Cause IQ vendor profile

Edward Jones


Edward Jones is a firm that provides financial advisor, insurance agent or broker, investment management, administrative support, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Edward Jones clients are outpatient health care practitioners and facilities, hospitals, and vocational rehabilitation services with revenues ranging from $15 million to $62 million.

Previous legal names, trade names, or just variations of their name include: Edward Jones Investors; and Edward Jones and Co..

Primary location:
St Louis, MO
All locations:
MN, MO
Identified clients:
42
Avg client size:
$30 mil revenue
Median client size:
$17 mil revenue

Edward Jones client list

 NameTypeLocation
1Norton Museum of Art501(c)(3)West Palm Beach, FL
2White River Health System501(c)(3)Batesville, AR
3South Peninsula Hospital (SPH)501(c)(3)Homer, AK
4Cumberland Family Medical Center501(c)(3)Burkesville, KY
5Harrison Memorial Hospital501(c)(3)Cynthiana, KY
6Community Memorial Hospital Association501(c)(3)Cloquet, MN
7Preston Memorial Hospital501(c)(3)Kingwood, WV
8Bethel University501(c)(3)Mishawaka, IN
9New Alternatives for Children501(c)(3)New York, NY
10Children's Home Society of North Carolina501(c)(3)Greensboro, NC
...and 32 more Edward Jones not-for-profit tax-exempt clients identified by Cause IQ

Edward Jones competitors

Competitors to Edward Jones in the nonprofit sector include Global Retirement Partners LLC, Raymond James and Associates, Merrill Lynch, Newport Group, Inc., Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Nationwide Life Insurance Company, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, and Kibble and Prentice.

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