Edward Jones Review


Trust Score 79%
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Edward Jones, federally registered in 1963, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 15,624 advisors. Edward Jones manages $312 billion and provides investment advisory services for 2,023,674 clients (1:130 advisor/client ratio).

Edward Jones requires a $25,000 minimum investment and charges a blended rate between 1.35% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm acts as their own custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 130 clients (industry average 1:50)
  • Firm has a disciplinary history
  • Firm has at least one misdemeanor conviction

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $25,000
Minimum Annual Fee $0
Average Account AUM $154,168
Broker-Dealer Hybrid Yes
Disciplinary History Yes
Total AUM $312 billion
Advisor / Client Ratio 1:130
Headquarters Louis, MO
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $250,000 1.35%
$250,001 to $500,000 1.30%
$500,001 to $1,000,000 1.25%
$1,000,001 to $2,500,000 1.00%
$2,500,001 to $5,000,000 0.80%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ 0.50%


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