Best-in-State · rank 105 · Huntsville, Alabama · listed firm: Edward Jones
Logo asset (hotlink-protected, view at source): https://www.edwardjones.com/logo.svg
Identity & firm
- Firm — Edward Jones (high)
- “Edward Jones” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — wirehouse (medium)
- “Edward Jones is a subsidiary of Woodside Financial Ltd., owned by Ted Jones's family” — sec_finra_regulatory
- 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) — 326 (high)
- “Team Assets (Custodied): $326M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $500K-5M” — forbes_shook
- Client niche — generalist (low)
- “Edward Jones serves individual investors and families” — firm_official
- Custodians — not_applicable (high)
- “Edward Jones is a wirehouse broker-dealer, not an RIA” — sec_finra_regulatory
- Fee model — fee_plus_commission (medium)
- “Edward Jones offers commission-based and fee-based advisory services” — 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 — no (medium)
- “Edward Jones uses corporate branding for all advisors” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search