Financial Planning
For 100 years, Edward Jones has worked to create a better future for our clients and their families and communities, one relationship at a time. Our advice is based on a disciplined, established process that centers on our clients, who are individual investors, and the goals they’re trying to achieve.
Each client benefits from a personalized relationship with their financial advisor, who is supported by the resources of a Fortune 500 firm. Every aspect of the firm’s business — from the types of products and services we offer to the locations of our branch offices — is designed to cater to individual investors in the communities in which they live and work. This business model has helped fuel remarkable growth for the firm and helped clients realize the possibilities for their futures. With more than 15,000 locations in North America, Edward Jones has more branch offices throughout the United States than any other brokerage firm in the country. Annual revenue has grown from $16 million in 1977 to more than $12.3 billion today. We employ 52,000 people, including 19,000 financial advisors serving more than 8 million clients.
The firm’s investment philosophy — investing for the long term in quality investments aligned with our clients’ goals and risk tolerance —appeals to clients who value clear and straightforward guidance as they work toward long-term goals. Our branch-office business model allows financial advisors to discuss personalized strategies with each individual client, with the goal of developing lasting relationships to help keep them on track toward their goals.