Best-in-State · rank 100 · Scottsdale, Arizona · listed firm: Edward Jones
Identity & firm
- Firm — Edward Jones (high)
- “firm":"Edward Jones” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — independent_ria (medium)
- “Edward Jones is a privately-held investment firm” — firm_official
- Team name — gap: not_public
- Team size — gap: not_public
- 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) — 206 (high)
- “Team Assets (Custodied)":"$206M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business":"$0” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships":"$2-20M” — forbes_shook
- Client niche — generalist (medium)
- “Edward Jones serves a broad base of individual investors” — firm_official
- Custodians — not_applicable (high)
- “Edward Jones operates as a hybrid independent and wirehouses structure” — firm_official
- Fee model — gap: not_public
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 — Forbes Top Wealth Advisors 2026 (Rank 100) (high)
- “rank":100,"year":2026” — forbes_shook
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