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Edward Jones

ST. LOUIS, MO

CRD: 250

In PWD coverage since August 14, 2026 · 12 stories

$1TRegulatory AUMSEC Form ADV · Aug 15

36,317EmployeesForm ADV

4Deals on our tracker

-4Talent net · 12 months0 in · 4 out

Talent flow · 12 monthsOn the wire →

Net -4 · 0 arrivals · 4 departures

Aug 18 · advisor move

Aug 17 · advisor move

Arrivals

None tracked.

Departures

Aug 19 · to Equitable Advisors

Aug 19 · to Equitable Advisors

Aug 19 · to Impact Wealth Management

Aug 19 · to Freedom Financial Partners

Deal recordFull tracker →

Aug 19, 26Fund launch — coverage

Aug 17, 26Deal announcedQuicken · — coverage

Aug 17, 26Fund launch — coverage

Aug 17, 26Fund launch — coverage

PWD coverage

practice

Edward Jones's $5,000 digital pilot makes the advisor network the product

Edward Jones is testing a $5,000 digital product that could feed its branch network, the opposite of Schwab's upmarket referral floor.

The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow

Deals & PE · Aug 19The platform arms race turns to software and services

Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams

Features · Aug 19Wealth's talent war moves to the C-suite

RIA · Aug 18Edward Jones takes hybrid platform direct to next-gen investors

Deals & PE · Aug 18MAI's double RIA deal is a bet on geography

practice · Aug 18Edward Jones's $5,000 digital pilot takes aim at the next generation

Moves · Aug 18LPL recruits $160M Edward Jones advisor Chris Stockton

RIA · Aug 18AI forces the data-warehousing question at RIAs

Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem

RIA · Aug 14Edward Jones Posts Record $5B Quarter, $2.6T AUC