Product & Service Offerings

All aspects of running your business – from the location of your office to the investments and services you offer – are aligned to help you better understand and serve every client’s unique needs.

We Believe in Looking at the Long Term
At Edward Jones, there are no proprietary products to sell. We are committed to a long-term philosophy that emphasizes quality and diversification. Here you will be focused on one client, the serious, long-term individual investor. Our clients aren’t interested in the latest fads or in gambling with their money and would rather interact with an actual person instead of a call center or a Web site.

We believe that building long-term relationships with our clients is key to serving their needs. Whether it’s in the United States, or through our affiliates in Canada or the United Kingdom, we’re located in the communities where investors live and work. We believe that’s the best way to get to know them and provide the investments and advice they need to help them work toward their financial goals.

Well-positioned for Success
As a firm serving individual investors exclusively, we are well-positioned to help the 77 million individuals – the baby boom generation – heading toward retirement. At Edward Jones, you will give advice to clients in long-term investing strategies, including:

Retirement

IRAs and retirement saving plans for individuals and businesses

Education

529 Plans Save and invest on a tax-advantaged basis in order to fund future college and graduate school expenses of a child or other beneficiary.
Coverdell Education Savings Accounts Perfect for individuals within the income limits who want to set aside dollars on a tax-advantaged basis for education expenses.
Custodial Accounts Ideal for investors wishing to make a gift, in the form of securities or cash, to a minor.

Estate Planning Considerations & Trust Services

Full range of financial services for a client’s estate-planning considerations and trust needs

* Edward Jones Financial Advisors are not estate planners and cannot provide tax or legal advice. The Trust and/or investment advisory services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co. L.P. ("Edward Jones"), a registered broker-dealer.

From checking and saving options to how clients manage their credit and everyday spending to home financing solutions

* Financing is provided by Edward Jones Mortgage, LLC, an affiliate of Edward Jones.

Insurance

Helping clients protect themselves with life insurance, long-term care insurance, long-term disability and Medicare supplements

The Conviction to Say No
Oftentimes our investment philosophy is characterized by what we won’t do as much as by what we will do. We are not afraid to say no to the following if it means helping our clients develop a strategy for financial security:

Penny Stocks

Instead of gambling with these high-risk vehicles, our goal is to invest in quality investments and hold them for the long term.

Young, Unproven Companies

Stable companies with proven track records are the ones we feel most confident recommending to our clients.

Timing the Market

We feel that trying to time the market to make a fast buck is gambling, not investing.

Online Trading

We want our clients to invest, not trade. In too many cases, online trading encourages frequent trading and rash decision making. It’s been proved to us time and again that a long-term investment strategy is one of the soundest ways to help clients work toward their financial goals.

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Why Edward Jones?

If you think Edward Jones is like every other large investment firm, think again.

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