Whatever you need.
We’ve got you covered.

As an Edward Jones financial advisor, you have thousands of experts at our headquarters and Experienced financial advisors locally in your region working for your success – a myriad of potential future leadership opportunities – and, best of all, a Branch Office Administrator.

We call it a branch team for reason.

We know building strong client relationships takes time – a lot of it. And we’re serious about being client centric, that’s why we support you with a branch office administrator (BOA). Either working alongside you in your branch office from day one, or supporting you from our headquarters until your practice meets the criteria for hiring a BOA. When the time comes, we will help you recruit and hire the BOA, pay their salary and benefits, and provide training. The BOA will manage your office and the day-to-day interactions with your clients – giving you the time you need to build and deepen those most-important relationships.

Our spirit of collaboration may surprise you.

Financial Advisors in your region will collaborate – not compete – with you.

Our partnership structure supports a collaborative culture unique in the financial services industry – where financial advisors don’t feel in direct competition with one another. Quite the opposite. You’ll meet several times a year for in-depth discussions on business-building ideas, best practices and practice management. Veteran or rookie, you each run your own practice. No hierarchy here. Just a support network unlike any other. Leveling the playing field. And freeing all advisors to build the career they want.

Your regional leader is there for you.

Your Edward Jones branch is part of a region. And one of your biggest supports is your regional leader – a highly successful, well-respected veteran financial advisor committed to advancing the overall health and growth of the region. You don’t report to your regional leader. If anything, they are accountable to you – and their biggest job is helping you succeed.

6,000 at our headquarters working for your success.

At Edward Jones, our financial advisors are our sole profit center. This means everyone – more than 6,000 associates at our headquarters – does their job with a single-minded focus on your success. They provide the support and tools you’ll need to help clients achieve their financial goals.

Investment Advisory – This team is responsible for our two advisory programs:

Research – Our Equity Research team provides stock recommendations, market information and identifies quality investment opportunities. The team typically follows about 300 companies and provides advice and guidance with thorough reports and interactive tools to help financial advisors build diversified portfolios with stocks.

Edward Jones Wealth & Trust Management Services – Edward Jones financial advisors are the primary point of contact for clients using Edward Jones Trust Company®* services. This continuity of service, along with the support of a dedicated home-office team, represents a major competitive advantage over other firms. The Trust Company adheres to the same focus of serving the needs of long-term investors and is equipped to handle some of our clients’ most complex or unique wealth management needs.

* Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment advisor. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.

Client Consultation Group (CCG) – Our Client Consultation Group (CCG) is a team of professionals within the home office that specializes in the needs of high-net-worth clients. CCG can serve as a sounding board for your ideas and help build on current strategies already in place; however, the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and attorneys.

Learn more about our investment philosophy and the other products and services we offer for clients.

Technology makes it easier for our clients to do business with us. Learn more about how we’re integrating technology into our business model to support our client-first approach.

What are your professional development goals?
You tell us.

Our entrepreneurial business model extends to your professional development. You drive it – we’ll help you get there.

We’re committed to helping you take your practice where you want it to go. It’s a commitment we support throughout your career with a variety of development opportunities – from mentoring, coaching and formal training to leadership roles in your region. It’s development – built around you.

Practice management programs

Our workshops and forums are tailored to varying levels of experience and knowledge. Most are open to experienced financial advisors and their branch office administrators.

Leadership opportunities

Our unique branch-team business model puts every Edward Jones financial advisor in a leadership role – in your branch and in your community. Strong leadership supports growth – of your practice and you – and builds client confidence. As you are running a successful practice, you may choose to take part in optional leadership and support roles that help your region and the firm grow. You might volunteer to mentor a new financial advisor. Test a new technology in your branch. Or lead the way in incorporating goals-based advice in your practice. All are optional – and ready when you are.