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.

Benefits


  • 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

Considerations


  • 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


Expand fee details
Trust Score
79
info_outline

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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