Edward Jones Investments Overview

  • Founded
  • 1922
Founded
  • Status
  • Private
  • Employees
  • 50,000
Employees
  • Latest Deal Type
  • Corporate
  • Financing Rounds
  • 10

Edward Jones Investments General Information

Description

Operator of an investment firm engaged in providing advisory services catering to individual investors. The company's offerings include wealth management, retirement and college saving plans, insurance and advisory services, enabling customers to meet their investment requirements as desired.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Specialized Finance
Multi-line Insurance
Primary Office
  • 12555 Manchester Road
  • Saint Louis, MO 63131
  • United States
+1 (314) 000-0000

Edward Jones Investments Timeline

2019202020212022
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Edward Jones Investments Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Edward Jones Investments Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of an investment firm engaged in providing advisory services catering to individual investors. The company's of
Other Financial Services
Saint Louis, MO
50,000 As of 2021
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0000 000 000000 000000000
Bellevue, WA
0000 As of 0000
00000
0.00 0000-00-00
000000&0 00000

000 0000

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000000000
San Diego, CA
0000 As of 0000
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Edward Jones Investments Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Symetra Financial Private Equity-Backed Bellevue, WA 0000 00000 000000&0 00000
000 000000000 Formerly PE-Backed San Diego, CA 0000 000000000 00
00000000 Corporate Backed or Acquired Jersey City, NJ 0000 000000&0
0000000000 0000000 Formerly PE-Backed Boston, MA 000 000000000000
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Edward Jones Investments Patents

Edward Jones Investments Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20200183653-A1 System and method for task-based estimation and planning of application development projects and resources Pending 05-Dec-2018 00000000
US-20180285975-A1 System and method for smart matching system by using online learning Pending 04-Jun-2018 000000000 0
CA-2830883-A1 System and method for advanced retirement planning Pending 19-Oct-2012 000000000
US-20140114882-A1 System and method for advanced retirement planning Pending 19-Oct-2012 000000000 00
CA-2750426-A1 Method and system for building an investment portfolio Pending 26-Aug-2010 G06Q40/06
To view Edward Jones Investments’s complete patent history, request access »

Edward Jones Investments Executive Team (30)

Name Title Board Seat Contact Info
Penny Pennington Managing Partner, Principal & Chief Executive Officer
Andy Miedler Principal & Chief Financial Officer
Lisa Dolan Principal & Chief Operating Officer
Kevin Bastien Principal, Chief Strategy Officer
Chuck Orban General Partner
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Edward Jones Investments Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Edward Jones Investments Subsidiaries (1)

Company Name Industry Location Founded
000000 0. 00000 & Corporate Pension Saint Louis, MO 0000
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