Edward Jones

National broker-dealer RIASEC-registered· St. Louis, Missouriwebsite

National broker-dealer RIA, based in St. Louis, Missouri, reporting $1.01T of regulatory assets across 24,222 registered advisors.

Composed from this adviser's Form ADV classification, location and filed figures.

As of Sep 25, 2026 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

$1.01T regulatory aum · 24,222 advisorsAll 5

Regulatory AUM: $1.01T
Advisors: 24,222
Net advisor flow, 12 months: -402
RAUM change, 1 year: +23%
Private clients: 98%

Find My Intro PathAdvisors (24,222)View relationshipsAsk DFX about this firm

Advisors (24,222)View relationshipsAsk DFX about this firmSee where advisers went See teams that moved

Where the RAUM sits

As of Sep 25, 2026 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Work here? Correct this profile

What matters now

-402
net advisors, 12 months
727 advisors left in 12 months (3% of the roster) and 325 joined, net -402. 235 went to three firms: LPL Financial 123, Ameriprise Financial Services 61, Raymond James Financial Services Advisors 51.
Where advisors go names the firms recruiting from this one.
FactIAPD registrations, read dailyFor Recruiters, aggregators, asset managers' distributionAdvisor movement →
9 teams
left together, 90 days
9 teams (18 advisors) left together in the last 90 days. The largest: 2 advisors from Sioux Center, IA to Kingsview Wealth Management on Oct 26, 2026.
A team that moves takes its clients' assets with it, and one lift-out is usually followed by others from the same branch network.
Inferenceadvisors leaving for one firm from one state within 14 daysFor Recruiters, acquirersTeams →

11 changes
ownership and control
1 control person joined and 10 left Schedule A in the last 12 months.
A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.
FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
+22.9%
RAUM, one year
RAUM $825B to $1.01T (+22.9%) on the Form ADV filed Sep 25, 2026, while advisors on the filing rose 21,738 to 23,642.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

24,219 more advisors, 57 more departures, 4 more related persons, 55 more signals and 3 more contact points

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Relationship network

24,364 connected entities144 observed moves17 repeat counterparties88 dated moves shown here, 2025 to 2026

From Form ADV (Schedule A and B owners, Section 7.A related persons, 5.K(3) custodians, 7.B.1 private funds), SEC IAPD registrations and the advisor and team moves between firms, and Form 5500 plan filings.

The picture keeps the strongest in each large group; the rest are counted here.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name for the moves and sources behind it, or a group's + mark to open the rest. Line weight is moves together; dashed lines are inferred.

What stands out

Reading the network

Organization
Service provider
Person
Company

›How strength and recency are read

Firms on the other side of a move are read from the moves: three or more is a strong observed relationship, two a repeat one. Custodians, owners, related firms, advisors, funds and plans are read from the filings and ordered by share, control, tenure or size. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Reading the network

Organization
Service provider
Person
Company

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Who can introduce you

From your own network, read by Network Intelligence. Only you see this; nothing here is shared with anyone else.

Find My Intro Path

Sign in and add your LinkedIn connections to Network Intelligence to see who in your network can introduce you to Edward Jones. How it works

Every filed figure, and the identifiersCRD 250 · SEC 801-3297 · 164 filingsShow

CRD 250SEC 801-3297Legal name Edward D. Jones & CO., L.P.First filing on the tape Dec 22, 2011, latest Sep 25, 2026SEC status approved since Oct 24, 1963IAPD

RAUM

$1.01T

reported, Item 5.F

Discretionary

49%

of RAUM

Private clients

98%

$994B individuals and HNW

Advisors

24,222

registered through the firm on IAPD

RAUM per advisor

$42.0M

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

164 filings and snapshots on the tape

RAUM +20% a year over three years · the tape starts Dec 22, 2011

Peer group: Wirehouses and national broker-dealer RIAs, all sizes, 12 firms

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$1.01T 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 25, 2026; every figure names its basis

Archetypes

The rule behind each archetype, and every derived figure5 rulesShow

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: $41.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 166derivedindividual 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: $1.01TreportedItem 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

61% individuals, 38% high-net-worth individuals, and 4 other client types

The breakdown by client type, and the client counts6 client typesShow

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

Advisor movement

2,034 left over 36 months

145 left in 90 days81 joined in 90 daysdeparture rate 3.0% of current headcount

Where they went: the top destinations among the 60 most recent departures on the tape

LPL Financial LLC15 advisors
Raymond James Financial Services Advisors, Inc9 advisors
Equitable Advisors, LLC5 advisors
Ameriprise Financial Services, LLC3 advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated2 advisors

18 more destinations, named with the complete profile.

