Jones Financial Companies LLLP — Contact Email, Phone & Team

Overview

Jones Financial Companies LLLP is the parent company of Edward D. Jones & Co., L.P., a financial services firm headquartered in Des Peres, Missouri. The firm operates primarily as a broker-dealer and investment adviser, providing investment management, advisory, and securities brokerage services. With a significant national presence and a robust regional footprint, Edward Jones employs thousands to serve individual investors, families, and businesses across the United States, focusing on long-term trusted relationships. Through its Edward Jones subsidiary, Jones Financial Companies LLLP pursues a client-centric investment strategy focused on long-term financial advice, tailored portfolio management, and personalized service. The firm offers a wide range of investment options, including fixed income, equities, real estate, private equity, hedge funds, commodities, infrastructure, venture capital, distressed and special situations, ESG and impact investing, crypto, and collectibles & art. As of June 30, 2025, Jones Financial Companies LLLP reported assets under management of approximately $1.7 trillion, with 4,027 holdings. The firm's investment approach emphasizes diversification and comprehensive financial planning to meet the diverse needs of its clients.

Investment Focus

Accredited investor status required
Long-term investment horizon preferred
Diversified portfolio approach encouraged
Alignment with ESG and impact investing principles considered favorably

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilJPMorgan ChaseProcter & GambleVisaPfizerTeslaBerkshire HathawayChevronCoca-ColaPepsiCoGoldman SachsMerckEquifax

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Frequently asked questions about Jones Financial Companies LLLP

What sectors does Jones Financial Companies LLLP invest in?

Jones Financial Companies LLLP invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Missouri, United States. Jones Financial Companies LLLP is listed as a institutional investor in the ConnectSafely investor database.