Best-in-State · rank 19 · Madison, Alabama · listed firm: Edward Jones
Identity & firm
- Firm — Edward Jones (high)
- “Edward Jones” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — independent_ria (medium)
- “Edward Jones, a privately-held investment firm” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 477 (high)
- “Team Assets (Custodied): $477M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $1.2-9M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Edward Jones” — firm_official
- Fee model — not_public (medium)
- “Edward Jones” — firm_official
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search