Insights

Growth Enablement With a small team and revenue under 10M, Edward Jones could benefit from scalable onboarding and sales coaching to accelerate advisor productivity and client acquisition, supported by remote training delivered via Webex and Digital Product Delivery tools.

Compliance Focus Recent discrimination lawsuits highlight regulatory and ethical risk; offer comprehensive compliance, DEI training, and client-handling policies to reduce litigation exposure and improve trust.

Data-Driven Enablement Existing tech stack includes Salesforce CDP, Informatica MDM, and Webex; propose data governance, CRM training, and marketing automation services to better segment clients and measure training ROI.

Talent Strategy Hiring activity suggests turnover and expansion ambitions; offer recruiting onboarding, leadership coaching, and advisor retention programs to stabilize growth and improve performance.

Competitive Positioning JD Power benchmarking against larger firms indicates need to strengthen client experience and differentiation; provide customer journey optimization, advisor coaching, and service-quality training to maintain market edge.

Edward Jones Brokerage Firm Tech Stack

Edward Jones Brokerage Firm uses 8 technology products and services including Adobe Creative Cloud, Salesforce CDP, Digital Product Delivery, and more. Explore Edward Jones Brokerage Firm's tech stack below.

  • Adobe Creative Cloud
    Audio, Video, Graphics
  • Salesforce CDP
    Customer Data Platforms
  • Digital Product Delivery
    E-commerce Platforms
  • YUI
    Javascript Libraries
  • Informatica Master Data Management
    Product Information Management
  • Tailwind CSS
    UI Frameworks
  • Webex
    Web Conferencing
  • Apache
    Web Servers

Media & News

Edward Jones Brokerage Firm's Email Address Formats

Edward Jones Brokerage Firm uses at least 1 format(s):
Edward Jones Brokerage Firm Email FormatsExamplePercentage
First.Last@edwardjones.comJohn.Doe@edwardjones.com
97%
LastF@edwardjones.comDoeJ@edwardjones.com
1%
F.Last@edwardjones.comJ.Doe@edwardjones.com
1%
First.Middle@edwardjones.comJohn.Michael@edwardjones.com
1%

Frequently Asked Questions

Where is Edward Jones Brokerage Firm's headquarters located?

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Edward Jones Brokerage Firm's main headquarters is located at 1105 South Ranchwood Boulevard Yukon, Oklahoma 73099 United States. The company has employees across 1 continents, including North America.

What is Edward Jones Brokerage Firm's official website and social media links?

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Edward Jones Brokerage Firm's official website is edwardjones.com and has social profiles on LinkedIn.

What is Edward Jones Brokerage Firm's NAICS code?

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Edward Jones Brokerage Firm's NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Edward Jones Brokerage Firm have currently?

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As of May 2026, Edward Jones Brokerage Firm has approximately 9 employees across 1 continents, including North America. Key team members include Senior Branch Office Admin: R. E.. Explore Edward Jones Brokerage Firm's employee directory with LeadIQ.

What industry does Edward Jones Brokerage Firm belong to?

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Edward Jones Brokerage Firm operates in the Professional Training and Coaching industry.

What technology does Edward Jones Brokerage Firm use?

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Edward Jones Brokerage Firm's tech stack includes Adobe Creative CloudSalesforce CDPDigital Product DeliveryYUIInformatica Master Data ManagementTailwind CSSWebexApache.

What is Edward Jones Brokerage Firm's email format?

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Edward Jones Brokerage Firm's email format typically follows the pattern of First.Last@edwardjones.com. Find more Edward Jones Brokerage Firm email formats with LeadIQ.

Edward Jones Brokerage Firm

Professional Training and CoachingOklahoma, United States2-10 Employees

Edward Jones Brokerage Firm operates in the professional training and coaching sector, providing services related to finance and advisory support through its Yukon, Oklahoma base. The firm appears focused on preparing and guiding professionals in the financial services field, offering training and development resources consistent with a specialty in professional coaching for advisors and related roles. A small organizational footprint is indicated by a modest number of employees, with a physical presence in Yukon, Oklahoma, and an online channel through its website.

Recent activity suggests ongoing expansion and collaboration within the industry, including the opening of a new office in Orlando, Florida, and partnerships with other organizations to enhance client protection and retirement planning offerings. The firm is positioned in the broader financial services ecosystem alongside larger brokerages, serving professionals and clients in the United States through its development and advisory-oriented services.

Section iconCompany Overview

Headquarters
1105 South Ranchwood Boulevard Yukon, Oklahoma 73099 United States
NAICS Code
6114 - Business Schools and Computer and Management Training
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Edward Jones Brokerage Firm's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Edward Jones Brokerage Firm's revenue is estimated to be in the range of $1M$10M

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