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- Custodian
- Broadridge ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-05-1962
- Office Locations
- 13,704
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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 25142 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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