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Edit Business | Edward Jones - Financial Advisor: Clark N Osterhout
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Mission Edward Jones is a decidedly different kind of investment firm. Our mission is to help individuals reach their serious, long-term financial goals. Impressum Our Core Principles - We work with individual investors, so we've built our entire business around meeting your needs. Member SIPC. Who Should Invest With Us We know we can't be all things to all investors. And we're OK with that. Edward Jones has a distinct set of guiding principles and investment philosophy. For decades, we've believed in the same basic strategy of buying quality investments that have proved themselves over time. Our financial advisors also meet with you and talk with you regularly to make sure we’re best able to meet your financial needs. If you want to trade options and commodities online, there are plenty of firms and websites that can help you do that. For us, it's about getting to know you and what you want to achieve. Then we'll work together to build a strategy to help you get you there. This is our approach, and we're sticking with it. Most of our clients share some common investing preferences. See if any of these sound like you. You have long-term goals and are willing to follow a disciplined strategy to get there. You want to work with a financial advisor who works with individual investors. You want to have a conversation about retirement or saving for education, not just push a "BUY" button. You value the relationship that can be developed with your local financial advisor. Again, if you're comfortable investing a different way or like a do-it-yourself approach, that's OK. We may not be the firm for you. But if you'd like to know more, here's what to expect from Edward Jones. Products Annuities Fixed Immediate Variable Business Retirement Plans 401(k)s 403(b)s 457(b)s Defined Benefit Profit-sharing SEP IRAs SIMPLE IRAs Education Savings 529 Plans Coverdell Education Savings Accounts Edward Jones Advisory Solutions®1 Edward Jones Income Manager® Account2 Equity Investments Common Stocks Stock Unit Investment Trusts Equity Research Estate Considerations Estates Hotline for Estate-planning Professionals Premium Account Valuation Transfer on Death Trust Services3 Trustee Co-trustee Managing Agent Exchange-traded Funds Financial Calculators Cost Basis Debt Management Education Savings Estate Considerations Insurance Needs Retirement Tax Estimators Fixed-income Investments Bond Unit Investment Trusts Bonds Corporate Government-sponsored Enterprise Mortgage-backed Securities Municipal U.S. Treasury Certificates of Deposit Individual Retirement Accounts Roth IRAs Traditional IRAs Insurance Long-term Care Long-term Disability Permanent Life Term Life Investment Banking Investor Education Programs Managed Account Program®1 Mutual Funds Online Account Access Portfolio and Retirement Plan Reviews Retirement Plan Rollovers and Consolidation Saving, Spending and Borrowing Solutions Check Writing and Debit Cards4 Direct Deposit Edward Jones Flex FundsTM Account Insured Bank Deposit Program5 Mortgages6 Online Bill Payment Personal and Business Credit Cards7 Personal Lines of Credit8 Taxable and Tax-free Money Market Funds Systematic Investing9 Dividend and Income Reinvestment Monthly Investing Program
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