Patents Assigned to Edward Jones & Co.
  • Patent number: 8930250
    Abstract: A system and method for performing a diagnostic evaluation of an investment portfolio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds.
    Type: Grant
    Filed: January 28, 2011
    Date of Patent: January 6, 2015
    Assignee: Edward Jones & Co.
    Inventors: William Elliott Fiala, Matthew James Mikula
  • Publication number: 20140365400
    Abstract: A system and method for performing a diagnostic evaluation of an investment portfolio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds.
    Type: Application
    Filed: August 26, 2014
    Publication date: December 11, 2014
    Applicant: Edward Jones & Co.
    Inventors: William Elliott Fiala, Matthew James Mikula
  • Publication number: 20140180962
    Abstract: A system and method for managing a consolidated account which consolidates the cash flows of a plurality of different accounts and outside income, tracks the cash flows, monitors the sustainability of income streams and expense needs, makes projections for further potential cash flows, has the ability to make variable distributions, tracks the current and projected balance in the income managed account and issues alerts when account parameters fail to meet a criteria, and automatically takes corrective action or makes recommendations.
    Type: Application
    Filed: December 21, 2012
    Publication date: June 26, 2014
    Applicant: Edward Jones & Co.
    Inventors: William Elliott Fiala, Matthew James Mikula