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- Custodian
- Broadridge ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-05-1962
- Office Locations
- 13,695
Office Locations
About Edward Jones
Edward Jones is a St. Louis-based retail and institutional wealth manager with a nationwide branch network (13,896 locations) and local financial advisors. The firm emphasizes goal-based financial strategies and planning, including retirement-focused guidance, and commonly builds portfolios using mutual funds and ETFs with an asset-allocation mindset. Advisor matching and locator tools support scalable distribution reach.
Reported data analysis
What the numbers show
Between December 26, 2025 and June 29, 2026, reported AUM increased 22.9%, from $825.0B to $1.0T.
Across 5 reported observations, AUM increased 54.9% between December 14, 2022 and June 29, 2026, from $654.2B to $1.0T.
Of the latest reported AUM, 48.8% is discretionary and 51.2% is non-discretionary.
The firm reports 20,304 advisory representatives and 4,098,071 clients, or 201.8 clients per representative. That equates to $247.3K in reported AUM per client.
The profile lists 13,695 reported office locations and 63 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Edward Jones record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Chubak
Financial Advisor, General Partner
- CRD
- #3254042
- Ownership
- Less than 5%
Jennifer A Grego
Chief Compliance Officer, Dealer
- CRD
- #4928947
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Ryan P Aalbu
--
- CRD
- #8186032
TRACY HELENE AALVIK
Financial Advisor
- CRD
- #2881176
Showing 2 of 25178 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,274,246,692 | $277,366 |
| Non-Discretionary | $519,334,077,296 | $134,945 |
| Total | $1,013,608,323,988 | $180,020 |
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Separately Managed Accounts
SMA allocation detail is available
Edward Jones has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Edward Jones's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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