A sample of Edward Jones Ventures' portfolio


Offers secure access to essential insurance products via an industry-leading digital platform.


 


Teaches kids about saving, spending and the importance of developing healthy financial habits through their financial education platform.

 


Simplifies long-term care planning by using AI to project future care needs and help individuals create personalized plan to secure their futures. 
 


A digital TPA that helps advisors design and launch retirement plans in minutes, not weeks. Powered by automation, AI, and high-touch service.

 


A technology that helps advisors visualize existing estate plans, conduct "what-if" scenario planning with clients and easily create estate-planning documents with their estate advisory platform.


Alix is an AI-powered platform that combines advanced technology and compassionate human expertise to handle every aspect of estate settlement, allowing families to focus on healing.

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*Edward Jones Ventures invested in the companies listed above through JFCA LLC, an affiliate of Edward Jones. Select investments were executed prior to the establishment of Edward Jones Ventures.

This material contains forward-looking statements. You can identify forward-looking statements by words that predict or indicate future events, such as “will,” “evolve,” "develop", "grow", "project", “in the future” or similar expressions. All forward-looking statements involve known and unknown risks and uncertainties, and actual results may differ materially. These risks and uncertainties include the factors discussed in The Jones Financial Companies, L.L.L.P.’s annual report on Form 10-K for the year ended December 31, 2023, as supplemented by its quarterly reports on Form 10-Q for the periods ended March 29, 2024, June 28, 2024, and September 27, 2024. These forward-looking statements were based on information, plans, and estimates as of April 9, 2025 and the firm does not undertake to update forward-looking statements to reflect changes in underlying assumptions or new information.