Head Office
12555 Manchester Road
Saint Louis, MO 63131
United States
Phone: 314-515-2000
Support
Phone: 800-441-2357 (US client relations)
Phone: 877-370-2627 (Canada client relations)
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About Edward Jones
A trustworthy company that works closely with you to make your financial dreams a reality is Edward Jones. Edward Jones is a financial services entity that provides financial advice to clients in the US and Canada. Headquartered at St Louis, Missouri, it has been named as one of the Fortune 100 best companies to work for- for the 22nd time, and that says a lot for its work ethic and culture. Servicing over 8 million clients in 15,000 locations in the US and Canada, Edward Jones has almost 20,000 financial advisors who help clients manage almost $1 trillion in assets. They are known for providing low risk opportunities to manage your wealth and make your future secure.
Edward Jones offers its clients various options to collaborate to make financial investments. You could choose from customized plans such as select account, guided solutions flex account, guided solutions fund account and advisory solutions fund models depending on the freedom and flexibility you desire to have. With a select account, Edward Jones provides you with a portfolio framework of investment choices such as stocks, bonds, mutual funds ETFs and annuities- and you have the flexibility of building and managing the funds. If you need help and day-to-day management of your portfolio, you could opt for guided solution funds accounts or advisory models.
They also have account options to suit your needs – retirement accounts, brokerage account options, and cash and credit accounts. Edward Jones has a variety of retirement accounts and you can choose one that performs and delivers closest to your financial goals. In the non-retirement range of investments, you could explore gifting a minor an investment through custodial investments or putting your investment on self-managing mode through systematic investments.
At Edward Jones, you can be as dependent or independent as you wish, with regard to wealth strategies and investment options in terms of selection of investment options and managing funds and portfolios on a day-to-day basis. Either you can be completely in charge, with Edward Jones advisors giving you key inputs, or you can depend on them and entrust the management of portfolios and subsequent investments in their able hands.
Your financial advisor would give you a complete understanding of all available investment products such as the stocks available in the market, bonds, CDs and other fixed income investments, mutual funds – with the accompanying benefits and risks, exchange traded funds and unit investment trusts. Once you know the ins and outs of each investment product, you could choose the options closest to delivering your financial goal. If you wish to set up a trust company or invest in estates, you could get complete information about those options too. Edward Jones advisors also provide information about different types of insurance and annuities that will serve you through the challenges of life.
If you are a business owner, you could take the help of an Edward Jones advisor to explore options suited to your situation. If you are a one-person business, you could opt for the 401(K) plan, or if you have a workforce, you could opt for the Simplified Employee Pension IRA (SEP IRA) in which you contribute to your employee’s retirement account and in turn you get a tax benefit by doing so.
Choosing the right financial advisor at Edward Jones is easy. There are three types of services on offer at Edward Jones- Robo Advisors – who are fully online generic providers, personalized online providers and dedicated traditional financial advisors. You will also choose the advisor based on the extent of services you need. You could start by viewing the client relationship summary, advisory brochures and brochure supplements of their advisors and choose the one that seems the best fit for you.
