Three offerings. One trusted relationship.
You choose how to work with your financial advisor — because your goals, preferences and comfort level come first. At Edward Jones, we tailor your experience to fit you. There’s no one-size-fits-all approach.
How we work together starts with you. We prioritize getting to know you: your wants, needs and wishes. Then we work together to build a personalized, step-by-step strategy to help you reach those goals. You have choices as to how we bring your strategy to life.
You have choices
It starts with identifying what type of advice and planning you prefer, as well as how you'd like your investments managed. Edward Jones offers a variety of investment options, allowing you to select the appropriate combination based on your preferences, situation and goals.
Tying it all together
We have three offerings, with different combinations of advice and planning and investment management, to give you the right experience at the right time. Talk to your financial advisor to help you decide which may be the right choice for you.
1. Investment guidance
Investment recommendations and education as needed to support your foundational goals through our brokerage account. You decide if and when to adjust your investment strategies based on your unique needs.
2. Strategic advice
A more proactive relationship with access to ongoing account and investment management to help ensure investments are on track to achieve your goals.
3. Financial Planning Plus
Our comprehensive and ongoing signature financial planning experience, with investment advice and planning across your entire financial life.