Edward D. Jones & Co. LP
broker148 known aliases resolved via the canonical alias map
Market position · 2024
Plans served585-32 YoYRank #45 of mapped providers
Assets under administration$19.3B0.0%Market share · rank #690
Fees received$16MMedian $23,314/planSum across Schedule C direct + indirect
Net wins YoY-3184 won · 115 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Edward D. Jones & Co. LP plan look like?
Service mix · median fees per plan
Count of plans where Edward D. Jones & Co. LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 331 | $23,391 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants); Direct payment from the planCode 26 | 141 | $23,601 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 52 | $24,122 | |
Investment advisory (plan); Consulting fees; Direct payment from the plan; Consulting (general)Code 16 | 36 | $20,783 | |
Other fees; Consulting (pension)Code 17 | 10 | $20,440 | |
Investment management; Securities brokerage commissions and feesCode 28 | 4 | $28,008 | |
Investment management fees paid directly by planCode 51 | 3 | $20,763 | |
Other feesCode 99 | 2 | $12,004 |
Competitor overlap
Percent of Edward D. Jones & Co. LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Edward D. Jones & Co. LP.
| Sponsor | From | Assets |
|---|---|---|
BALCH & BINGHAM LLPAL · 630328165-001 | QDRO CONSULTANTS COMPANY, LLC | $315M |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 617 PENSION FUNDNJ · 237356773-001 | PATRICIA DEPASCALE | $163M |
BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTHMT · 810232121-001 | Capital Group | $76M |
COLUMBIA ORTHOPAEDIC GROUP LLPMO · 431427548-001 | Northwestern Mutual Wealth Management Company | $51M |
HOPEHEALTH, INC.SC · 570984427-001 | John Hancock | $33M |
TOWN AND COUNTRY FOODS, INC. ESOPMT · 810440194-001 | (new plan) | $32M |
MOOSE INTERNATIONAL INC.IL · 361408120-005 | Morningstar Investment Management | $31M |
AFFINIA HEALTHCAREMO · 430817642-003 | Principal | $28M |
COMMUNITY HEALTH CARE, INC.OH · 341529169-001 | Fortune Financial Services Inc. | $25M |
INDIE LLCCA · 384052684-001 | Levelized Compensation Advisor | $25M |
Plans lost in 2024
Appeared last year under Edward D. Jones & Co. LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | Transamerica | $94M |
KSB GIW, INC.GA · 580912699-004 | Morgan Stanley | $66M |
INTEGRATED MEDICAL GROUP, P.C.PA · 232867417-001 | Vanguard | $64M |
FARMWARD COOPERATIVEMN · 410425710-002 | (new plan) | $47M |
CENTRAL NEBRASKA REHABILITATION SERVICES, LLCNE · 810653461-001 | Capital Group | $36M |
BLAINE BROTHERS MAINTENANCE, INC.MN · 411379303-001 | Resources Investment Advisors | $22M |
BIOTISSUE HOLDINGS, INC.FL · 651116071-001 | Valmark Advisers | $21M |
EMS LINQ INCNC · 824127789-001 | American United Life Insurance Co | $17M |
ENVIRONMENTAL SAFETY & HEALTH CONSULTING SVCSTX · 721273092-001 | Martin and Pellegrin, CPAs | $17M |
KSB GIW, INC.GA · 580912699-001 | Principal | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $12,497 | 4y | 1 |
PEPPERDINE UNIVERSITYCA · 951644037-001 | $633M | 3,569 | $8,906 | 2y | 1 |
SSI (U.S.) INC. DBA SPENCER STUARTIL · 363538416-004 | $568M | 1,480 | $8,872 | 6y | 1 |
BALCH & BINGHAM LLPAL · 630328165-001 | $315M | 507 | $17,738 | 1y | 1 |
PIONEER TELEPHONE COOPERATIVE, INC.OK · 730618715-006 | $170M | 558 | $25,000 | 10y | - |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 617 PENSION FUNDNJ · 237356773-001 | $161M | 778 | $7,500 | 9y | - |
BRAUN CORPORATIONIN · 351282638-001 | $123M | 1,843 | $161,730 | 8y | 1 |
SID DILLON CHEVROLET-FREMONT, INC.NE · 470697657-001 | $109M | 770 | $0 | 10y | - |
FOUR RIVERS NUCLEAR PARTNERSHIPKY · 813609270-001 | $108M | 998 | $126,254 | 7y | 1 |
OFS BRANDS HOLDINGS, INC.IN · 350279408-001 | $97M | 1,893 | $106,955 | 8y | 1 |
Flag exposure
84.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (148)
Raw Schedule C names collapsed into Edward D. Jones & Co. LP.
- BURNETT FINANCIAL GROUP INC
- BURNEY CO.
- BURNHAM AND DELLS
- BURNHAM GIBSON WEALTH
- BURNHAM GIBSON WEALTH ADV
- BURNHAM GIBSON WEALTH ADVISORS, INV
- BURNHAM GIBSONWEALTH ADVISORS, INC.
- BURNS & HERRING, LLC
- BURNS & LEVINSON LLP
- BURNS ADVISORY GROUP
- BURNS EMPLOYEE BENEFITS INSURANCE S
- BURNS WEALTH MANAGEMENT DBA EXENCIA
- BURNS/NOWAKOWSKI GROUP
- BURNSMARCHIANO GROUP
- BURR & BURTON ACADEMY
- BURR & FORMAN LLP
- BURR & FORMAN, LLP
- BURR FORMAN LLP
- BURR FORMAN MCNAIR
- BURR PILGER MAYER BPM
- BURR PLIGER MAYER, INC.
- BURRIS LOGISTICS
- BURRUANO DOLAN, LLP
- BURTON CHISNELL ADVISORS
- BURTON ENRIGHT WELCH
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Edward D. Jones & Co. LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 14 | 2.39% | 7.76% | -5.37 pp |
| Fidelity bond gap | 79 | 13.50% | 26.94% | -13.44 pp |
| Late contributions | 144 | 24.62% | 1.71% | +22.90 pp |
| Failed to provide benefit | 1 | 0.17% | 0.14% | 0.03 pp |
| Corrective distributions | 124 | 21.20% | 1.76% | +19.44 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Edward D. Jones & Co. LP. Compare to the incumbent market share (0.9%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.9 pp vs incumbent
Frequent partners by role
Who else shows up on Edward D. Jones & Co. LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Wilshire Associates | 175 | 29.9% |
| Morningstar Investment Management | 37 | 6.3% |
| Mesirow Financial | 36 | 6.2% |
| Pension Plan Specialists, PC | 8 | 1.4% |
| M2B Retirement Consultants | 6 | 1.0% |
| Trinity Pension Consultants, Inc. | 6 | 1.0% |
| Loren D Stark Company | 4 | 0.7% |
| Cerity Partners | 3 | 0.5% |
| Hicks Pension Services | 3 | 0.5% |
| Metro Benefits Inc. | 3 | 0.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).