Edward Jones

• A percentage of assets under your management
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: $5,000

As stated in the firm's Form ADV Part 2A brochure dated August 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,013,608,323,988 as of October 2026, filing dated September 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• 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 advisers (including private fund managers)

Legal name

Edward D. Jones & Co., L.P.

Also doing business as

EDWARD JONES GENERATIONS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

1963 (62 years)

Employees

Total: 36,317. Performing investment advisory functions: 20,304.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Edward Jones · affiliatedEdward Jones Trust Company · affiliated

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

21 other offices, as of the October 2026 filing

Algonquin, ILAustin, TXBurbank, CAClearwater, FLColumbia, MODacula, GAGilbert, AZGreenville, SCHuxley, IALakewood, COMaryland Heights, MONaperville, ILNeedham, MANew York, NYPeachtree City, GAScottsdale, AZSt Louis, MOSt. Louis, MOTempe, AZVictoria, TXWest Palm Beach, FL

States registered or notice-filed

53 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

15 Reports 15 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

• 11.A(2) In the past ten years, has the firm or an advisory affiliate been charged with a felony?
• 11.B(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?
• 11.B(2) In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Regulatory matters Items 11.C to 11.G

• 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
• 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.D(5) Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
• 11.F Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?
• 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $519,780,123,422 in the October 2021 data and $1,013,608,323,988 in the October 2026 data, up 95%.

Total employees: 25,434 in October 2021 and 36,317 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Regulatory assets under management went from $824,988,034,503 to $1,013,608,323,988 (+23%).
   • Employees performing advisory functions went from 22226 to 20304.
   • Changed its office addresses in Huxley, IA.
   • Added an office in Algonquin, IL.
   • Added an office in Austin, TX.
   • Added an office in Burbank, CA.
   • Added an office in Clearwater, FL.
   • Added an office in Columbia, MO.
   • Added an office in Dacula, GA.
   • Added an office in Gilbert, AZ.
   • Added an office in Greenville, SC.
   • Added an office in Lakewood, CO.
   • Added an office in Maryland Heights, MO.
   • Added an office in Naperville, IL.
   • Added an office in Needham, MA.
   • Added an office in New York, NY.
   • Added an office in Scottsdale, AZ.
   • Added an office in St Louis, MO.
   • Added an office in Tempe, AZ.
   • Added an office in Victoria, TX.
   • Added an office in West Palm Beach, FL.
   • No longer lists an office in Aberdeen, SD.
   • No longer lists an office in Bedford, NH.
   • No longer lists an office in Bethesda, MD.
   • No longer lists an office in Bismarck, ND.
   • No longer lists an office in Boston, MA.
   • No longer lists an office in Brooklyn, NY.
   • No longer lists an office in Carlsbad, NM.
   • No longer lists an office in Centerville, OH.
   • No longer lists an office in Chicago, IL.
   • No longer lists an office in Clarkston, WA.
   • No longer lists an office in Clinton, IN.
   • No longer lists an office in Conroe, TX.
   • No longer lists an office in Dickson, TN.
   • No longer lists an office in Eugene, OR.
   • No longer lists an office in Findlay, OH.
   • No longer lists an office in Greeley, CO.
   • No longer lists an office in Hays, KS.
   • No longer lists an office in Joliet, IL.
   • No longer lists an office in Kingwood, TX.
   • No longer lists an office in Stuttgart, AR.
   • No longer lists an office in West Chester, PA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.