What is the process for partnering with a financial advisor?
Step 1
Research and browse our financial advisors using any of our search tools.
Step 2
When you find a financial advisor you'd like to work with, share your contact information via their profile page. They'll reach out to set up a complimentary consultation.
Step 3
Meet with financial advisor virtually or in person to decide if they're the right match for your needs. You'll discuss your goals, assets, your investing style and review account types and investments that you can consider.
Step 4
When you've found a financial advisor to partner with, they will open your account and set up your online access.
Fees & Pricing
Investing isn't a one-size-fits-all endeavor. It depends on you - and how you want to invest. Our fees and prices are designed to be flexible for many types of investors.
Get started with Edward Jones Match
Take a quick quiz and be matched with financial advisors best suited to your needs and situation.
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