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EDWARD JONES
Legal name: EDWARD D. JONES & CO., L.P.
CRD 250File 801-3297
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.0T
Top 10% of cohort (national)
Discretionary AUM
$494.27B
Non-discretionary $519.33B
Clients
4,063,945
5,630,517 accounts
Employees
36,317
Top 10% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 24, 1963
- Principal office
- 12555 MANCHESTER RD, ST. LOUIS, MO, 63131
- Phone
- 314-515-2000
- Website
- https://www.edwardjones.ca
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.0T
- Discretionary AUM
- $494.27B
- Non-discretionary AUM
- $519.33B
- Discretionary accounts
- 1,782,026
- Non-discretionary accounts
- 3,848,491
- Total accounts
- 5,630,517
- AUM per client
- $249K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10,848 | $8.15B |
| Charitable organizations | 2,041 | $857.9M |
| High net worth individuals | 372,771 | $381.16B |
| Banking or thrift institutions | Fewer than 5 | $2.5M |
| Pension and profit sharing plans | 20,833 | $5.42B |
| Individuals (other than high net worth individuals) | 3,657,451 | $613.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SEE SCHEDULE D - MISCELLANEOUS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11F
- Q11G
- Q11A2
- Q11B1
- Q11B2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,069,320 | 4,063,945 | decreased by5,375 |
| Apr 1, 2026 | Employees | 29,003 | 36,317 | increased by7,314 |
| Apr 1, 2026 | Clients | 3,743,795 | 4,069,320 | increased by325,525 |
| Apr 1, 2026 | AUM | $824,988,034,503 | $1,013,608,323,988 | increased by$188,620,289,485 |
| Apr 1, 2026 | Accounts | 5,086,856 | 5,630,517 | increased by543,661 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26,014 | 29,003 | increased by2,989 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,267,688 | 3,743,795 | increased by476,107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $654,235,011,481 | $824,988,034,503 | increased by$170,753,023,022 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,299,176 | 5,086,856 | increased by787,680 |
| Apr 1, 2022 | Employees | 25,434 | 26,014 | increased by580 |
| Apr 1, 2022 | Clients | 2,886,461 | 3,267,688 | increased by381,227 |
| Apr 1, 2022 | AUM | $519,780,123,422 | $654,235,011,481 | increased by$134,454,888,059 |
| Apr 1, 2022 | Accounts | 3,701,715 | 4,299,176 | increased by597,461 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EDWARD JONES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EDWARD JONES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.