United States · What does Edward Jones invest in?
Edward Jones says it invests in Advice, Consulting and Insurance.
What they do
- Type
- Corporate VC (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceConsultingInsurance
- Based in
- St. Louis, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration17 named
ATAndrew Timothy MiedlerChief Financial OfficeriForm ADV
DADavid Alexander GunnPresident of Edward Jones (An Ontario Limited Partnership)iForm ADV
DCDavid ChubakHead of U.S. Business UnitiForm ADV
FTFrancis T LaquintaHead of Digital, Data and OperationsiForm ADV
HAHasan A MalikChief Strategy OfficeriForm ADV
KDKeir Devon GumbsGeneral CounseliForm ADV
KRKenneth Ray Jr CellaHead of External Affairs and Community EngagementiForm ADV
KMKristin Michele JohnsonChief Transformation OfficeriForm ADV
LHLena HaasHead of Wealth Management Advice and SolutionsiForm ADV
LMLisa Marie DolanHead of Branch Operations and Shared ServicesiForm ADV
PPPenelope PenningtonChief Executive OfficeriForm ADV
RDRichard David LinkChief Compliance OfficeriForm ADV
SLSuzan L McdanielChief Human Resources OfficeriForm ADV
TATimothy Andrew ReaChief Experience, Brand and Marketing OfficeriForm ADV
TMTina Marie HrevusChief of Staff to the Managing PartneriForm ADV
TJTodd Judson PurdyHead of OperationsiForm ADV
WAWayne A. RobertsHead of New Market OpportunitiesiForm ADV
We also hold 20 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1014Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- EDWARD D. JONES & CO., L.P.
- SEC number
- CRD 250