Left, latest

Michael Thomas Sullivan to Wells Fargo Advisors
Oct 30, 2026 · Affiliated broker-dealer or bank to another
Nathan James Hershman to LPL Financial LLC
Oct 30, 2026 · Affiliated broker-dealer or bank to another
Tyson Smith to Equitable Advisors, LLC
Oct 28, 2026 · Affiliated broker-dealer or bank to another

+57 more departures

Joined, latest

Hunter C Medlen from Cetera Investment Advisers LLC
Oct 30, 2026 · Affiliated broker-dealer or bank to another
Anthony Tremblay from LPL Financial LLC
Oct 30, 2026 · Affiliated broker-dealer or bank to another
Steven C Whiting from Transamerica Financial Advisors, LLC
Oct 28, 2026 · Affiliated broker-dealer or bank to another

+57 more arrivals

Every departure Every arrival Compare on the Advisor Move Wire

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

2 left for Kingsview Wealth Management, LLC
Oct 26, 2026 · Sioux Center, Ia
2 left for Equitable Advisors, LLC
Oct 23, 2026 · Pittsburgh, Pa
2 left for Ameriprise Financial Services, LLC
Oct 19, 2026 · Ft Myers, Fl

2 joined from Strategic Advisers LLC
Aug 3, 2026 · Boston, Ma
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

+18 more team moves

Teams out Teams in

Advisors registered through the firm

24,222 on IAPD today; the longest tenured first

Name	Branch	Here since	In industry
William Rudolph HilgedickCertified Financial Planner	Eau Claire, Wi	Jun 23, 1988	38.5 y
William Owen Edwards	Aberdeen, Sd	Nov 18, 1988	45.8 y
Ross Justin Cline	Blackwell, Ok	Apr 29, 1991	39.6 y

+24,219 more advisors registered here

View all 24,222 advisors at Edward Jones

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%
Public record: named in the firm's Form ADV
David Alexander Gunn · President Of Edward Jones (An Ontario Limited Partnership)control
since 09/2022 · owns less than 5%
Public record: named in the firm's Form ADV

All 17 control persons

Lena Haas · Head Of Wealth Management Advice And Solutionscontrol
since 09/2022 · owns less than 5%
Public record: named in the firm's Form ADV
Tina Marie Hrevus · Chief Of Staff To The Managing Partnercontrol
since 09/2021 · owns less than 5%
Public record: named in the firm's Form ADV
Kristin Michele Johnson · Chief Transformation Officercontrol
since 11/2019 · owns less than 5%
Public record: named in the firm's Form ADV
Francis T Laquinta · Head Of Digital, Data And Operationscontrol
since 10/2023 · owns less than 5%
Public record: named in the firm's Form ADV
Richard David Link · Chief Compliance Officercontrol
since 12/2015 · owns less than 5%
Public record: named in the firm's Form ADV
Hasan A Malik · Chief Strategy Officercontrol
since 12/2022 · owns less than 5%
Public record: named in the firm's Form ADV
Suzan L Mcdaniel · Chief Human Resources Officercontrol
since 09/2022 · owns less than 5%
Public record: named in the firm's Form ADV
Andrew Timothy Miedler · Chief Financial Officercontrol
since 11/2021 · owns less than 5%
Public record: named in the firm's Form ADV
Penelope Pennington · Chief Executive Officercontrol
since 01/2019 · owns less than 5%
Public record: named in the firm's Form ADV
Todd Judson Purdy · Head Of Operationscontrol
since 01/2024 · owns less than 5%
Public record: named in the firm's Form ADV
Timothy Andrew Rea · Chief Experience, Brand And Marketing Officercontrol
since 09/2021 · owns less than 5%
Public record: named in the firm's Form ADV
Wayne A. Roberts · Head Of New Market Opportunitiescontrol
since 09/2021 · owns less than 5%
Public record: named in the firm's Form ADV

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
Public record: named in the firm's Form ADV

Ownership changes

38 Schedule A changes between consecutive filings, latest first

Added Todd Judson Purdy · Head of Operations control
filing of Jan 19, 2024, against Dec 14, 2023 · owns under 5%
Removed Timothy James Ney · Principal Operations Officer control
filing of Jan 19, 2024, against Dec 14, 2023 · owns under 5%
Added Keir Devon Gumbs · General Counsel
filing of Dec 14, 2023, against Nov 16, 2023 · owns under 5%

