Edward Jones Review

Edward Jones, founded in 1963, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 15,624 advisors. Edward Jones manages $311.99 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 between 1.35% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm has $1B or more in assets under management
  • Been in business 54 years
  • Firm services over 1,000 clients
  • Firm acts as their own custodian
  • Communications sent to the firm’s website are secure and encrypted


  • Firm has a disciplinary history
  • Firm is a broker-dealer and may be subject to compensation-related conflicts of interest
  • Firm has a low advisor to client ratio
  • Firm actively engages in insurance sales and may be incentivized to over-insure investors with expensive insurance products that generate commissions for the investment advisor
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

Managed Investing

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Trust Score

Annual Management Fee 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%
Feature Value
Estimated Fees (Annual) $1,350 on a $100,000 portfolio
Annual Management Fee Details None
Minimum Investment $25,000
Minimum Annual Fee $0
Average Account AUM $154,168
Broker-Dealer Hybrid Yes
Disciplinary History Yes
Total AUM $311.99 billion
Advisor / Client Ratio 1:130

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