DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Edward Jones

National broker-dealer RIASt. Louis, MissouriCRD 250SEC 801-3297website IAPD

Legal name Edward D. Jones & Co., L.P.

Latest filing Sep 15, 2026

First filing on the tape Dec 22, 2011 · 163 filings

SEC status approved since Oct 24, 1963

RAUM

$1014B

reported, Item 5.F

Discretionary

49%

of RAUM

Private clients

98%

$994B individuals and HNW

Advisors

24,084

registered through the firm on IAPD

RAUM per advisor

$42.1M

derived; firm RAUM over IAPD count

Employees

36,317

20,304 advisory (5.B.1)

Offices

15,120

beyond the principal office

Private funds

reported on Schedule D

History

163 filings and snapshots on the tape

RAUM$1014B as of Aug 17, 2026

Mar 30, 2012$69B then

HNW client RAUM$381B as of Aug 17, 2026

Mar 28, 2018$91B then

State-registered IARs (5.B.3)23,642 as of Aug 17, 2026

Mar 30, 20120 then

Employees (5.A)36,317 as of Aug 17, 2026

Mar 25, 201317,587 then

Private funds: no history

RAUM +23% over the last fiscal year+20% a year over threeIARs 21,738 to 23,642offices 15,321 to 15,120

Practice profile

derived from the filing of Sep 15, 2026; every figure names its basis

Archetypes, each a printed rule

Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $42.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 167derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.0MderivedHNW RAUM over HNW clients
Average account: $180,020derivedRAUM over accounts (5.F.2.f)
Discretionary: 49%derivedof RAUM
Institutional: 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 1.6derived15,121 offices incl. principal (1.F.5)
RAUM growth, one year: +23%derivedbetween the last two annual amendments
Advisor growth, one year: +8.8%derivedItem 5.B.3 between annual amendments
Client growth, one year: +8.5%derived
Compensation: percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients: 10,000reportedItem 5.H
Wrap fee program: $1014BreportedItem 5.I
Custody: $327B, 1,310,947 clientsreportedItem 9.A
Ownership: controlled by a public reporting companyderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is a broker-dealer (6.A.1)
is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
the adviser acts as qualified custodian (9.D.1)
a related person acts as qualified custodian (9.D.2)
controlled by a public reporting company (10.A)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$613B61%
High-net-worth individuals$381B38%
Corporations and businesses$8.1B0.8%
Pension and profit-sharing plans$5.4B0.5%
Charitable organizations$858M0.1%
Banks and thrifts$2.5M0.0%

Individual clients: 3,657,451reported
HNW clients: 372,771reported
Pension plan clients: 20,833reported
Charitable clients: 2,041reported
Accounts: 5,630,517reported
Financial planning clients: 10,000reported
Wrap fee programs: $597B sponsored, $0 managedreported
Custody of client assets: $327B for 1,310,947 clientsreported
Compensation: % of AUM, fixedreported
Class basis: curated national broker-dealer listderived

