# Edward Jones

> Edward Jones is an SEC-registered investment advisory firm in St. Louis, MO, registered since 1963, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 250
- Filed as: EDWARD JONES
- Legal name: Edward D. Jones & Co., L.P.
- Also doing business as: EDWARD JONES GENERATIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/250
- AdvisorCensus page: https://advisorcensus.com/firm/edward-jones-st-louis-mo-250

## Quick answers

**How is Edward Jones compensated?**
On its Form ADV (Item 5.E, October 2026), Edward Jones reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Edward Jones located?**
Edward Jones' principal office is in St. Louis, MO, according to its Form ADV; the October 2026 filing also lists 21 other offices (Schedule D, Section 1.F).

**Is Edward Jones registered with the SEC or a state?**
Edward Jones is an SEC-registered investment advisory firm, registered since 1963. Status as filed: Approved. CRD 250.

**How much does Edward Jones manage?**
Edward Jones reports $1,013,608,323,988 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (49% discretionary).

**How have Edward Jones' assets and staff changed since 2021?**
In the Form ADV data for Edward Jones: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edward Jones serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,657,451); high net worth individuals (372,771); pension and profit sharing plans (but not the plan participants or government pension plans) (20,833).

**Which custodians does Edward Jones use?**
Edward Jones' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Edward Jones (affiliated with the firm) and Edward Jones Trust Company (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does Edward Jones report any disciplinary disclosures?**
Reports 15 disclosure items on Form ADV Item 11: yes answers to 3 questions about criminal matters and 12 questions about regulatory matters (11.A(2), 11.B(1), 11.B(2), 11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(1), 11.D(2), 11.D(4), 11.D(5), 11.E(2), 11.E(4), 11.F, 11.G). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/250

**Does Edward Jones state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "The minimum amount required to open a Digital Managed Solutions account is $5,000."

**What changed in Edward Jones' recent Form ADV filings?**
In the April 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: $5,000

> The minimum amount required to open a Digital Managed Solutions account is $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Edward Jones (affiliated with the firm)
- Edward Jones Trust Company (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,013,608,323,988
- Discretionary: $494,274,246,692
- Non-discretionary: $519,334,077,296

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,657,451 | $613,207,718,743 |
| High net worth individuals | 372,771 | $381,161,660,926 |
| Banking or thrift institutions | 1 | $2,537,791 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20,833 | $5,419,282,994 |
| Charitable organizations | 2,041 | $857,857,069 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 10,848 | $8,148,326,274 |
| Other | 5,375 | $4,810,940,191 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1963 (62 years)
- Employees: 36,317 total, 20,304 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 15 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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)?
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/250

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Algonquin, IL
- Austin, TX
- Burbank, CA
- Clearwater, FL
- Columbia, MO
- Dacula, GA
- Gilbert, AZ
- Greenville, SC
- Huxley, IA
- Lakewood, CO
- Maryland Heights, MO
- Naperville, IL
- Needham, MA
- New York, NY
- Peachtree City, GA
- Scottsdale, AZ
- St Louis, MO
- St. Louis, MO
- Tempe, AZ
- Victoria, TX
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- accountaccess.edwardjones.com
- bridgebuildermutualfunds.com
- bridgebuildermutualfunds.edwardjones.com
- careers.edwardjones.com
- edwardjones.ca
- edwardjones.com
- edwardjonesatwork.com
- edwardjonesbenefits.com
- edwardjonescreditcard.com
- vimeo.com/edwardjones
- vimeo.com/user/85868545
- wisdom.edwardjones.com/US-EN/EDWOW
- Facebook @EDWARDJONES
- Facebook @EDWARDJONESCAREERS
- Instagram @edwardjones
- LinkedIn @3677
- X @EDWARDJONES
- YouTube @EDWARDJONESVIDEO
- YouTube @UCztA10N-KCsiGYU-te9UB_Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $519,780,123,422 | 25,434 | September 30, 2021 |
| October 2022 | $654,235,011,481 | 26,014 | August 25, 2022 |
| October 2023 | $593,126,816,828 | 28,607 | March 30, 2023 |
| October 2024 | $692,248,248,508 | 29,309 | September 30, 2024 |
| October 2025 | $824,988,034,503 | 29,003 | July 15, 2025 |
| October 2026 | $1,013,608,323,988 | 36,317 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edward Jones (CRD 250): Form ADV filing data as of October 2026.