c) Banking or thrift institutions | 4 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13,062 | 4.6 |
| (h) Charitable organizations | 1,803 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9,330 | 7.2 |
| (n) Other | 4,158 | 3.6 |
| Total | 5,086,856 | 825.0 |
| By Discretionary | ||
| Discretionary | 1,392,792 | 342.6 |
| Non-Discretionary | 3,694,064 | 482.4 |
| Total | 5,086,856 | 825.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 825.0 | |
| Total | 5,086,856 | 825.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Edward D Jones & Co LP
✚
|
MO | 825.0 |
|
Olive Street Investment Advisers LLC
✚
|
MO | 169.5 |
|
Passport Research Ltd
✚
|
MO | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,437.0 |
|
Managed Account Advisors LLC
✚
|
NJ | 829.7 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 606.0 |
|
Vanguard Asset Management Limited
✚
|
483.0 | |
|
US Bancorp Asset Management Inc
✚
|
MN | 402.8 |
|
Dodge & Cox
✚
|
CA | 400.3 |
|
NISA Investment Advisors LLC
✚
|
MO | 315.3 |
|
Vanguard Advisers Inc
✚
|
PA | 300.4 |
|
Fisher Asset Management LLC
✚
|
TX | 298.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 207.1 |