EDWARD JONES TRUST COMPANY
CRD #111172 SEC #801-55189 ST. LOUIS, MO 800-445-7224
SEC Registered
Total AUM
$945.4M
Discretionary
$942.8M
Employees
51
Clients
0
Accounts
1,528
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKHARDT, CONNIE, MARY ANN | I | DIRECTOR | NA | Control |
| CARROLL, LISA, CATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARROLL, LISA, CATHERINE | I | CHIEF COMPLIANCE OFFICER, TRUST COMPANY | NA | |
| CARROLL, LISA, CATHERINE | I | CHIEF COMPLIANCE OFFICER, TRUST COMPANY | NA | |
| CHAMBERLAIN, MELISSA, A. | I | VP- OPERATIONS | NA | Control |
| CHAMBERLAIN, MELISSA, A. | I | VP- OPERATIONS | NA | Control |
| HUONKER, KEVIN, JAMES | I | VICE PRESIDENT AND GENERAL COUNSEL | NA | Control |
| KINCADE, EDGAR, DORSEY | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| KRUSE, FREDERICK, H. | I | PRESIDENT & CEO | NA | Control |
| KRUSE, FREDERICK, H. | I | PRESIDENT & CEO | NA | Control |
| KRUSE, FREDERICK, H. | I | PRESIDENT & CEO | NA | Control |
| KRUSE, FREDERICK, H. | I | PRESIDENT & CEO | NA | Control |
| LLOYD, WILLIAM, J. | I | CHIEF LENDING OFFICER | NA | Control |
| MILLER, JOSEPH, RICHARD | I | VP-RETAIL SALES LEADER | NA | Control |
| MILLER, JOSEPH, RICHARD | I | VP-RETAIL SALES LEADER | NA | Control |
| MOFFITT, CHRISTOPHER, WAYNE | I | SECRETARY AND TREASURER | NA | Control |
| NICHOLS, LOY, DALE | I | DIRECTOR | NA | Control |
| PARMER, CAROLYN, ANN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER, DIRECTOR | NA | Control |
| SCHUTTE, KENNETH, EDWARD | I | DIRECTOR | NA | Control |
| WILLIAMS, MATTHEW, ALAN | I | CHIEF LENDING OFFICER | NA | Control |
| WILLIAMS, MATTHEW, ALAN | I | CHIEF LENDING OFFICER | NA | Control |
| WOODS, STEVEN, C | I | DIRECTOR | NA | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | OWNER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | OWNER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | OWNER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | OWNER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | OWNER | E | Control |
Registrations
Federal
IA
Jan 31, 2007 REGISTERED
Address
12555 MANCHESTER ROADST. LOUIS, MO 63131
USA
Phone: 800-445-7224