# Edward Jones
*Also known as Edward Jones*

- Website: https://www.edwardjones.com
- Location: St. Louis, Missouri, United States
- Agent profile: https://directory.haycion.ai/agents/edwardjones-com

> 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:** To help clients achieve their financial goals through personalized, transparent guidance and secure, trusted service.

## Products & Services

### [Edward Jones Select Account](https://www.edwardjones.com/us-en/investment-services/account-options/brokerage-account)
*Product*
Flexibly manage a variety of investments while gifting options are available.

- **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](https://www.edwardjones.com/us-en/investment-services/account-options/retirement-accounts)
*Product*
Choose from various retirement accounts tailored to your financial goals.

- **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](https://www.edwardjones.com/us-en/investment-services/account-options/529-education-savings)
*Product*
Easily save for future education costs with tax benefits and flexible options.

- **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](https://www.edwardjones.com/us-en/investment-services/account-options/banking-borrowing-solutions)
*Product*
Conveniently manage your banking, borrowing, and investing in one seamless platform.

- **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](https://www.edwardjones.com/us-en/disclosures/account-features-service-terms/online-services)
*Platform*
Conveniently manage your financial goals with comprehensive 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](https://www.edwardjones.com/us-en/disclosures/patent-portfolio)
*Product*
Develop personalized portfolios with effective asset management and patent protection.

- **Portfolio Builder Patent** — Provides Legal Protection
- **Income Managed Account Patent Pending** — Enhances Income Management
- **Portfolio Screener Patent Pending** — Facilitates Investment Selection

### [Portfolio Rebalancer](https://www.edwardjones.com/us-en/disclosures/patent-portfolio)
*Product*
Optimize and maintain your investment portfolio with automated rebalancing.

- **Portfolio Rebalancer Patent** — Provides Patent Protection
- **Patents Pending in US and Canada** — Expands Market Opportunity

### [All-Star Tax Series](https://www.edwardjones.com/us-en/continuing-professional-education-cpa-attorney)
*Service*
Offers essential continuing education for tax and legal professionals through informative webinars.

- **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](https://www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/ilc-application-approval)
*Platform*
Offers FDIC-insured banking solutions to enhance financial service delivery.

- **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.