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Edward Jones

ST. LOUIS, MO

CRD: 250

In PWD coverage since August 14, 2026 · 10 stories

$1TRegulatory AUMSEC Form ADV · Aug 15

36,317EmployeesForm ADV

3Deals on our tracker

2Moves on the wire · 12 months

Talent flow · 12 monthsOn the wire →

Aug 18 · advisor move

Aug 17 · advisor move

Deal recordFull tracker →

Aug 17, 26Deal announcedQuicken · — coverage

Aug 17, 26Fund launch — coverage

Aug 17, 26Fund launch — coverage

PWD coverage

Deals & PE

The platform arms race turns to software and services

Edward Jones's Quicken stake, Siebert's FusionIQ pact, and Arbo's CPA acquisition show the platform fight has moved to the tools around the advisor.

Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams

Features · Aug 19Wealth's talent war moves to the C-suite

RIA · Aug 18Edward Jones takes hybrid platform direct to next-gen investors

Deals & PE · Aug 18MAI's double RIA deal is a bet on geography

practice · Aug 18Edward Jones's $5,000 digital pilot takes aim at the next generation

Moves · Aug 18LPL recruits $160M Edward Jones advisor Chris Stockton

RIA · Aug 18AI forces the data-warehousing question at RIAs

Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem

RIA · Aug 14Edward Jones Posts Record $5B Quarter, $2.6T AUC