RIA Intel›Advisers›Missouri›EDWARD D. JONES & CO., L.P.

EDWARD D. JONES & CO., L.P.

Advisory

N·ST. LOUIS, MO

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$1.0T

1-Year AUM Growth

+19.2%

3-Year CAGR

+8.1%

Employees

20,304

Assets Under Management

Total AUM$1.0T

Discretionary AUM$494.3B

Non-Discretionary AUM$519.3B

Discretionary %48.8%

Total Clients3,743,795

Team

Total Employees20,304

Investment Advisers36,317

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record219

First FilingNov 1, 2000

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 219 historical filings spanning 26+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EDWARD D. JONES & CO., L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.