Advisors registered through the firm

24,093 on IAPD today, longest tenure first

Name	Branch	Here since	In industry
William Rudolph HilgedickCertified Financial Planner	Eau Claire, Wi	Jun 23, 1988	38 y
William Owen Edwards	Aberdeen, Sd	Nov 18, 1988	45 y
Ross Justin Cline	Blackwell, Ok	Apr 29, 1991	39 y
Roger Eldwin Mcconnell	Mobile, Al	Sep 16, 1991	39 y
Joel Dean RiceCertified Financial Planner, Chartered Financial Consultant	North Little Rock, Ar	Jun 1, 1992	37 y
Michael William CumminsChartered Financial Consultant	Old Saybrook, Ct	Jan 6, 1993	38 y
Gailon Lindsey Gentry	Yakima, Wa	Mar 15, 1994	37 y
Troy D. Brown	Oklahoma City, Ok	Mar 20, 1995	34 y
Brent Barkley Wojtanowicz	Tacoma, Wa	Nov 8, 1995	32 y
Thomas James Willingham	Sandpoint, Id	Sep 30, 1996	38 y
Brian P Martin	Madison, Wi	Jan 9, 1997	30 y
Terrell Vaughn GoertzCertified Financial Planner, Chartered Financial Consultant	Blaine, Wa	Apr 4, 1997	34 y
Matthew Augustus EriksonCertified Financial Planner	Martinsville, Va	Apr 8, 1997	32 y
Scott Casper Collison	Pierre, Sd	Apr 25, 1997	41 y
Virginia R. Sterner	Mena, Ar	Sep 22, 1997	35 y
Kenneth Alan SurberCertified Financial Planner	Harrisonburg, Va	Oct 2, 1997	40 y
Nick Alsen Jensen	Oshkosh, Wi	Mar 10, 1998	37 y
Michael Martin Mustas	Delafield, Wi	Mar 10, 1998	37 y
Benjamin Richard DurfeeCertified Financial Planner, Chartered Financial Consultant	Waupaca, Wi	Mar 10, 1998	28 y
Michele R Olshanski	Pewaukee, Wi	Mar 10, 1998	29 y
James Edward Thom	Sheboygan, Wi	Mar 10, 1998	35 y
Thomas R. Waller	Janesville, Wi	Mar 10, 1998	29 y
Joseph Eugene Lacour	Prairie Du Sac, Wi	Mar 10, 1998	32 y
Victoria Lynn Shaffer	Spooner, Wi	Mar 10, 1998	32 y
Gregory Veldon Monson	Sheboygan, Wi	Mar 10, 1998	33 y
Richard T StokerCertified Financial Planner	Chilton, Wi	Mar 10, 1998	28 y
Daniel E. Maus	Fontana, Wi	Mar 10, 1998	30 y
Bruce Curtis Waller	Ft Atkinson, Wi	Mar 10, 1998	39 y
Gary Alan Martens	Mukwonago, Wi	Mar 10, 1998	35 y
Jeffrey J. HohnCertified Financial Planner	Plover, Wi	Mar 10, 1998	32 y
Randy Allen Gershman	Marshfield, Wi	Mar 10, 1998	39 y
Steve Levern Soma	Madison, Wi	Mar 10, 1998	39 y
Cory James Roupe	La Crosse, Wi	Mar 10, 1998	32 y
Steven Lynn Halverson	Monona, Wi	Mar 10, 1998	38 y
Thomas Alan Kloeckner	Oshkosh, Wi	Mar 10, 1998	33 y
Steven Joseph Lois	Lake Geneva, Wi	Mar 10, 1998	33 y
Jeffrey Alan Prebish	Madison, Wi	Mar 10, 1998	33 y
Jeffrey Paul Koch	Kaukauna, Wi	Mar 10, 1998	34 y
Charles A. Tinder	Waukesha, Wi	Mar 10, 1998	32 y
Douglas Keith De Vries	Two Rivers, Wi	Mar 10, 1998	32 y

All 24,093 advisors at Edward Jones

Advisor movement

735 left, 332 joined in 12 months

net -403 in 12 months145 left in 90 days98 joined in 90 daysdeparture rate 3.1% of current headcount1,989 left over 36 months

