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August 30, 2015 12:00 PM ET

Capital Markets

Company Overview of Edward D. Jones & Co., L.P.

Company Overview

Edward D. Jones & Co., L.P., doing business as Edward Jones, provides financial services for individual investors and businesses in the United States, Canada, and the United Kingdom. It offers individual retirement accounts and retirement saving plans; education savings options; estate planning and trust services; account services and tools; and banking services, such as checking and saving options, credit and debit cards, money market accounts, home financing solutions, and home equity loans and lines of credit. The company also provides services for making investments in stocks, mutual funds, annuities, and fixed-income investments. In addition, it provides life insurance, long-term care i...

12555 Manchester Road

St. Louis, MO 63131-3729

United States

Founded in 1922

Phone:

314-515-2000

Fax:

314-515-3269

Key Executives for Edward D. Jones & Co., L.P.

Managing Partner and Member of Executive Committee
Age: 62
Chief Financial Officer
Age: 65
Senior Partner
Age: 76
Senior Partner
Age: 68
Head of Canada Operations
Age: 60
Compensation as of Fiscal Year 2015.

Edward D. Jones & Co., L.P. Key Developments

Edward Jones Agrees to Pay More Than $20 Million to Settle Claims

Federal regulators said Edward Jones has agreed to pay more than $20 million to settle claims that it overcharged customers in new municipal bond sales. The Securities and Exchange Commission said that $5.2 million of the settlement amount will be distributed to customers whom Edward Jones overcharged. The SEC said the ex-chief of Edward Jones' municipal bond underwriting desk, Stina Wishman, will pay $15,000 and be barred from working in securities for at least two years. The commission said Wishman took new bonds into Edward Jones' own inventory and improperly offered them to customers at higher prices.

Edward Jones Announces Leadership Changes in Canada

Edward Jones has announced that David Lane, leader of its operations in Canada since 2012, will return to the US in September to assume a new leadership role in the firm's Client Strategies Group. Tim Kirley, 61, a general partner with the firm since 1994, will assume leadership in Canada. Kirley joined Edward Jones in 1983 as a financial advisor in Michigan, a role he filled until relocating to the firm's St. Louis headquarters in 1994.

Edward Jones Presents at 2015 National Association of Water Companies Financial Forum, Jul-15-2015

Edward Jones Presents at 2015 National Association of Water Companies Financial Forum, Jul-15-2015 . Venue: 109 W. 39th Street (6th Ave), New York, NY 10018, United States. Speakers: Andrew Waltke, Bill Hizar.

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