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EDWARD JONES

91 known aliases resolved via the canonical alias map

Market position · 2024

Plans served435-32 YoYRank #63 of mapped providers
Assets under administration$6.8B0.0%Market share · rank #1389
Fees received$12MMedian $23,572/planSum across Schedule C direct + indirect
Net wins YoY-2865 won · 93 lostPlan-level switch detection

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Edward Jones - retirement plan analytics - PlanOptica