Edward Jones is a decidedly different kind of investment firm. Our mission is to help individuals reach their serious, long-term financial goals.
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.
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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