Fees from its schedule are under review and appear here once review is done.
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Total assets
Q2 2026, quarter end
FFIEC call report · Jun 30, 2026
Revenue
Q2 2026, one quarter
FFIEC call report · Jun 30, 2026
Service-charge income
Q2 2026, one quarter
FFIEC call report · Jun 30, 2026
Service-charge share of revenue
Not reported
Peer median 2.1%
FDIC call report data · Jun 30, 2026
Fees above the U.S. median
Too few fees
Fewer than 5 verified fees on file
Fee schedule read Oct 30, 2026
Call-report figures are for Edward Jones Trust Company at the bank level, not its holding company. Revenue is net interest income plus noninterest income.
| Metric | Measure and calculation | Source and fields | Period | Retrieved |
|---|---|---|---|---|
| Total assets | Total assets at quarter end Point in time, at quarter end | FFIEC call report (bulk data) RCON2170 | Q2 2026 Quarter ended Jun 30, 2026 | Nov 1, 2026 |
| Revenue | Revenue (net interest + noninterest income) Standalone quarter: year to date less the prior quarter (Q1 as filed) | FFIEC call report (bulk data) RIAD4074 + RIAD4079 | Q2 2026 Quarter ended Jun 30, 2026 | Nov 1, 2026 |
| Service-charge income | Service charges on deposit accounts Standalone quarter: year to date less the prior quarter (Q1 as filed) | FFIEC call report (bulk data) RIAD4080 | Q2 2026 Quarter ended Jun 30, 2026 | Nov 1, 2026 |
| Service-charge share of revenue | Service charges on deposit accounts divided by revenue (net interest + noninterest income) One quarter, as reported. Median and percentile from each of 1,682 banks with under $300M in assets reporting a share above 0%, this one left out. | FDIC BankFind Suite (call report data) ISERCHGQ / (NIMQ + NONIIQ) | Q2 2026 Quarter ended Jun 30, 2026 | Not recorded |
| Fees above the U.S. median | Published fees above the U.S. median for the same fee Within 1% of the median counts as about the same. Business-only fees are left out. | Edward Jones Trust Company's published fee schedule; Bank Fee Index medians | Current schedule | Oct 30, 2026 |
Service-charge income by quarter
Q1 2024 to Q2 2026, standalone quarters
Call reports for Edward Jones Trust Company (bank level, not the holding company). Income lines are standalone quarters.
Service-charge income
Q3 2024 to Q2 2026, standalone quarters · 62 quarters on file
| Quarter | Amount | Change | % |
|---|---|---|---|
| Q2 2026 | $0 | $0 | |
| Q1 2026 | $0 | $0 | |
| Q4 2025 | $0 | $0 | |
| Q3 2025 | $0 | $0 | |
| Q2 2025 | $0 | $0 | |
| Q1 2025 | $0 | $0 | |
| Q4 2024 | $0 | $0 | |
| Q3 2024 | $0 | $0 |
Financial cohort: 1,760 banks with under $300M in assets filing for Q2 2026; 1,682 reported a share above 0% and are counted, Edward Jones Trust Company left out. Chosen by asset size alone, so it is a financial benchmark, not a list of local competitors.
The 15 closest to Edward Jones Trust Company by share.
They stay out of every comparison until review is done.
