|
⚲
|
| Edward D Jones & Co LP
✚
|
|
|---|---|
| CRD # | 250 |
| SEC # | 801-3297 |
| CIK # | |
| AUM | $593.1 BB (2023-03-30) |
| Employees | 26,014 (75% Investors, 80% Brokers) |
| Phone | 314-515-2000 |
| Address | 12555 Manchester Rd St Louis, MO 63131 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,844,933 | 385.9 |
| (b) Individuals (high net worth individuals) | 397,877 | 255.9 |
| (c) Banking or thrift institutions | 4 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10,945 | 3.9 |
| (h) Charitable organizations | 1,601 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8,578 | 5.1 |
| (n) Other | 3,750 | 2.8 |
| Total | 4,299,176 | 654.2 |
| By Discretionary | ||
| Discretionary | 1,170,402 | 281.4 |
| Non-Discretionary | 3,128,774 | 372.8 |
| Total | 4,299,176 | 654.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 654.2 | |
| Total | 4,299,176 | 654.2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Edward D Jones & Co LP
✚
|
MO | 593.1 |
|
Olive Street Investment Advisers LLC
✚
|
MO | 149.0 |
|
Passport Research Ltd
✚
|
MO | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 782.6 |
|
Managed Account Advisors LLC
✚
|
NJ | 576.3 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 524.9 |
|
Dodge & Cox
✚
|
CA | 322.9 |
|
Vanguard Advisers Inc
✚
|
PA | 299.2 |
|
Lord Abbett & Co LLC
✚
|
NJ | 211.2 |
|
John Hancock Investment Management LLC
✚
|
MA | 181.8 |
|
Fisher Asset Management LLC
✚
|
TX | 173.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 171.3 |
|
TRowe Price Investment Management Inc
✚
|
MD | 165.5 |