Left, latest

Anna Travis Reihl to Benjamin F. Edwards & Company, Incorporated
Sep 15, 2026 · Affiliated broker-dealer or bank to another
Cristina Montenegro to Ameriprise Financial Services, LLC
Sep 14, 2026 · Affiliated broker-dealer or bank to another
Adrienne Elizabeth Vollmer to MML Investors Services, LLC
Sep 10, 2026 · Affiliated broker-dealer or bank to another
Michael Coldwell to Morgan Stanley
Sep 10, 2026 · Affiliated broker-dealer or bank to wirehouse
Richelle Jarrett Jordan to Raymond James Financial Services Advisors, Inc
Sep 10, 2026 · Affiliated broker-dealer or bank to another
Stacey Zeluff-Bisher to Wells Fargo Advisors
Sep 10, 2026 · Affiliated broker-dealer or bank to wirehouse
Gina Dehoyos to RBC Capital Markets, LLC
Sep 10, 2026 · Affiliated broker-dealer or bank to another
Kaitlin Mcmullan to Wells Fargo Advisors
Sep 10, 2026 · Affiliated broker-dealer or bank to wirehouse
Markell Bryant to Rfg Advisory, LLC
Sep 10, 2026 · Affiliated broker-dealer or bank to independent RIA
Troy Siefert Thomas to Raymond James Financial Services Advisors, Inc
Sep 8, 2026 · Affiliated broker-dealer or bank to another
Roodmy Cesar to Td Private Client Wealth LLC
Sep 7, 2026 · Affiliated broker-dealer or bank to another
Shay C Delaney to Ameritas Advisory Services, LLC
Sep 4, 2026 · Affiliated broker-dealer or bank to another
Anthony Lewis Gutwein to MML Investors Services, LLC
Sep 3, 2026 · Affiliated broker-dealer or bank to another
Josiah Nicely to Pnc Wealth Management
Sep 3, 2026 · Affiliated broker-dealer or bank to another
Richard Dustin Sloss to Raymond James & Associates, Inc.
Sep 3, 2026 · Affiliated broker-dealer or bank to another

Joined, latest

Jackson Heinlen from Equitable Advisors, LLC
Sep 15, 2026 · Affiliated broker-dealer or bank to another
Christian W Loeb from J.P. Morgan Securities LLC
Sep 15, 2026 · Wirehouse to affiliated broker-dealer or bank
Jorden Rhodes from Morgan Stanley
Sep 14, 2026 · Wirehouse to affiliated broker-dealer or bank
Shelley A Stefanits from Raymond James & Associates, Inc.
Sep 14, 2026 · Affiliated broker-dealer or bank to another
Justin Broderick from J.P. Morgan Securities LLC
Sep 11, 2026 · Wirehouse to affiliated broker-dealer or bank
Richard J Bettger from Moneta Group Investment Advisors, LLC
Sep 8, 2026 · RIA to affiliated broker-dealer or bank
Adrienne Elizabeth Vollmer from Capital Client Group, Inc.
Sep 8, 2026 · Other
Justin Mark Bonavitacola from Vandalia Wealth
Sep 4, 2026 · RIA to affiliated broker-dealer or bank
Evan Thomas Mccurry from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sep 4, 2026 · Wirehouse to affiliated broker-dealer or bank
Erin Marie Johnson from Morgan Stanley
Sep 4, 2026 · Wirehouse to affiliated broker-dealer or bank
Laura Elizabeth Faucette Knight from Morgan Stanley
Sep 4, 2026 · Wirehouse to affiliated broker-dealer or bank
Darien M Romero from Morgan Stanley
Sep 4, 2026 · Wirehouse to affiliated broker-dealer or bank
Paul Anthony Marconi from Raymond James Financial Services Advisors, Inc
Sep 4, 2026 · Affiliated broker-dealer or bank to another
Joyce Edith Breinlinger from Vanguard Advisers, Inc.
Sep 1, 2026 · Affiliated broker-dealer or bank to another
Taylor Morse from Morgan Stanley
Sep 1, 2026 · Wirehouse to affiliated broker-dealer or bank

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Ameriprise Financial Services, LLC
Aug 31, 2026 · Spring, Tx
2 left for Wells Fargo Advisors
Aug 25, 2026 · Elk Grove, Ca
2 left for LPL Financial LLC
Aug 25, 2026 · Yucaipa, Ca
4 left for LPL Financial LLC
Aug 5, 2026 · Surprise, Az
2 left for LPL Financial LLC
Aug 4, 2026 · Weatherford, Ok
2 left for LPL Financial LLC
Jul 24, 2026 · Fort Worth, Tx
3 left for Wells Fargo Advisors
Jul 8, 2026 · St Louis, Mo
2 left for J.P. Morgan Securities LLC
Jul 8, 2026 · St Louis, Mo

