6,000 at our headquarters working for your success.
At Edward Jones, our financial advisors are our sole profit center. This means everyone – more than 6,000 associates at our headquarters – does their job with a single-minded focus on your success. They provide the support and tools you’ll need to help clients achieve their financial goals.
Investment Advisory – This team is responsible for our two advisory programs:
Advisory Solutions® – mutual fund and exchange-traded fund advisory program with Unified Managed Account (UMA) model options. This offers clients a customized, comprehensive approach to investment management, including asset allocation, professional investment selection, dynamic threshold rebalancing, detailed performance reporting and tax-efficient management in our UMA models.
Guided Solutions® is a client-directed advisory program where financial advisors work with clients to build a portfolio that is aligned within the Investment Policy Committee (IPC) guidance. Guided Solutions is appropriate for clients who want to retain the final decision making over the investments in their portfolio. Clients can choose from two options: Fund Account or Flex Account. For both options, clients will pay an ongoing fee based on the value of assets in the program.
Research – Our Equity Research team provides stock recommendations, market information and identifies quality investment opportunities. The team typically follows about 300 companies and provides advice and guidance with thorough reports and interactive tools to help financial advisors build diversified portfolios with stocks.
Edward Jones Wealth & Trust Management Services – Edward Jones financial advisors are the primary point of contact for clients using Edward Jones Trust Company®* services. This continuity of service, along with the support of a dedicated home-office team, represents a major competitive advantage over other firms. The Trust Company adheres to the same focus of serving the needs of long-term investors and is equipped to handle some of our clients’ most complex or unique wealth management needs.
* Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment advisor. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.
Client Consultation Group (CCG) – Our Client Consultation Group (CCG) is a team of professionals within the home office that specializes in the needs of high-net-worth clients. CCG can serve as a sounding board for your ideas and help build on current strategies already in place; however, the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and attorneys.
Learn more about our investment philosophy and the other products and services we offer for clients.
Technology makes it easier for our clients to do business with us. Learn more about how we’re integrating technology into our business model to support our client-first approach.