Headquarters Support

At Edward Jones, there are nearly 4,000 headquarters associates with a singular focus – providing the support and tools you’ll need to grow your business and help your clients succeed. At Edward Jones, there is only one profit center – you, the Financial Advisor. So everyone at our headquarters is not managing his or her own revenue streams – each is there supporting you.

Compliance
Ours is a highly regulated and often-changing industry. That is why we provide you access to a team of dedicated Compliance and Registration associates who handle the majority of your compliance and legal responsibilities, freeing you up to spend more time giving advice to clients and building your business.

Research
Research associates provide you with stock recommendations and market information and identify quality investment opportunities. Researching stocks and market trends is complex and not an exact science. We take this work seriously because we know our recommendations can have a direct impact on helping you to help your clients reach their goals. One of our Research department’s core values is "analyst accessibility." Our analysts are available to answer your questions regarding stocks, industries and overall market conditions.

Of course, you are responsible for collecting and analyzing your client's (or potential client's) financial information; analyzing and interpreting the client's investment objectives, investment experience and tolerance for risk, and determining which financial products best meet the client's needs and financial circumstances; identifying investment strategies and potential investments based on your knowledge of market conditions and the client's particular circumstances; and comparing and evaluating possible investment objectives. In performing these duties, you have the backing and support of our home office research specialists and analysts. You also have access to several online tools and services to aid you in selecting the financial products most suitable for your clients.

Marketing
Our associates assist you in improving your marketing strategies and provide you with tools, seminars, literature and programs you can use to market your business locally. They also execute qualitative and quantitative survey research for clients and prospects and give you advice on coordinating events and seminar planning targeted at helping you grow your business.

Branch Services
Branch Services provides fast information, friendly support and reliable solutions. Hundreds of headquarters associates are available via a free phone number to answer your questions, provide you with individual training and help you resolve any client-related issues – all at a moment’s notice.

Operations
Operations associates will partner with you to deliver timely and accurate client information and account processing. They will also answer your calls and communications regarding specific product/process issues and reconcile all account matters on your behalf. Additional Operations support includes:

  • HelpDesk – Answers questions relating to the satellite and computer communications system.
  • Tax Hotline (Jan. 1–April tax deadline) – For you, your full-time assistant, clients and CPA to use during this busy time of year.
  • Retirement Services – For any questions related to retirement investing, investments and services.
  • Retirement Planning Hotline – Available for you and your full-time assistant all year long.
  • Customer Services – Provides support to complement the personal service you provide if a client calls the home office instead of the local branch.

Financial Advisor Home Page
You’ll have your own home page on www.edwardjones.com. Among other things, this page offers a quote list that you can customize with securities of interest to investors in your local community, as well as your picture and contact information.

Banking Services and the Edward Jones Trust Company*
The more financial needs you can meet for your clients, the stronger their relationships with you and Edward Jones. Our Banking Services and Trust Company will partner with you to provide mortgages, loans, credit cards and trust services. When working with the Trust Company, you’ll play an active role in your clients’ asset allocation.

*Trust Services are provided by the Edward Jones Trust Company. Edward Jones Trust Company and Edward Jones are separate subsidiaries of the Jones Financial Companies, L.L.L.P.

Tell A Friend!

Do you know someone who might be interested in an opportunity at Edward Jones?

send a postcard



Why Edward Jones?

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

learn more