Edward Jones to Offer Account Statement Options - Wealth …
Dec 1, 2000 · Edward Jones is introducing a new account statement option next month, allowing clients to decide the level of complexity and financial detail contained in their statements. …
Edward Jones Expands SMA Offerings on Managed Account …
Jul 23, 2025 · Edward Jones Doubles SMAs on Managed Account Platform, with Further Expansion Planned The broker/dealer continues to court financial advisors with growing …
Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors
Mar 17, 2022 · Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors Brokerage to provide the financial planning application to its advisors as part of a $1 billion investment in …
Edward Jones Will Pay $17M to Settle State Regulators’ Investigation
Jan 8, 2025 · Edward Jones will pay $17 million to settle an investigation by state securities regulators into how the firm supervised the transfer of brokerage account assets into advisory …
FINRA Fines Edward Jones, Osaic, Cambridge $8.2M to Settle …
Dec 20, 2024 · FINRA is requiring Edward Jones, Osaic and Cambridge Investment Research to collectively pay more than $8.2 million in restitution to customers after the firms allegedly failed …
Edward Jones Makes Leadership Changes in Financial Planning Push
Apr 25, 2025 · Edward Jones Shuffles Leadership Amid Push to Bolster Financial Planning David Chubak will become wealth and field management head as the firm tries to position itself …
Edward Jones hit with $2.7 million fine - Wealth Management
Oct 23, 2003 · Edward Jones has been hit with a fine of $2.7 million by the NASD, which ruled in an arbitration hearing that one of the firm’s brokers overloaded a client’s account with …
Edward Jones Offers Online Service - Wealth Management
Mar 1, 2000 · In February, Edward Jones became the last of the major retail firms to launch an online service for clients.In addition to showing daily account balances, Jones also makes …
Edward Jones Launches Proprietary SMA, Financial Planning Services
Oct 1, 2024 · Edward Jones Launches Proprietary SMA, Financial Planning Services The new programs are part of an effort to attract more high-net-worth clients with broader offerings.
SEC Charges 26 Firms for Off-Channel Communications Violations
Aug 14, 2024 · More than two dozen broker/dealers and RIAs agreed to pay a combined $392.75 million in penalties, including Raymond James, LPL, Edward Jones and Osaic, among others.