Resources for CPAs and attorneys

Working with local professionals in a collaborative environment allows Edward Jones financial advisors to develop solutions that help meet mutual clients’ individual needs. As a committed member of your team, Edward Jones continuously seeks new ways to support you and your success. We invite you to explore this site and discover the many services Edward Jones offers to you as our professional network partner.

Tax support

We’re here for you with complimentary tax resources and publications, including information to help keep you informed on the new tax legislation.

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Continuing education

Continuing education courses to help attorneys, CPAs and Enrolled Agents (EAs) fulfill annual educational requirements.

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Publications for tax and legal professionals

Downloadable educational brochures and journal on timely tax and financial topics.

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Estate services

Tools to help you process securities transfers efficiently and perform other estate-related tasks.

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Trust services

Services designed to help your clients with their estate and trust needs.

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Planning tools

Educational resources to help you help mutual clients develop comprehensive financial strategies.

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