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www.edwardjones.comSt. Louis, Missouri, United States
Edward Jones is a US-based financial services firm providing personalized financial guidance through a national network of advisors.
Edward Jones is a US-based financial services firm that delivers personalized financial advice and investment guidance through a nationwide network of financial advisors. The organization serves individuals and families, helping clients pursue their financial goals with clear information, transparent disclosures, and a strong commitment to privacy, security, and responsible stewardship. The firm operates under The Jones Financial Companies, L.L.L.P., with affiliated entities that support trust and other services, reflecting a long-standing, client-focused approach.
Mission statement
To help clients achieve their financial goals through personalized, transparent guidance and secure, trusted service.
Products & Services
Edward Jones Select Account Product
Flexibly manage a variety of investments while gifting options are available.
www.edwardjones.com/us-en/investment-services/account-options/brokerage-account- ✓ Non-retirement Brokerage Account — Utilize Non-retirement Account
- ✓ Investment Choices — Access Diverse Investments
- ✓ Flexible Management — Manage Investments Flexibly
- ✓ Gifting to Minors — Gift Investments to Minors
- ✓ Systematic Investing — Set Up Systematic Investments
Retirement Accounts Product
Choose from various retirement accounts tailored to your financial goals.
www.edwardjones.com/us-en/investment-services/account-options/retirement-accounts- ✓ Guidance to Select Appropriate Accounts — Receive Personalized Guidance
- ✓ Multiple Retirement Account Types — Explore Diverse Account Options
- ✓ Tax-Advantaged Growth — Capitalize on Tax Advantages
- ✓ Flexible Investment Strategies — Adapt Your Investments
- ✓ Emergency Access to Funds — Access Funds If Needed
529 Education Savings Plans Product
Easily save for future education costs with tax benefits and flexible options.
www.edwardjones.com/us-en/investment-services/account-options/529-education-savings- ✓ Tax-Advantaged College Savings — Enjoys Tax-Free Growth
- ✓ Flexible Plan Design — Offers Customizable Saving Strategies
- ✓ State Tax Deductions — Reduces State Tax Burden
- ✓ Wide Investment Options — Diversify Investments
Banking and Lending Product
Conveniently manage your banking, borrowing, and investing in one seamless platform.
www.edwardjones.com/us-en/investment-services/account-options/banking-borrowing-solutions- ✓ Integrated Banking and Borrowing with Investing — Streamlines Financial Management
- ✓ In-house Banking Offering — Provides Tailored Banking Solutions
- ✓ Mobile Check Deposit — Deposit Checks Anywhere
- ✓ Online Bill Pay — Simplifies Bill Payments
- ✓ E-signature — Facilitates Quick Transactions
Online Services Platform
Conveniently manage your financial goals with comprehensive online services.
www.edwardjones.com/us-en/disclosures/account-features-service-terms/online-services- ✓ Online Access and Mobile App — Track Goals Anytime, Anywhere
- ✓ Mobile Check Deposit — Deposit Checks Remotely
- ✓ Electronic Documents and E-Delivery — Reduce Paper Usage
- ✓ Electronic Funds Transfer — Transfer Funds Quickly
- ✓ Online Bill Payment — Pay Bills Online
- ✓ Online Alerts and Messaging — Stay Informed with Alerts
- ✓ Linking Outside Accounts — Connect External Accounts
- ✓ Reserve Line of Credit — Utilize Investment Credit
Portfolio Builder Product
Develop personalized portfolios with effective asset management and patent protection.
www.edwardjones.com/us-en/disclosures/patent-portfolio- ✓ Portfolio Builder Patent — Provides Legal Protection
- ✓ Income Managed Account Patent Pending — Enhances Income Management
- ✓ Portfolio Screener Patent Pending — Facilitates Investment Selection
Portfolio Rebalancer Product
Optimize and maintain your investment portfolio with automated rebalancing.
www.edwardjones.com/us-en/disclosures/patent-portfolio- ✓ Portfolio Rebalancer Patent — Provides Patent Protection
- ✓ Patents Pending in US and Canada — Expands Market Opportunity
All-Star Tax Series Service
Offers essential continuing education for tax and legal professionals through informative webinars.
www.edwardjones.com/us-en/continuing-professional-education-cpa-attorney- ✓ Webinar Delivery — Attend Live Webinars
- ✓ Continuing Education Credits — Earn Professional Credits
- ✓ Course Schedule — Access Diverse Topics
- ✓ Advisor Support — Get Personalized Support
- ✓ Educational Materials — Receive Complimentary Materials
Edward Jones Bank Platform
Offers FDIC-insured banking solutions to enhance financial service delivery.
www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/ilc-application-approval- ✓ FDIC-insured Banking — Ensures Protected Deposits
- ✓ In-house Banking Strategy — Enhances Client Service
- ✓ Online Account Access — Facilitates Easy Account Management
- ✓ Mobile Check Deposit — Offers Convenient Deposit Options
- ✓ Text Messaging Alerts — Keeps Clients Informed
Market Segments
Retail wealth management
Advisory and investment management for individual clients, covering portfolio construction, rebalancing, brokerage accounts and advisor-led financial planning delivered through local advisors and digital channels.
Retirement planning and accounts
Tax-advantaged and taxable retirement account offerings and advisory guidance to plan, save, and manage income in retirement.
Education savings and college planning
Tax-advantaged college savings and gifting options designed to accumulate and manage funds for future education expenses.
Digital banking and deposit services
FDIC-insured banking, deposit, lending and digital account capabilities including mobile check deposit, online account access, e-signature and online bill pay.
Continuing professional education
Webinar-delivered continuing education and training for tax, legal, and finance professionals providing CE/CLE credits and supporting educational materials.
Common Questions
- What does Edward Jones do?
- Edward Jones is a US-based financial services firm that delivers personalized financial advice and investment guidance through a nationwide network of financial advisors. The organization serves individuals and families, helping clients pursue their financial goals with clear information, transparent disclosures, and a strong commitment to privacy, security, and responsible stewardship. The firm operates under The Jones Financial Companies, L.L.L.P., with affiliated entities that support trust and other services, reflecting a long-standing, client-focused approach.
- What is Edward Jones's role in the Retail wealth management market?
- Advisory and investment management for individual clients, covering portfolio construction, rebalancing, brokerage accounts and advisor-led financial planning delivered through local advisors and digital channels.
- What is Edward Jones's role in the Retirement planning and accounts market?
- Tax-advantaged and taxable retirement account offerings and advisory guidance to plan, save, and manage income in retirement.
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