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Firm profile

Edward Jones

ST. LOUIS, MOCRD 250Latest ADV May 13, 2026

Edward Jones is an SEC registered investment adviser organized as a limited partnership with a primary office location in St. Louis, MO.

Assets Under Management
$1.0T
Employees
36,317
Offices
--
Total Clients
4,069,320
Primary office
ST. LOUIS, MO
12555 MANCHESTER RD, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOPenelope Pennington
CCOElizabeth E O'hanlon
CCOJennifer A Grego

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.9% of total clients.
Top client categories% of clientsClients
1
Individuals
89.9%
3,657,451
2
HNWI
9.2%
372,771
3
Pension Plans
0.5%
20,833
4
Corporations
0.3%
10,848
5
PARTNERSHIPS, INVESTMENT CLUBS AND LIMITED LIABILITY COMPANIES
0.1%
5,375
Additional categories (<0.1%)
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Tas of May 13, 2026
Discretionary48.8%
$494.3B
49% of total RAUM48.8%
Non-discretionary51.2%
$519.3B
51% of total RAUM51.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.0T
Total Accounts5,630,517
10Y AUM Change+$809.4B (+396.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees36,317
Clients per Employee112:1
10Y Employee Change+15,314 (+72.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.