+35 more ownership changes

Retirement plan clients

Form 5500 Schedule C: plans that paid a provider matching this adviser's name

Listed as	Plans	Paid	Latest plan year
Edward Jonescandidate, confidence 0.70	4	$0	2024
Edward D Jones & Co LPcandidate, confidence 0.70	1	$19,466	2024

5 plan listings in all; a plan can list the same provider under two spellings, so this is an upper bound on distinct plans. Paid is the direct and indirect compensation the plans reported. The match is the provider's exact name, unique among SEC registered advisers: a candidate, not a verified identity.

Related persons

Schedule D 7.A

Edj Insurance Company, Inc.
real estate
Edward Jones
broker-dealer · investment adviser
Edward Jones Insurance Agency OF California, L.L.C.
real estate · control relationship

+4 more related persons on Schedule D 7.A

Advisers that list Edward Jones as a related person

CRD 105139 · control relationship
CRD 166710

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out
St Louis, Mo	2,426	377	110	10
Maryland Heights, Mo	442	17	3	1
Tempe, Az	221	8	5
Houston, Tx	85	12	4
Austin, Tx	83	11	5

All 20 officesmost advisors first

Office	Advisors	Joined	Left	Teams out
Raleigh, Nc	80	11	4
Overland Park, Ks	69	7	2
Seattle, Wa	67	5	1	1
Chesterfield, Mo	66	3	1
San Antonio, Tx	62	3	2
Lincoln, Ne	56	7	1
Scottsdale, Az	56	3	2
Dallas, Tx	55	7	1
Colorado Springs, Co	54	5	4	1
Gilbert, Az	53	6	2	1
Tulsa, Ok	49	5	2
Reno, Nv	47	3	2
San Diego, Ca	47	4	0
Grand Rapids, Mi	46	6	0
Charlotte, Nc	45	6	3

Custodians

Schedule D 5.K(3), filed Nov 25, 2024

Edward Jones100% of managed account assets

An advisor moving to a firm on the same custodian can usually have client accounts re-assigned rather than opened again, so there is little or no repapering.

Offices

Schedule D 1.F, the 25 largest

St. Louis, MO1,233 employees
Tempe, AZ307 employees
Peachtree City, GA6 employees
Eugene, OR5 employees
Findlay, OH5 employees

All 25 offices

Joliet, IL5 employees
Aberdeen, SD4 employees
Bellingham, WA4 employees
Bethesda, MD4 employees
Brownwood, TX4 employees
Burlingame, CA4 employees
Eagan, MN4 employees
Enid, OK4 employees
Fairmont, WV4 employees
Foley, AL4 employees
Glendale, CO4 employees
Granby, CO4 employees
Grand Rapids, MI4 employees
Great Falls, MT4 employees
Green Bay, WI4 employees
Huxley, IA4 employees
Jefferson City, MO4 employees
Kennewick, WA4 employees
League City, TX4 employees
Littleton, CO4 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