2 joined from Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1, 2026 · Santa Barbara, Ca
2 joined from Stifel, Nicolaus & Company, Incorporated
Apr 29, 2026 · Cookeville, Tn
2 joined from Citigroup Global Markets Inc.
Apr 20, 2026 · New York, Ny
2 joined from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Apr 13, 2026 · Fort Lauderdale, Fl
4 joined from Capital Investment Advisory Services, LLC
Mar 5, 2026 · Cary, Nc
2 joined from Natixis Advisors, LLC
Jan 5, 2026 · San Francisco, Ca
2 joined from J.P. Morgan Securities LLC
Dec 1, 2025 · Allen, Tx
2 joined from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Oct 24, 2025 · Southport, Nc

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Kenneth Ray Jr Cella · Head Of External Affairs And Community Engagementcontrol
since 10/2023 · owns less than 5%
David Chubak · Head Of U.S. Business Unitcontrol
since 09/2022 · owns less than 5%
Lisa Marie Dolan · Head Of Branch Operations And Shared Servicescontrol
since 10/2023 · owns less than 5%
Keir Devon Gumbs · General Counselcontrol
since 11/2023 · owns less than 5%
David Alexander Gunn · President Of Edward Jones (An Ontario Limited Partnership)control
since 09/2022 · owns less than 5%
Lena Haas · Head Of Wealth Management Advice And Solutionscontrol
since 09/2022 · owns less than 5%
Tina Marie Hrevus · Chief Of Staff To The Managing Partnercontrol
since 09/2021 · owns less than 5%
Kristin Michele Johnson · Chief Transformation Officercontrol
since 11/2019 · owns less than 5%
Francis T Laquinta · Head Of Digital, Data And Operationscontrol
since 10/2023 · owns less than 5%
Richard David Link · Chief Compliance Officercontrol
since 12/2015 · owns less than 5%
Hasan A Malik · Chief Strategy Officercontrol
since 12/2022 · owns less than 5%
Suzan L Mcdaniel · Chief Human Resources Officercontrol
since 09/2022 · owns less than 5%
Andrew Timothy Miedler · Chief Financial Officercontrol
since 11/2021 · owns less than 5%
Penelope Pennington · Chief Executive Officercontrol
since 01/2019 · owns less than 5%
Todd Judson Purdy · Head Of Operationscontrol
since 01/2024 · owns less than 5%
Timothy Andrew Rea · Chief Experience, Brand And Marketing Officercontrol
since 09/2021 · owns less than 5%
Wayne A. Roberts · Head Of New Market Opportunitiescontrol
since 09/2021 · owns less than 5%

Entity owners

Edj Holding Company, Inc. · General Partner
direct · owns less than 5%
The Jones Financial Companies, L.L.L.P. · Limited Partner
direct · owns 75% or more · public reporting company
Jfc Holding Company, Inc. · Sole Shareholder
indirect · owns 75% or more of Edj Holding Company, Inc.
The Jones Financial Companies, L.L.L.P. · Sole Shareholder
indirect · owns 75% or more of Jfc Holding Company, Inc. · public reporting company

Related persons

Schedule D 7.A

Edj Insurance Company, Inc.
real estaten
Edward Jones
broker-dealerinvestment advisern
Edward Jones Insurance Agency Of California, L.L.C.
real estatey
Edward Jones Insurance Agency Of Massachusetts, L.L.C.
real estatey
Edward Jones Insurance Agency Of New Mexico, L.L.C.
real estatey
Edward Jones Trust Company
custodiann
Olive Street Investment Advisers, LLC
investment adviserbanknRAUM $204B

