- Financial & Investment Services
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, our over 19,000 financial advisors are located in the communities where our clients live and work – because that's the best way to get to know them and help them reach their financial goals.
We offer investments services that align with our philosophy of diversifying quality investments and holding them for the long-term. These investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions. While this list may sound similar to what other financial service firms offer, we believe our process of assessing your needs, developing goals, implementing solutions and regularly reviewing your portfolio makes us more equipped to help you plan for financial future.