High tech?
High touch?
Yes and yes.

In today’s market, clients face extreme choices – go with a robo-advisor service that lacks the human touch or with a financial advisor who may lack cutting-edge technology. At Edward Jones, our clients benefit from both – a close relationship with a trusted financial advisor – and the latest data-analysis tools. As an Edward Jones financial advisor, you will enjoy innovative systems that offer:

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  Efficiency

  An integrated tool suite automatically updates in multiple systems, saving time and reducing duplicate efforts.

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  Analytics

  Business goal-planning tools provide analysis to develop effective client-creation strategies.

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  Accessibility

  Mobile and remote system access allows you to work from anywhere.

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  Continued learning

  A desktop eLearning system provides access to new practice management skills.

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  Connectivity

  Social media and electronic marketing tools enable you to connect with clients and prospects.

We continually invest in our technology tools to enhance the experience we know clients want – to be informed, understood, in control and secure.

We built our digital client experience around easy-to-use client tools such as portals, mobile app, e-signature capabilities, progress-tracking, texting and other digital communications channels. Designed from a client-first perspective, these tools help clients go beyond portfolio balancing to tackling issues like personalization, fundamental investment trade-offs and goal management. Putting them in control so they can manage their financial lives with confidence.