Deals Counterparts

Edward Jones

company

Edward Jones is a prominent financial services firm primarily serving individual investors and small businesses. While they do not directly invest in or develop infrastructure projects, they provide comprehensive wealth management services, offering clients access to a diverse range of investment products, including those focused on the infrastructure industry through mutual funds, ETFs, and individual securities, emphasizing long-term growth and income strategies.

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Founded 1922 50,000 employees
Wealth Management FirmAdvisorBroker

Strategic Overview

  • Edward Jones focuses on providing personalized financial advice through a network of local financial advisors.
  • Their involvement in the infrastructure industry is primarily indirect, through offering clients access to publicly traded infrastructure-related securities and funds.
  • Emphasizes long-term investment strategies and diversified portfolios for individual investors and small businesses.

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Key People

Penny Pennington
Managing Partner
Frank LaQuinta
Chief Financial Officer
Ken Cella
Head of Branch Development

Detailed Analysis

Sectors
UtilitiesTransportDigital/TelecomEnergy TransitionSocial Infrastructure
Geographies
North America

Subsidiaries

Edward Jones Trust CompanyEdward Jones Ltd. (Canada)

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