What Clients Say About Us

For important decisions in life, including financial ones, many people turn to their friends and family to learn from their experiences. That's why we thought you'd like to hear from a few of our clients. Find out how they met their Edward Jones financial adviser and why they continue to work together today. Because we have a great deal of respect for our clients, we've changed their names to help maintain their anonymity on our Web site.

To read actual stories from current Edward Jones clients, choose from the following:

Personalised Attention
William has worked with several Edward Jones financial advisers over the years. Did they all provide William and his family with the service and dedication he required? Read more to find out.

Ensuring My Financial Security
When Peter's financial adviser vanished he became concerned about what to do next. He compiled a list of investment firms to research, one of which was Edward Jones. Find out what happened next.

Serving the Individual Investor
Lisa met her financial adviser in a way that many people do - he knocked on her door one day. But he wasn't knocking to introduce himself as an Edward Jones Financial Adviser. He was looking to rent an apartment from her. Find out how this relationship between landlord and tenant evolved to client and financial adviser.

Think of Us as Neighbours
Miss Sinclair appreciates the location of her Edward Jones branch, but when she took a bad fall a few years back, her financial adviser made life easier for her. He held their appointment at her home. Learn more about how their business relationship has evolved.

Language You Can Understand
When Kate met her financial adviser, she wondered where to begin. She knew she had to get her finances in order, so she handed him all her disorganised paperwork in a large box. Read more and find out how her Financial Adviser helped.

Face-to-Face Relationships
When Dennis started looking for someone to help him with his finances, his friend recommended his Edward Jones financial adviser. Since then, his relationship with his Financial Adviser has grown beyond his expectations. Find out how this happened.

Support My Lifestyle
Victoria looks to her financial adviser to make recommendations. A former part-time teacher, she depends on her investments to provide her with a little extra income each month. See how her Financial Adviser has helped take care of her needs.

Perfect Timing
Robert and Elizabeth were amused by the fact that they were given better service by the man who delivered their dog food than they did from their financial adviser. Then one day, just as Robert was on the phone discussing a financial matter, a gentleman came knocking and introduced himself as the new Edward Jones financial adviser in their town. See what happened next.

I Have Money to Invest
Dealing with an inheritance or lump sum of money can be stressful at times, but James chose to invest his with his local Edward Jones financial adviser. Their business relationship has since grown into a friendship and now other members of his family, and several of his friends, have begun working with him as well. Take a look.