Full history · 80 changes

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 $1.01T
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
RAUM · $692B to $825B
Nov 25, 2024 to Feb 20, 2025
Wrap assets (sponsor) · $432B to $523B
Nov 25, 2024 to Feb 20, 2025
Accounts · 4,558,331 to 4,749,388
Feb 15, 2024 to Mar 28, 2024
Advisory employees · 19,677 to 21,219
Feb 15, 2024 to Mar 28, 2024
Advisory activities · 4 to 5
Feb 15, 2024 to Mar 28, 2024
BD registered reps · 21,142 to 21,406
Feb 15, 2024 to Mar 28, 2024
Charity clients · 1,716 to 1,727
Feb 15, 2024 to Mar 28, 2024
Corporate clients · 9,086 to 8,962
Feb 15, 2024 to Mar 28, 2024
HNW clients · 411,357 to 450,746
Feb 15, 2024 to Mar 28, 2024
Individual clients · 2,987,389 to 3,064,663
Feb 15, 2024 to Mar 28, 2024
Pension plan clients · 12,073 to 12,742
Feb 15, 2024 to Mar 28, 2024
Assets in custody · $185B to $215B
Feb 15, 2024 to Mar 28, 2024
Employees · 28,607 to 29,309
Feb 15, 2024 to Mar 28, 2024
Financial planning clients · unset to 11-25
Feb 15, 2024 to Mar 28, 2024
State-registered IARs · 20,612 to 20,845
Feb 15, 2024 to Mar 28, 2024
Other offices · 14,975 to 15,075
Feb 15, 2024 to Mar 28, 2024
Discretionary RAUM · $252B to $290B
Feb 15, 2024 to Mar 28, 2024
HNW RAUM · $225B to $277B
Feb 15, 2024 to Mar 28, 2024
Individual RAUM · $357B to $401B
Feb 15, 2024 to Mar 28, 2024
Non-discretionary RAUM · $341B to $403B
Feb 15, 2024 to Mar 28, 2024
Pension RAUM · $3.5B to $4.1B
Feb 15, 2024 to Mar 28, 2024
RAUM · $593B to $692B
Feb 15, 2024 to Mar 28, 2024
Related broker-dealer · false to true
Feb 15, 2024 to Mar 28, 2024
Wrap assets (sponsor) · $365B to $432B
Feb 15, 2024 to Mar 28, 2024
Accounts · 4,299,176 to 4,558,331
Feb 28, 2023 to Mar 30, 2023
Advisory employees · 19,444 to 19,677
Feb 28, 2023 to Mar 30, 2023
BD registered reps · 20,687 to 21,142
Feb 28, 2023 to Mar 30, 2023
Charity clients · 1,601 to 1,716
Feb 28, 2023 to Mar 30, 2023
Corporate clients · 8,578 to 9,086
Feb 28, 2023 to Mar 30, 2023
HNW clients · 397,877 to 411,357
Feb 28, 2023 to Mar 30, 2023
Individual clients · 2,844,933 to 2,987,389
Feb 28, 2023 to Mar 30, 2023
Pension plan clients · 10,945 to 12,073
Feb 28, 2023 to Mar 30, 2023
Assets in custody · $198B to $185B
Feb 28, 2023 to Mar 30, 2023
Employees · 26,014 to 28,607
Feb 28, 2023 to Mar 30, 2023
State-registered IARs · 20,141 to 20,612
Feb 28, 2023 to Mar 30, 2023
Other offices · 14,762 to 14,975
Feb 28, 2023 to Mar 30, 2023
Discretionary RAUM · $281B to $252B
Feb 28, 2023 to Mar 30, 2023
HNW RAUM · $256B to $225B
Feb 28, 2023 to Mar 30, 2023
Individual RAUM · $386B to $357B
Feb 28, 2023 to Mar 30, 2023
Non-discretionary RAUM · $373B to $341B
Feb 28, 2023 to Mar 30, 2023

Signals

60 dated events

Silas B Cobb now listed at Mauston, WI (was La Crosse, WI)
Nov 2, 2026 · Advisor's branch moved · fact
Morgan Croslin Hammer now listed at San Marcos, TX (was New Braunfels, TX)
Nov 2, 2026 · Advisor's branch moved · fact
Matthew J Shoemaker now listed at Lake Jackson, TX (was Clute , TX)
Nov 2, 2026 · Advisor's branch moved · fact
Andrea Barvi now listed at Littleton, CO (was Aurora, CO)
Nov 2, 2026 · Advisor's branch moved · fact
Joshua Reed Carter now listed at North Augusta, SC (was Evans, GA)
Nov 2, 2026 · Advisor's branch moved · fact

+55 more signals on the tape

Across DFX

shared identifiers only, never a name match

Edward D. Jones & Co., L.P. · Independent Sponsors
same SEC CIK · company
Edward D. Jones & Co., L.P. · Private Equity
same CRD · intermediary

Web presence

addresses the firm lists on IAPD today, and the ones its Form ADV filings listed before

Website (5), LinkedIn company page (1), Facebook (2), X (Twitter) (1), Instagram (1), YouTube (2), Video (2), Other link (5)

19 current web addresses

5 website, 1 linkedin company page, 2 facebook, 1 x (twitter), 1 instagram, 2 youtube, 2 video, 5 other link

4 earlier addresses on Form ADV filings, the earliest seen Jan 31, 2014

How to reach

public business contact points only, each with its source

3 verified contacts

1 firm profile, 1 website, 1 principal office phone

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: $42.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

Edward Jones is the same institution as 2 records in Allocators and Independent Sponsors.

Allocators1Independent Sponsors1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

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