Our approach to investing

At Edward Jones, we deliver candid guidance and personalized investment strategies to help you plan for and realize the possibilities of your future – for you, your family and future generations.

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Partnering with you so you can achieve more

You have a dedicated branch team committed to fully understanding your financial picture before you make any decisions. We’re thoughtful about our approach and how to align your goals with a custom financial strategy, so you can be confident you’re on track for the future you see for yourself.

Setting your path

We use an established five-step process to create a better future for you and those around you. It starts with asking, “What’s important to you?” Then we listen – really listen.

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Our investment philosophy

It’s tempting to chase the market, but most successful investors make their money over time, not overnight. We believe in long-term investing with an emphasis on quality and diversification.

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Investment Policy Committee

When you and your financial advisor develop your investment strategy together, you’re backed by all of Edward Jones. This means you have the expertise of our Investment Policy Committee (IPC) behind you.

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Starting an investment portfolio

Building an investment portfolio can feel overwhelming. Working with someone you trust and focusing on a defined set of steps, centered around what you're trying to achieve, can make the process much easier and personalized to you.

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Helping you select investments

Our point of view is simple and steadfast: Stick with quality. If an investment sounds too good to be true, it probably is. Get a closer look at how we make sure we’re giving you the best investment choices.

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Account options

The accounts you need to make your financial goals a reality, including retirement, education and more.

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Wealth strategies

Explore how we can help you build and protect your family’s wealth.

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Client Consultation Group

This team identifies strategies to help investors with complex financial needs move closer to their goals.

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