Client Consultation Group

This team provides specialized support in complex situations that can result in tax or legal implications.

A specialized team for complex situations

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. One of those many resources is a team with expertise 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.

  Clients are surrounded by a team of professionals with experience serving investors: a financial advisor, branch office administrator, and more.

The Client Consultation Group knows 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.

Edward Jones Client Consultation Group Wealth Strategists may utilize a professional designation. Edward Jones is not affiliated with any of the sponsoring firms of such professional designations and the use or attainment of a particular professional designation in no way implies that either Edward Jones or its associates provide financial planning services or investment advisory services.