Edward Jones

Money Directory

Published October 29, 2012

116 E. Drexel Ave.

Oak Creek, WI, 53154

Primary Contact: Mike Endres

(414) 571-5740

Website: www.edwardjones.com/en_US/fa/index.html&CIRN=400992

Year Founded: 1871

Primary market served: Individuals

Secondary market served: Public Companies

Primary category of service: Investments (Individual and/or 401k)

Other services provided: Deferred Compensation Plans
Estate Planning
Financial Planning
Insurance
Investments
Long Term Care
Lump Sum Distribution
Trust Service
Wealth Management
401K Plans
403B Rollovers

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: We provide personal service and high quality investment advice to the long term serious investor.

Most typical fee structure: Commission for products sold

Total assets under management: $100 to $249 million

Net worth of typical client/family/business: $250,000 to $499,999

Minimum investment required: Under $500,000

Typical age of your clients: 55 or Over

Primary industry: Education

Secondary industry: Retail

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: $1 to $4.9 million

Other services provided: 401K
SEP
IRA

Investment philosophy: To provide unmatched personal service and long term financial advice for the serious long term investor.

Management of customer portfolios: Both internally & externally