CONTRACTAPPROVED

Marion County Awards Financial Services Contract to Edwards Jones (October 2023)

Disclosed value: Maximum balance not to exceed $2,000,000; From meeting minutes
Approved: Oct 24, 2023

What it covers

The Board doubled the County Treasurer investments depository limit at Edwards Jones in Knoxville to $2,000,000. This raises the prior cap of $1,000,000 under Resolution 2023-84.

Who holds it

Edwards Jones holds this financial services contract with Marion County. Its other public contracts on record include work for Mission Consolidated Independent School District and Rural Municipality of Connaught No. 457.

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Contract details

Contract type: Financial Services
Amount: Maximum balance not to exceed $2,000,000
Document date: October 24, 2023
Vendor: Edwards Jones
Agency: Marion County
Source document: marion-county-meeting-minutes-2023-10-24_ab3.pdf (Meeting Minutes)

Edwards Jones's other public contracts

Mission Consolidated Independent School District, TexasMission CISD Reports Ongoing Edwards Jones Investments · Jun 30, 2026Undisclosed Mission Consolidated Independent School District, TexasEdwards Jones Listed in Trust Investments · Jun 30, 2026Undisclosed Rural Municipality of Connaught No. 457, CanadaRM Opens $700K High-Interest Account at Edwards Jones · Jun 24, 2026$700K Whitefish Bay School District, WisconsinDistrict Considers Transfer of Edwards Jones Depository Account · Apr 5, 2026Undisclosed Town of Cape Elizabeth, MaineEdwards Jones to Terminate Town Office Lease · Feb 18, 2026Undisclosed All Edwards Jones contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Marion County?

Edwards Jones was awarded this financial services contract by Marion County, as recorded on October 24, 2023. The contract value is Maximum balance not to exceed $2,000,000.

How much is the Edwards Jones contract with Marion County worth?

The Edwards Jones contract with Marion County is valued at Maximum balance not to exceed $2,000,000, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in marion-county-meeting-minutes-2023-10-24_ab3.pdf (Meeting Minutes), dated October 24, 2023 from Marion County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Edwards Jones hold?

Edwards 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.

What is Marion County currently buying?

Explore Marion County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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