Advisers that list Edward Jones as a related person

105139 y
166710 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out
St Louis, Mo	2,560	463	113	10
Maryland Heights, Mo	455	21	4	2
Tempe, Az	233	9	4
Austin, Tx	90	13	3
Houston, Tx	88	13	6
Raleigh, Nc	79	12	5
Seattle, Wa	72	7	2	1
Overland Park, Ks	70	8	2
San Antonio, Tx	67	4	1
Chesterfield, Mo	65	2	1
Colorado Springs, Co	61	6	4	1
Scottsdale, Az	60	2	2
Dallas, Tx	58	6	1
Lincoln, Ne	55	6	2
Gilbert, Az	53	6	3	1
San Diego, Ca	52	9	1
Mesa, Az	52	6	4
Tulsa, Ok	51	5	1
Phoenix, Az	50	4	5
Denver, Co	47	7	6	1

All 60 offices

Offices

Schedule D 1.F, the 25 largest

St. Louis, MO1,233 employees
Tempe, AZ307 employees
Peachtree City, GA6 employees
Joliet, IL5 employees
Eugene, OR5 employees
Findlay, OH5 employees
Littleton, CO4 employees
Foley, AL4 employees
Grand Rapids, MI4 employees
League City, TX4 employees
Enid, OK4 employees
Aberdeen, SD4 employees
Huxley, IA4 employees
Bethesda, MD4 employees
Eagan, MN4 employees
Glendale, CO4 employees
Burlingame, CA4 employees
Granby, CO4 employees
Jefferson City, MO4 employees
Great Falls, MT4 employees
Brownwood, TX4 employees
Bellingham, WA4 employees
Fairmont, WV4 employees
Kennewick, WA4 employees
Green Bay, WI4 employees

What changed

consecutive filings, newest first

Financial planning clients · More than 500 to More than 500
Aug 17, 2026 to Sep 15, 2026
Succession · false to unset
Aug 17, 2026 to Sep 15, 2026
Accounts · 5,086,856 to 5,630,517
Feb 26, 2026 to Mar 26, 2026
Advisory employees · 22,226 to 20,304
Feb 26, 2026 to Mar 26, 2026
BD registered reps · 22,210 to 24,838
Feb 26, 2026 to Mar 26, 2026
Charity clients · 1,803 to 2,041
Feb 26, 2026 to Mar 26, 2026
Corporate clients · 9,330 to 10,848
Feb 26, 2026 to Mar 26, 2026
HNW clients · 517,548 to 372,771
Feb 26, 2026 to Mar 26, 2026
Individual clients · 3,197,890 to 3,657,451
Feb 26, 2026 to Mar 26, 2026
Pension plan clients · 13,062 to 20,833
Feb 26, 2026 to Mar 26, 2026
Assets in custody · $260B to $327B
Feb 26, 2026 to Mar 26, 2026
Employees · 29,003 to 36,317
Feb 26, 2026 to Mar 26, 2026
State-registered IARs · 21,738 to 23,642
Feb 26, 2026 to Mar 26, 2026
Other offices · 15,321 to 15,120
Feb 26, 2026 to Mar 26, 2026
Discretionary RAUM · $343B to $494B
Feb 26, 2026 to Mar 26, 2026
HNW RAUM · $355B to $381B
Feb 26, 2026 to Mar 26, 2026
Individual RAUM · $454B to $613B
Feb 26, 2026 to Mar 26, 2026
Non-discretionary RAUM · $482B to $519B
Feb 26, 2026 to Mar 26, 2026
Pension RAUM · $4.6B to $5.4B
Feb 26, 2026 to Mar 26, 2026
RAUM · $825B to $1014B
Feb 26, 2026 to Mar 26, 2026
Wrap assets (sponsor) · $523B to $597B
Feb 26, 2026 to Mar 26, 2026
Financial planning clients · More than 500 to More than 500
May 1, 2025 to Jul 15, 2025
Accounts · 4,749,388 to 5,086,856
Nov 25, 2024 to Feb 20, 2025
Advisory employees · 21,219 to 22,226
Nov 25, 2024 to Feb 20, 2025
BD registered reps · 21,406 to 22,210
Nov 25, 2024 to Feb 20, 2025
Charity clients · 1,727 to 1,803
Nov 25, 2024 to Feb 20, 2025
Corporate clients · 8,962 to 9,330
Nov 25, 2024 to Feb 20, 2025
HNW clients · 450,746 to 517,548
Nov 25, 2024 to Feb 20, 2025
Individual clients · 3,064,663 to 3,197,890
Nov 25, 2024 to Feb 20, 2025
Pension plan clients · 12,742 to 13,062
Nov 25, 2024 to Feb 20, 2025
Assets in custody · $215B to $260B
Nov 25, 2024 to Feb 20, 2025
Employees · 29,309 to 29,003
Nov 25, 2024 to Feb 20, 2025
Financial planning clients · 11-25 to More than 500
Nov 25, 2024 to Feb 20, 2025
State-registered IARs · 20,845 to 21,738
Nov 25, 2024 to Feb 20, 2025
Other offices · 15,075 to 15,321
Nov 25, 2024 to Feb 20, 2025
Discretionary RAUM · $290B to $343B
Nov 25, 2024 to Feb 20, 2025
HNW RAUM · $277B to $355B
Nov 25, 2024 to Feb 20, 2025
Individual RAUM · $401B to $454B
Nov 25, 2024 to Feb 20, 2025
Non-discretionary RAUM · $403B to $482B
Nov 25, 2024 to Feb 20, 2025
Pension RAUM · $4.1B to $4.6B
Nov 25, 2024 to Feb 20, 2025

