Edward Jones

Overview

Edward Jones is a Broker Dealer and registered investment adviser based in Saint Louis, MO, registered since 1941. It reports $1T in assets under management across 5,630,517 accounts, with 36,317 employees. Its 25,330 registered representatives work across 13,839 branch offices in 51 states.

Reported AUM

$1T

Discretionary

49%

Accounts

5,630,517

Average account

$18K

Employees

36,317

Registered reps

25,330

Branch offices

13,839

Registered since

1941

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Mutual Fund/Underwriter
• Non-Floor Activities
• 9 more

Executive officers 3 of 11

• Penelope Pennington Chief Executive Officer CRD 4037237
• Andrew Timothy Miedler Chief Financial Officer CRD 4620055
• Elizabeth E O'Hanlon Chief Compliance Officer, Investment Advisor, Chief Compliance Officer - Investment Advisor CRD 5834716

8 more executive officers, with direct contact details

Registered reps 3 of 25,330

• Ryan P Aalbu Registered Rep · Investment Adviser Rep CRD 8186032
• Tracy H Aalvik Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2881176
• David M Abalos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3016364

25,327 more registered reps, with emails, phones and branch locations

Location

Headquarters

12555 Manchester Rd
Saint Louis, MO 63131

County

Saint Louis

Metro area

St. Louis, MO-IL

Region

Midwest

Branch offices

13,839 in 51 states, including Austin, TX, Houston, TX and Overland Park, KS

Registrations

• SEC registered, other types of legal formation formed in Missouri
• Registered in 53 jurisdictions
• Website: edwardjones.com/us-en

Every state, with registration dates

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