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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 Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.01T
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
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01T
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4069320 | 4063945 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.