FINANCIAL_SERVICESONGOING

Edward Jones Manages Library Investment Portfolio

The City of Two Rivers maintains an Edward Jones Advisory Solutions Fund Model account with a value of $97,091.17 as of July 31, 2026. Financial advisor Tony Simpson provides ongoing investment management services, including mutual funds and ETFs, with regular advisory fees.

Status
ONGOING
Document date
August 11, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Edward Jones
Agency
City of Two Rivers · WI

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
$97,091.17 account value; -$89.94 fees this period; -$621.05 fees year-to-date
Contract type
FINANCIAL_SERVICES
Renewal
The advisory relationship appears continuous with no specified end date; fees are charged monthly and year-to-date, typical of ongoing investment advisory agreements.
Document type
AgendaPacket
Source document
Two Rivers Library Board AgendaPacket 2026-08-11

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Two Rivers?

Edward Jones was awarded this financial services contract by City of Two Rivers, as recorded on August 11, 2026. The contract value is $97,091.17 account value; -$89.94 fees this period; -$621.05 fees year-to-date.

How much is the Edward Jones contract with City of Two Rivers worth?

The Edward Jones contract with City of Two Rivers is valued at $97,091.17 account value; -$89.94 fees this period; -$621.05 fees year-to-date, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Two Rivers Library Board AgendaPacket 2026-08-11 (AgendaPacket), dated August 11, 2026 from City of Two Rivers. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Edward Jones hold?

Edward Jones may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is City of Two Rivers currently buying?

Explore City of Two Rivers's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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