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Headquarters Support for Experienced Financial Advisors

Committed to your success

The singular focus of our headquarters is you
At Edward Jones, there is only one profit center - you, the individual Financial Advisor. This means everyone, more than 4,000 associates, at our headquarters are not managing their own revenue streams - they're there to support you, the Financial Advisor. This focus provides the support and tools you'll need to help clients succeed. Our support isn't limited to just the top-performing Financial Advisors. We help everyone, no matter your production level.

Specific dedicated areas include:

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.
  • Managed Account Program® (MAP) - a dual contract separate account program that offers access to professional money managers. Mutual Fund Research selects the separate account strategies in the program, and MAP proposals are driven by the home office and designed by analysts.
  • 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 utilizing 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 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.

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 can 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.

Our technology supports you by keeping client relationships running smoothly
We've made investments in technology for a simple reason: Nothing should get in the way of your client relationship. Our technology makes it easier, more convenient for your clients to do business with us.

Learn more about how we support you

Meet ambitious professionals. Just like you.

Meet a unique group of professionals who all decided to find more autonomy, increased financial rewards and more success.

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Bonuses are always good

It's especially true when you're beginning. You'll have the opportunity for several bonuses during the first few years as you build your practice.

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We like it here. We think you will too.

Edward Jones is consistently ranked as a great place to work. We think our culture has a lot to do with that.

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