How They Work

Call us unconventional. Call us unfashionable. We don't really mind. It's that way of thinking that has enabled us to help millions of people - many just like you - set and achieve their financial goals.

A Smile and a Handshake
Don't be surprised if your local financial advisor shows up at your home or business to simply say hello. It's not the way many companies do business today, but it's how we believe good relationships are started - the old fashioned way.

We're Right Around the Corner
If you're new to town and you want to know where you can find the Edward Jones office, you'll probably hear things like, "Two doors down from the grocery store," or "Right next to the dentist's office." Why? We do what's convenient for you. Most of our offices have one financial advisor and one branch office administrator, so you'll see the same friendly faces every time you stop in.

Slow and Steady Wins the Race
Everything seems to go so fast today - but we believe that making decisions that impact your financial future should be discussed and thoroughly researched, and that just can't be accomplished with a single phone call or by pushing the "send" button. We believe that achieving lifelong financial goals takes discipline and commitment to putting a plan in place and sticking with it. We're dedicated to helping you set and reach milestones and we'd like to help you get there.

To get a feel for what your experience with an Edward Jones financial advisor might be like, take a few minutes to read the following pages:

How to prepare for the first meeting
First meeting
Follow-up meeting
The long-term