What you can expect as a client

Investing isn't just about creating wealth. It's about making your money work for you so you can live your life on your terms and build a brighter future for yourself and your loved ones. Our single focus is helping you achieve what's most important to you.

 Two business women walking

The Edward Jones advantage

Your financial goals are unique, and we help identify and define them so you can turn your ideal future into a reality. That's why you'll build personal connections with your financial advisor throughout your partnership. You'll also have tools to help show where you stand in your financial journey.

Teams as invested in your goals as you

Personalized service means having a financial advisor who understands you and what you're trying to achieve, and helps to create a unique plan for success based on your needs and circumstances.

Meet the Team
 An Edward Jones client wraps up a meeting with a dedicated team that gave him personalized service.

Tools to support your goals

Whether you want to text with your team or track your goals on the go, any help you seek is always in the palm of your hand.

Explore Tools
 An Edward Jones client utilizes a financial tool on a mobile app to track her goals on the go.

More resources

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More
A couple laughing with their financial advisor

Learn about the benefits of working with a financial advisor

Regardless of your age or net worth, it's always the right time to think about your finances. The right financial advisor can help

Learn More