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  2. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

  3. Merrill Edge - Wikipedia

    en.wikipedia.org/wiki/Merrill_Edge

    Merrill Edge's services are available to individual investors, as well as small business owners and corporate clients. The platform provides a range of account types, including individual and joint brokerage accounts, retirement accounts such as IRA, Roth IRA, custodial accounts for minors, as well as 529 plans for education savings. [22]

  4. Peter Lynch - Wikipedia

    en.wikipedia.org/wiki/Peter_Lynch

    Peter Lynch (born January 19, 1944) [1] is an American investor, mutual fund manager, author and philanthropist.As the manager of the Magellan Fund [2] at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, [3] consistently more than double the S&P 500 stock market index and making it the best-performing mutual fund in the world.

  5. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    The combined brokerage house has 17,646 financial advisors and manages $2 trillion in client assets. [1] Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations.

  6. The 10 Best Investment Apps of 2024 - AOL

    www.aol.com/best-investment-apps-2022-beginner...

    Account minimum. $0. Fees. None. Account types. Individual/taxable. Investment choices. Stocks, bonds, ETFs, crypto, music royalties. Additional details. Public wants to give everyone the tools to ...

  7. Donor-advised fund - Wikipedia

    en.wikipedia.org/wiki/Donor-advised_fund

    A donor-advised fund is an account at a sponsoring organization, generally a public charity, where an individual can make a charitable gift to enjoy an immediate tax benefit and retain advisory privileges to disburse charitable gifts over time.

  8. Citadel LLC - Wikipedia

    en.wikipedia.org/wiki/Citadel_LLC

    Citadel LLC (formerly known as Citadel Investment Group, LLC) is an American multinational hedge fund and financial services company. Founded in 1990 by Ken Griffin, it has more than $63 billion in assets under management as of June 2024.

  9. Janus Henderson - Wikipedia

    en.wikipedia.org/wiki/Janus_Henderson

    Janus Henderson is a British-American [3] global asset management group headquartered in the City of London, United Kingdom.It offers a range of financial products to individuals, intermediary advisors and institutional investors globally under the trade name Janus Henderson Investors.