← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/25/2024）
EDWARD D. JONES & CO., L.P. · 所有者与执行高管（CRD 250）
机构事实页：EDWARD D. JONES & CO., L.P. 事实页 → | 官方原文：IAPD firm-summary/250
Schedule A · 直接所有者（19 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| EDJ HOLDING COMPANY, INC. | 境内实体 | GENERAL PARTNER | 是 | NA |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | 境内实体 | LIMITED PARTNER | 是 | E |
| PENNINGTON, PENELOPE | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| CELLA, KENNETH RAY JR | 个人 | HEAD OF EXTERNAL AFFAIRS AND COMMUNITY ENGAGEMENT | 是 | NA |
| LINK, RICHARD DAVID | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| JOHNSON, KRISTIN MICHELE | 个人 | CHIEF TRANSFORMATION OFFICER | 是 | NA |
| DOLAN, LISA MARIE | 个人 | HEAD OF BRANCH OPERATIONS AND SHARED SERVICES | 是 | NA |
| HREVUS, TINA MARIE | 个人 | CHIEF OF STAFF TO THE MANAGING PARTNER | 是 | NA |
| REA, TIMOTHY ANDREW | 个人 | CHIEF EXPERIENCE, BRAND AND MARKETING OFFICER | 是 | NA |
| LAQUINTA, FRANCIS T | 个人 | HEAD OF DIGITAL, DATA AND OPERATIONS | 是 | NA |
| CHUBAK, DAVID | 个人 | HEAD OF U.S. BUSINESS UNIT | 是 | NA |
| ROBERTS, WAYNE A. | 个人 | HEAD OF NEW MARKET OPPORTUNITIES | 是 | NA |
| MIEDLER, ANDREW TIMOTHY | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| GUNN, DAVID ALEXANDER | 个人 | PRESIDENT OF EDWARD JONES (AN ONTARIO LIMITED PARTNERSHIP) | 是 | NA |
| MCDANIEL, SUZAN L | 个人 | CHIEF HUMAN RESOURCES OFFICER | 是 | NA |
| HAAS, LENA | 个人 | HEAD OF WEALTH MANAGEMENT ADVICE AND SOLUTIONS | 是 | NA |
| MALIK, HASAN A | 个人 | CHIEF STRATEGY OFFICER | 是 | NA |
| GUMBS, KEIR DEVON | 个人 | GENERAL COUNSEL | 是 | NA |
| PURDY, TODD JUDSON | 个人 | HEAD OF OPERATIONS | 是 | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | SOLE SHAREHOLDER | 是 |
| JFC HOLDING COMPANY, INC. | SOLE SHAREHOLDER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
