What to Expect

Investing for the long-term takes discipline, patience and confidence in your financial advisor and firm. It's a lifelong proposition that can help you achieve the financial goals you set for yourself and your family. But what should you expect from your financial advisor and what will your financial advisor expect from you?

What you can expect from your financial advisor:

• A consultative approach to your financial needs including, college savings, retirement planning, insurance needs and investments - based on your individual needs and expectations
• Personalized attention and prompt answers to financial questions and concerns
• Face-to-face meetings, if that is your preference
• A conveniently located branch office
• Regular portfolio reviews and meetings to discuss changes in life goals
• Clear, complete explanations of investments and recommendations

What your financial advisor can expect from you:

• Understanding of the Edward Jones investment philosophy
• Willingness to define and set attainable, realistic goals
• Dedication to investing/saving for the long haul
• Appreciation for the value of advice, whether or not you agree
• Referrals - so we can help your friends and family achieve their goals as well

If you have feedback or a complaint, you may use our feedback form or forward written correspondence to:

Edward Jones
Attn: Compliance Resolution-Customer Complaint
1245 J.J. Kelley Memorial Drive
St. Louis, MO 63131