FINANCIAL_SERVICESAPPROVED

Shorewood School District Awards Financial Services Contract to Edward Jones (August 2026)

Shorewood School District established an investment account with Edward Jones to manage a $945,369.82 bequest designated for Fund 21. The funds are invested and earning interest while the District determines the best long-term use of the assets.

Status
APPROVED
Document date
August 11, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Edward Jones
Agency
Shorewood School District · WI

Trusted by teams at

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
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 type
FINANCIAL_SERVICES
Renewal
Ongoing investment account relationship approved by the Board in April 2025; no specific renewal or termination date provided.
Document type
Report
Source document
Shorewood School District Financial Report 2026-08-11

Related contracts

Other contracts from Edward Jones.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Shorewood School District?

Edward Jones was awarded this financial services contract by Shorewood School District, as recorded on August 11, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Shorewood School District Financial Report 2026-08-11 (Report), dated August 11, 2026 from Shorewood School District. 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.

View Edward Jones's profile

What is Shorewood School District currently buying?

Explore Shorewood School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Shorewood School District's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free