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EDWARD JONES

ST. LOUIS, MO · CRD 250 · IAPD ↗ · bridgebuildermutualfunds.com · 314-515-2000

$1013.61BRegulatory AUM
20304Advisory reps
36317Employees
28751Clients
More than 500Planning clients
0Private funds
53States
306Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 5 (301 -> 306).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
August 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 4 (297 -> 301).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
July 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 7 (290 -> 297).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
June 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 6 (284 -> 290).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
May 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 8 (276 -> 284).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 12 (264 -> 276).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — EDWARD JONES shrank from 22226 to 20304 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
February 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 1 (263 -> 264).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
January 2026 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 4 (259 -> 263).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 40 (219 -> 259).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
August 2025 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 4 (215 -> 219).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 5 (210 -> 215).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
March 2025 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 98 (112 -> 210).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
March 2025 — EDWARD JONES added office(s): 15075 -> 15321 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
March 2025 — EDWARD JONES reports More than 500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2025 — EDWARD JONES grew from 21219 to 22226 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 3 (109 -> 112).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
November 2024 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 1 (108 -> 109).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
October 2024 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 1 (107 -> 108).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
September 2024 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 3 (104 -> 107).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
June 2024 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 2 (102 -> 104).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — EDWARD JONES added office(s): 14975 -> 15075 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2024 — EDWARD JONES now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
April 2024 — EDWARD JONES grew from 19677 to 21219 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2024 — EDWARD JONES's Item 11 disclosure-reporting entries rose by 2 (100 -> 102).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.