per year · Lower tiers and reduced rates for higher asset levels
per item · Ranges from 0.75% to 5.75%, varies by type and amount of investment traded
per year · Lower tiers and reduced rates for higher asset levels
per year · Lower tiers and reduced rates for higher asset levels
per year · Lower tiers and reduced rates for higher asset levels
per year · Lower tiers and reduced rates for higher asset levels
per year · Varies by manager
per year · Applies to Advisory Solutions accounts with separately managed accounts
| Fee | Amount | Basis | Note |
|---|---|---|---|
Other feesUnder review | |||
| Annual Platform Fee (audience not stated, treated as personal) | $0.05 | per year | Lower tiers and reduced rates for higher asset levels |
| Base + 1.75% (audience not stated, treated as personal) | $100,000 | Not stated | None |
| Base + 2.00% (audience not stated, treated as personal) | No charge | Not stated | None |
| Commission/Sales Charge - Select Account (audience not stated, treated as personal) | Not stated | per item | Ranges from 0.75% to 5.75%, varies by type and amount of investment traded |
| other accounts for the purpose of planning and establishing (audience not stated, treated as personal) | $500,000 | Not stated | None |
| Platform Fee - Advisory Solutions (audience not stated, treated as personal) | $0.05 | per year | Lower tiers and reduced rates for higher asset levels |
| Platform Fee - Guided Solutions (audience not stated, treated as personal) | $0.05 | per year | Lower tiers and reduced rates for higher asset levels |
| Program Fee - Advisory Solutions (audience not stated, treated as personal) | $1.35 | per year | Lower tiers and reduced rates for higher asset levels |
| Program Fee - Guided Solutions (audience not stated, treated as personal) | $1.35 | per year | Lower tiers and reduced rates for higher asset levels |
| SMA Manager Fees (audience not stated, treated as personal) | Not stated | per year | Varies by manager |
| SMA Manager Fees - Advisory Solutions (audience not stated, treated as personal) | Not stated | per year | Applies to Advisory Solutions accounts with separately managed accounts |
| worked with your financial advisor to group your account with (audience not stated, treated as personal) | $250,000 | Not stated | None |
Audience not stated on the bank’s schedule; treated as personal. Fees may differ for business or commercial accounts. How audience is decided
Oct 30, 2026 data snapshot. Each amount links to its fee schedule. The U.S. comparison is the middle 50% of Bank Fee Index published fees, shown where at least 5 institutions publish the fee.
Where Edward Jones Trust Company operates, and what regulators and customers have on file.
Branch footprint
1 offices in 1 state, $500K in branch deposits (June 2026)
Each dot is one office.
Largest markets by deposits
| 1 | $500K |
St. Louis, MO-IL
0% of bank deposits, #108 of 111, unchanged over five years.
| Largest competitors here | Deposit share |
|---|---|
| U.S. Bank National Association | 13% |
| Stifel Bank and Trust | 12.4% |
| Bank of America, National Association | 11.8% |
| Stifel Bank | 9.6% |
| Commerce Bank | 5.8% |
Branch count by year
Source: FDIC Summary of Deposits, 2011 to 2026. Deposits are booked at the branch as of June 30.
In St. Louis, MO-IL, Edward Jones Trust Company holds 0% of bank deposits, #108 of 111, with 1 office.
900 offices of 91 institutions shown.
Showing 900 of 1,001 offices: the largest institutions' offices, with banks and credit unions in proportion.
Source: FDIC Summary of Deposits, as of June 30, 2026 (bank offices); NCUA branch file, quarter ending June 30, 2026 (credit union offices).
Share of bank deposits
As of June 30, 2026. FDIC-insured offices only; credit unions are not included.
9 of 111 institutions shown. $141.7B in bank deposits in the metro.
Source: FDIC Summary of Deposits, as of June 30, 2026.
Position over time, 2011 to 2026
June 2026: 0% share, 1 office, #108 of 111
Deposit share
Offices
Rank (1 is largest)
Source: FDIC Summary of Deposits, as of June 30 of each year, 2011 to 2026.
Credit unions, reported separately
207 offices of 43 credit unions in the metro's cities. NCUA does not report deposits by office, so credit unions have no share above.
Source: NCUA branch file, quarter ending June 30, 2026.
Enforcement actions
None on file with the OCC
The OCC has no public enforcement action against this bank or its holding company on file.
Source: public enforcement action lists from the OCC, read November 4, 2026. The agencies don't always record when an order ends, so one with no end date may have ended. FDIC orders are not included yet. Actions against individual bank officers are left out.
Fee change alerts
Once when its schedule is verified, then when a verified fee changes.
See what a free sample Competitive Fee Position Report shows