Edward Jones Trust Company (St. Louis)

Name: Edward Jones Trust Company
Address: 12555 Manchester Road, St. Louis, MO, 63131
Telephone: 800-445-7224

Edward Jones Trust Company is a large advisory firm based in St. Louis. It manages $945.43 million of regulatory assets for 1,528 client accounts. It has been registered with the SEC as an adviser since 2007.

Edward Jones Trust Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edward Jones Trust Company: assets under management

The assets under management (AUM) of Edward Jones Trust Company is $945.43 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $942.85 million in discretionary accounts and $2.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $618.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $860.02 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edward Jones Trust Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Edward Jones Trust Company

Connie Mary Ann Burkhardt has been acting as President since 1 Jul 2006. Carolyn Ann Parmer joined the executive team most recently as the President And Chief Executive Officer, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.L.L.P. The Jones Financial Companies	Owner	1 Jul 1995	75% - 100%	43-1450818
Loy Dale Nichols	Director	1 Sep 1995	Other	4371983
Lisa Catherine Carroll	Chief compliance officer	1 Oct 2002	Other	4160226
Kenneth Edward Schutte	Director	1 Oct 2002	Other	4120222
Carolyn Ann Parmer	President and chief executive officer, director	1 Jul 2006	Other	3169839
Kevin James Huonker	Vice president and general counsel	1 Jul 2006	Other	4436050
Christopher Wayne Moffitt	Secretary and treasurer	1 Jul 2006	Other	3256322
Connie Mary Ann Burkhardt	Director	1 Jul 2006	Other	1141947
Steven C Woods	Director	1 Jul 2006	Other	5187856

Based in St. Louis

The principal office where Edward Jones Trust Company performs its advisory services is located at 12555 Manchester Road, St. Louis, MO 63131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-445-7224 or by fax 314-515-4989. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.edwardjones.com.