Edward Jones Client Consultation Team

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One of those many resources at our headquarters is a team of professionals with deep expertise and extensive experience in specialized areas – including accountants, lawyers, certified financial planners and chartered financial analysts. These professionals, our Client Consultation Team (CCT), will partner with you and your accountant, lawyer and financial advisor to address your complicated and unique situations.

The CCT knows that many decisions can have tax and legal implications or affect other areas of your financial life. These experts can help make your conversations with your other professionals, such as your accountant and lawyer, more effective by providing guidance on key issues.

For investors with more complex financial needs and who meet certain prerequisites, the CCT can help identify tailored strategies that may move you closer to your goals.

Working in partnership

If you are an investor with complex needs, the CCT can work in partnership with your local financial advisor to provide:
  • Consideration of the effect a decision might have on your situation.
  • An objective perspective without having to go beyond Edward Jones and at no additional cost.
  • A basis for discussion with your professional team of advisors, including your accountant and lawyer.


The Client Consultation Team can provide insight into: 

  • Business owner concerns – Business sale/transition and succession planning.
  • Estate considerations – Estate preservation and distribution strategies.
  • Professional corporations – Using your corporation to fund your retirement.
  • Philanthropic endeavours –Furthering your charitable interests.
  • Retirement strategies – Identifying opportunities and projecting cash flow.

We can help

Contact your local Edward Jones advisor to learn more about the CCT and whether it can help you.

Important Information

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult a qualified tax specialist or lawyer for professional advice regarding your specific situation.

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