CONTRACTONGOING

Edward Jones Manages $88,842.72 for City Rivers

Disclosed value: $88,842.72; From agenda
Document date: Jul 8, 2025

What it covers

Edward Jones manages an account for the City of Two Rivers with a value of $88,842.72, focusing on balanced growth and income strategies. The portfolio has shown consistent positive returns over the last three years, with a 13.04% annualized return over five years.

Who holds it

Edward D. Jones & Co., L.P. holds this investment advisory contract with Town of Two Rivers. Its other public contracts on record include work for City of Minnetonka and Town of Monroe.

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Contract details

Contract type: Investment Advisory
Amount: $88,842.72
Document date: July 8, 2025
Term: NA
Vendor: Edward D. Jones & Co., L.P.
Agency: Town of Two Rivers
Source document: town-of-two-rivers-agenda-2025-07-08_b3d.pdf (Agenda)

Edward D. Jones & Co., L.P.'s other public contracts

City of Minnetonka, MinnesotaEdward Jones approved for financial services · Dec 24, 2025Undisclosed Town of Monroe, PennsylvaniaEdward Jones approved for township investment management · Nov 25, 2025Undisclosed City of Fairmont, West VirginiaFairmont City partners with Edward Jones for pension · Nov 12, 2025Undisclosed City of Two Rivers, WisconsinCity of Two Rivers manages investment account. · Nov 11, 2025Undisclosed Town of Mamre, MinnesotaEdward Jones $25,000 3-month CD renewal approved · Nov 10, 2025$25K

More Town of Two Rivers contracts

Mishicot Area Ambulance ServiceTown Discusses Future Ambulance Service Options · Oct 11, 2026Undisclosed City of Two Rivers Ambulance ServiceTown Evaluates City Ambulance Service Transfer · Oct 11, 2026Undisclosed STATEState Culvert Grant Project Approved for 2027 · Sep 14, 2026 Manitowoc County Highway DepartmentCulvert Repair Estimate Discussed for Elmwood · Sep 14, 2026 City of Two Rivers Ambulance ServiceTown Approves Five-Year City Ambulance Service Contract · Sep 14, 2026 All Town of Two Rivers activityAgency profile

Questions about this contract

Who was awarded the investment advisory contract by Town of Two Rivers?

Edward D. Jones & Co., L.P. was awarded this investment advisory contract by Town of Two Rivers, as recorded on July 8, 2025. The contract value is $88,842.72.

How much is the Edward D. Jones & Co., L.P. contract with Town of Two Rivers worth?

The Edward D. Jones & Co., L.P. contract with Town of Two Rivers is valued at $88,842.72, covering investment advisory work.

What type of contract is this?

This is a Investment Advisory contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-two-rivers-agenda-2025-07-08_b3d.pdf (Agenda), dated July 8, 2025 from Town of Two Rivers. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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