Client Consultation Group

Personalized service and one-on-one relationships are hallmarks of Edward Jones. Having local offices with individual financial advisors serving you in your community is a business model that sets us apart.

But your local financial advisor isn't alone. Along with a dedicated branch office administrator, your financial advisor is supported by more than 5,500 associates in our headquarters. Their role is to provide the resources, systems and tools to help your financial advisor meet your needs and provide the service you deserve.

A specialized team for complex situations


One of those many resources at our headquarters is a team of professionals with deep expertise and extensive experience in specialized areas such as retirement income planning, tax-sensitive portfolio construction and business sale/succession considerations. These professionals, our Client Consultation Group (CCG), will partner with you and your tax advisor, attorney and financial advisor to address your complex and unique situation.

The Client Consultation Group knows that many decisions can have tax and legal implications or affect other areas of your financial life. These experts can help make your conversations with your other professionals, such as your tax advisor and attorney, more effective by providing guidance on key issues. Serving as another member of your team, they can help ensure all your strategies are aligned.

Building on your relationship with your financial advisor

Your financial advisor takes time to understand your current situation and what you're working toward. Combining this relationship with the deep experience of our Client Consultation Group enables us to identify additional strategies to address your unique needs.

Examples of common considerations we can work with your CPA and attorney to address:

  • Asset allocation for income and cash flow needs 
  • Sale or transition of a business
  • Estate and legacy considerations 
  • Protection

How we can help

Contact your Edward Jones financial advisor to learn more about how we can help with your more complex needs.

Important Information:

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

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