Edward Jones

Edward Jones

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Learn more

Launch date
Employees
Market cap
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Enterprise valuation
CAD324—486m (Dealroom.co estimates Jan 2023.)
Des Peres Missouri (HQ)
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$26.5m

Late VC
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$28.1m

Late VC
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$1.4m

Early VC
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$2.0m

Early VC
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$49.2m

Late VC
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$59.9m

Late VC
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$52.3m

Valuation: $300m

Late VC
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$59.4m

Late VC
Total FundingCAD380m

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Edward Jones is a financial services firm that provides personalized investment advice and financial planning to individual investors. The company operates primarily in the United States and Canada, serving clients who are looking to achieve long-term financial goals such as retirement planning, education savings, and wealth management. Edward Jones employs over 19,500 financial advisors who work closely with clients to understand their unique financial needs and develop tailored strategies to meet those needs. The firm generates revenue through fees and commissions on the financial products and services it offers, including mutual funds, insurance, and retirement accounts. Edward Jones is known for its one-on-one approach, where advisors build strong relationships with clients to provide customized financial solutions. The company focuses on helping clients feel more financially secure by offering expert advice and comprehensive financial planning services.

Keywords: financial advising, retirement planning, education savings, wealth management, personalized service, investment advice, financial planning, mutual funds, insurance, long-term goals.

Tech stack

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