Fact Sheet

Fact Sheet

Our firm

Edward Jones, headquartered in St. Louis in the United States and Mississauga, Ontario, in Canada, is one of North America's most convenient suppliers of financial services for individual investors. Edward Jones is one of the only firms to serve individual investors exclusively. The firm has more than 7 million clients with more than $1 trillion in assets under care in North America.

Our offices

USA: Edward Jones has its headquarters in St. Louis, with more than 13,000 offices spread across all 50 States. We have more branch offices than any other brokerage firm in the United States.

Canada: Over 750 advisors since Edward Jones Canada opened its first office in 1994.

Globally: Today, we have more than 13,000 offices throughout the United States, and through our affiliates in Canada.

Our philosophy

Personal service to the individual is of utmost importance. The branch-office business model allows financial advisors to discuss individual investment needs on a one-on-one basis and partner with clients for the long term to help keep them on track toward their goals. Today, 70% of the branch offices are in metropolitan areas. The firm’s investment philosophy – investing for the long-term in quality investments aligned with goals and risk tolerance – appeals to serious, long-term individual investors.

Having cultivated a previously untapped market of investors, Edward Jones financial advisors provide quality, long-term investment opportunities that include a broad mix of municipal, government and corporate bonds; mutual funds; common stocks; and tax-advantaged securities.

Our background

The firm was founded in 1922 by Edward D. Jones Sr. After working a rural territory in Missouri and Illinois, Ted Jones, the son of the founder, positioned the company in the increasingly competitive marketplace as a specialist in providing investment advice to individual investors. In the 1970s, though, the firm realized that the appeal of Edward Jones was not based on geography. Rather, the firm appeals to a certain kind of investor anywhere. In the 1980s, the firm began expanding into metropolitan areas, starting with Chicago and Dallas. Edward Jones now conducts the majority of its business in urban and suburban markets. Although the firm’s size has changed, its set of business principles retains the same focus. First, the firm serves just one client: the serious, long-term individual investor. Second, the firm’s investment philosophy emphasizes quality and a well-balanced portfolio. Lastly, it believes personal relationships are key. Thus, the Edward Jones brand appeals to a careful and considering kind of investor who prefers a long-term relationship with his or her financial services firm. Growth has transformed Edward Jones from a regional firm with only 304 offices in 1980 to a North American presence of more than 13,000 offices. To support this growth, the firm created a nationally recognized training program for its financial advisors. The firm continues to place these well-trained financial advisors in communities where they can serve the needs of individual investors.

Financial Advisors

Edward Jones financial advisors come from all walks of life – they are former engineers, attorneys, teachers, bank presidents, military officers and students. Although many of its offices are in rural communities, Edward Jones has developed a strong presence in metropolitan areas, including Chicago, St. Louis, Atlanta, Oklahoma City, Kansas City and Seattle. Currently, 70% of Edward Jones’ offices are in metropolitan areas.

Firm management

Jim Weddle, Managing Partner

Tim Kirley, Country Leader

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