Edward Jones Financial Analysis

Southwestern Adventist University

Department of Business Administration

Edward Jones Financial Analysis

A Research Paper

Presented in Partial Fulfillment

Of the Requirement for the Course

BUAD 493 Money & Banking

By

Daniel Ramirez

4/10/18

Abstract

        This paper will explain why The Jones Financial Companies, L.L.L.P (Edward Jones) is a financially healthy company. The Jones Financial Companies, L.L.L.P (Edward Jones) has grown to be one of the largest investment companies in the United States. This article will contain a financial analysis of The Jones Financial Companies, L.L.L.P (Edward Jones) based on its annual report from 2017. Using these key ratios, we will prove that The Jones Financial Companies, L.L.L.P (Edward Jones) is a financially healthy insurance company.

Daniel Ramirez

4/10/18

Money & Banking

Mr. Michalski

Edward Jones Financial Analysis

        The Jones Financial Companies, L.L.L.P (Edward Jones) has in the past years reaching the level of taking part of the conversation of one of the biggest investment companies in the United States and Canada. The huge advantage that The Jones Financial Companies, L.L.L.P (Edward Jones) has is that is it marketed towards the individual investor. It is marketed towards the investor that is not a multi-millionaire or a billionaire but isn’t lower class either. It is marketed towards the investor that is in the middle of all that.

        The best way to explain what The Jones Financial Companies, L.L.L.P (Edward Jones) is is—" Edward Jones is a registered broker-dealer and investment adviser in the United States (“U.S.”) and one of the Partnership’s subsidiaries is a registered broker- dealer in Canada. Through these entities, the Partnership primarily serves individual investors in the U.S. and Canada. The Partnership is a retail brokerage business and primarily derives revenues from fees for providing investment advisory and other account services to its clients, fees for assets held by clients, the distribution of mutual fund shares, and commissions for the purchase or sale of securities and insurance products. The Partnership conducts business throughout the U.S. and Canada with its clients, various brokers, dealers, clearing organizations, depositories and banks”. (Edward D. Jones & Co., L.P, 2018).