Signals

60 dated events

Brian Joseph Powers no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Jackson Charles Wiegold added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Jonathan S Wilson added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Mary Kate Potrzeboski no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Aaron Brett Sexton no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Danielle Leona Haliilehua Baptist no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Kelly Hogan registered as an investment adviser representative at Edward Jones
Sep 16, 2026 · Advisor registered · fact
Michelle L Oliver registered as an investment adviser representative at Edward Jones
Sep 16, 2026 · Advisor registered · fact
Cesar Sa Freire Vieira registered as an investment adviser representative at Edward Jones
Sep 16, 2026 · Advisor registered · fact
Federico Reyna added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Martin J Mcsharry added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Christopher R Drake added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Madeline E Beck added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Charles J Reed added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Billy Strunk added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Cody Michael Cervellera added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Stefan A Szygiel added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Tara Lynn Bybee added a TX registration at Edward Jones
Sep 16, 2026 · New state registration · fact
Bradley J Boner no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-15 feed)
Sep 15, 2026 · Advisor registration ended · derived
Kimberly Lynn Long no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-15 feed)
Sep 15, 2026 · Advisor registration ended · derived
Janet Lynn Schoenrock no longer holds an investment adviser registration (last listed at Edward Jones on the 2026-09-15 feed)
Sep 15, 2026 · Advisor registration ended · derived
Kristi L Sackett registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Jackson Heinlen registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Liane M Conaway registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Jacob J Siegfried registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Yue Ze Pang registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Christian W Loeb registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Lorenzo Desimone registered as an investment adviser representative at Edward Jones
Sep 15, 2026 · Advisor registered · fact
Ellen Marie Stuart added a NJ registration at Edward Jones
Sep 15, 2026 · New state registration · fact
Bradley J Roe added a TX registration at Edward Jones
Sep 15, 2026 · New state registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: LINKEDIN.COM/COMPANY/3677reportedpublic record, Form ADV, Sep 17, 2026
Website: edwardjones.careportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 314-515-2000reportedpublic record, Form ADV, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: National broker-dealer RIAderiveda rule over Items 5.D and 7.A
RAUM per advisor: $42.1Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026