EDWARD JONES
92 known aliases resolved via the canonical alias map
Market position · 2024
Plans served437-30 YoYRank #63 of mapped providers
Assets under administration$16.9B0.0%Market share · rank #754
Fees received$13MMedian $23,206/planSum across Schedule C direct + indirect
Net wins YoY-3064 won · 94 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 JONES plan look like?
Service mix · median fees per plan
Count of plans where EDWARD JONES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment advisory (plan)Code 27 | 221 | $23,572 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 109 | $23,397 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 52 | $24,122 | |
Investment advisory (plan); Consulting fees; Consulting (general)Code 16 | 31 | $21,096 | |
Other fees; Consulting (pension)Code 17 | 10 | $20,440 | |
Investment management; Securities brokerage commissions and feesCode 28 | 3 | $36,454 | |
Direct payment from the plan; Employee (plan)Code 30 | 3 | $148,331 | |
Investment management fees paid directly by planCode 51 | 3 | $20,763 |
Competitor overlap
Percent of EDWARD JONES'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 JONES.
| Sponsor | From | Assets |
|---|---|---|
BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTHMT · 810232121-001 | AMERICAN FUNDS | $76M |
COLUMBIA ORTHOPAEDIC GROUP LLPMO · 431427548-001 | NORTHWESTERN MUTUAL INVESTMENT SERV | $51M |
TOWN AND COUNTRY FOODS, INC. ESOPMT · 810440194-001 | (new plan) | $32M |
MOOSE INTERNATIONAL INC.IL · 361408120-005 | MORNINGSTAR | $31M |
AFFINIA HEALTHCAREMO · 430817642-003 | PRINCIPAL LIFE INSURANCE COMPANY | $28M |
COMMUNITY HEALTH CARE, INC.OH · 341529169-001 | LPL FINANCIAL | $25M |
INDIE LLCCA · 384052684-001 | LEVELIZED COMPENSATION ADVISOR | $25M |
JOSEPH P. CARRARA & SONS, INC.VT · 030212647-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $20M |
BUDNICK CONVERTING, INC.IL · 370914101-002 | ALERUS FINANCIAL, N.A. | $17M |
UNCOMN, LLCIL · 273263809-001 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
Plans lost in 2024
Appeared last year under EDWARD JONES; not this year.
| Sponsor | To | Assets |
|---|---|---|
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $94M |
KSB GIW, INC.GA · 580912699-004 | MORGAN STANLEY SMITH BARNEY | $66M |
FARMWARD COOPERATIVEMN · 410425710-002 | (new plan) | $47M |
CENTRAL NEBRASKA REHABILITATION SERVICES, LLCNE · 810653461-001 | AMERICAN FUNDS | $36M |
BLAINE BROTHERS MAINTENANCE, INC.MN · 411379303-001 | RESOURCES INVESTMENT ADVISORS LLC | $22M |
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 LIFE INSURANCE COMPANY | $16M |
BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC.WY · 836011320-001 | GROOMS & HARKINS, P.C. | $15M |
KELLY MITCHELL GROUP, INC.MO · 431810274-001 | PRINCIPAL LIFE INSURANCE COMPANY | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $490,728 | 9y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $148,331 | 9y | - |
BRAUN CORPORATIONIN · 351282638-001 | $123M | 1,843 | $161,730 | 8y | 1 |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCMD · 522035147-001 | $120M | 2,784 | $7,284 | 4y | - |
SID DILLON CHEVROLET-FREMONT, INC.NE · 470697657-001 | $109M | 770 | $0 | 10y | - |
FOUR RIVERS NUCLEAR PARTNERSHIPKY · 813609270-001 | $108M | 998 | $126,254 | 7y | 1 |
CENTRAL PROCESSING CORP.WI · 593626633-001 | $93M | 1,799 | $112,120 | 8y | - |
SCOUT ENERGY MANAGEMENT, LLCTX · 453236574-001 | $92M | 1,220 | $69,930 | 8y | - |
SLETTEN, INC.MT · 810418015-002 | $87M | 437 | $9,791 | 4y | - |
SIEMER MILLING COMPANYIL · 370789904-003 | $85M | 212 | $51,182 | 8y | - |
Flag exposure
84.0%Market: 89.2%
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 (92)
Raw Schedule C names collapsed into EDWARD JONES.
- EDARD JONES
- EDWARD A. TREACY
- EDWARD BURKE
- EDWARD C JONES AND CO.
- EDWARD C. BURKE
- EDWARD CHAMBERS
- EDWARD D A SOMMER
- EDWARD D JONEAS AND CO
- EDWARD D JONES & CO L P
- EDWARD D JONES & CO L P.
- EDWARD D JONES & CO L.P
- EDWARD D JONES & CO L.P,
- EDWARD D JONES & CO L.P.
- EDWARD D JONES & CO, L.P
- EDWARD D JONES & CO, L.P.
- EDWARD D JONES & CO. L.P.
- EDWARD D JONES & CO., L.P.
- EDWARD D JONES & CP LP
- EDWARD D JONES AND CO
- EDWARD D JONES AND CO LP
- EDWARD D JONES AND CO.
- EDWARD D JONES AND COMPANY
- EDWARD D JONES& CO. L.P.
- EDWARD D, JONES & CO., L.P.
- EDWARD D. A. SOMMER
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 JONES'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 | 12 | 2.75% | 7.76% | -5.02 pp |
| Fidelity bond gap | 58 | 13.27% | 26.94% | -13.67 pp |
| Late contributions | 103 | 23.57% | 1.71% | +21.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 92 | 21.05% | 1.76% | +19.29 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 JONES. Compare to the incumbent market share (0.7%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.7 pp vs incumbent
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).