Investment adviser · CRD 250
EDWARD JONES
Investment adviser filing (IA)
EDWARD D. JONES & CO., L.P.
ST. LOUIS, MO, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $1.01T Form ADV · Item 5.F
- Client accounts
- 5,630,517 Accounts, not individual clients
- Employees
- 36,317 Reported in this filing
- Advisory professionals
- 20,304 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,657,451 | $613,207,718,743 | 60.5% |
| High-net-worth individuals | 372,771 | $381,161,660,926 | 37.6% |
| Corporations & businesses | 10,848 | $8,148,326,274 | 0.8% |
| Retirement plans | 20,833 | $5,419,282,994 | 0.5% |
| Other clients | 5,375 | $4,810,940,191 | 0.5% |
| Charities | 2,041 | $857,857,069 | 0.1% |
| Banks & thrifts | Fewer than 5 | $2,537,791 | 0.0% |
Filing source
Form ADV 2132787 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
12555 MANCHESTER RDST. LOUIS, MO, 63131, United States
CRD 250
Filing source
Form ADV 2132787 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.