Fact Sheet

Our firm

Edward Jones, a Fortune 500 firm, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm has more than 17,500 financial advisors who care for more than 7 million clients with more than $1 trillion in assets under care.

Our offices

With more than 13,000 branch offices in all 50 states, Edward Jones has more branch offices nationwide than any other brokerage firm in the country. In 1994, Edward Jones’ Canadian affiliate opened its first branch office and today has nearly 600 branch locations. In the spring of 1998, Edward Jones ventured into the United Kingdom, opening offices as Edward Jones Limited. In November 2009, the firm sold its U.K. operations.

Our philosophy

Personal service to the individual is of utmost importance. The branch-office business model allows financial advisors to discuss individual invest- ment needs on a one-on-one basis and partner with clients for the long term to help keep them on track toward their goals. Today, 70% of the branch offices are in metropolitan areas.

The firm’s investment philosophy – investing for the long-term in quality investments aligned with goals and risk tolerance – appeals to serious, long-term individual investors.

Our background

Edward D. Jones Sr. founded the firm in 1922. After working a rural territory in Missouri and Illinois, Ted Jones, the founder’s son, positioned the firm in the increasingly competitive marketplace as a specialist in providing investment advice to individual investors.

In the 1970s, though, firm leaders realized the appeal of Edward Jones was not based on geography. Rather, the firm appeals to a certain kind of investor anywhere. In the 1980s, the firm began expanding into metropolitan areas, starting with Chicago and Dallas. Today, more than 70% of Edward Jones branch offices are in urban and suburban markets.

Although the firm’s size has changed, its set of business principles retains the same focus. First, the firm serves just one client: the serious, long-term individual investor. Second, the firm’s investment philosophy emphasizes quality and a well-balanced portfolio. Finally, it fosters an environment that greatly values personal relationships. Thus, the Edward Jones brand appeals to a careful and considering kind of investor who prefers a long-term relationship with his or her financial services firm.

Growth has transformed Edward Jones from a firm with only 304 branch offices in 1980 to a North American presence of more than 14,000 offices. To support this growth, the firm created a nationally recognized training program for its financial advisors. The firm continues to place these well- trained financial advisors in communities where they can serve the needs of individual investors.

Financial advisors

In addition to veteran financial advisors, Edward Jones financial advisors come from a variety of professional careers such as engineering, banking and education.

Firm management

Penny Pennington, Managing Partner