Cause IQ vendor profile

Edward Jones

Edward Jones is a firm that provides financial advisor, investment management, insurance agent or broker, 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 $13 million to $66 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:
Identified clients:
Avg client size:
$30 mil revenue
Median client size:
$18 mil revenue

Edward Jones client list

1Easter Seals Midwest501(c)(3)Saint Louis, MO
2Norton Museum of Art501(c)(3)West Palm Beach, FL
3Associated Recreation Council501(c)(3)Seattle, WA
4White River Health System501(c)(3)Batesville, AR
5Cumberland Family Medical Center501(c)(3)Burkesville, KY
6South Peninsula Hospital (SPH)501(c)(3)Homer, AK
7Community Memorial Hospital Association501(c)(3)Cloquet, MN
8Harrison Memorial Hospital501(c)(3)Cynthiana, KY
9Petaluma Health Center (PHC)501(c)(3)Petaluma, CA
10Copper Queen Community Hospital (CQCH)501(c)(3)Bisbee, AZ
...and 55 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, Ubs Financial Services Inc, Axa Equitable Life Insurance, Massachusetts Mutual Life Insurance Co., Morgan Stanley Smith Barney LLC, Newport Group, Inc., RBC Wealth Management, and Ascensus.

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