Approaching Your Needs Together


Before we can develop an investment strategy for you, we get to know you. Why are you investing? What do you want to do? This is your financial future. It shouldn't be left to chance or some off-the-shelf plan.

The approach we work through together should be as individual as you are. When you partner with an Edward Jones advisor we follow an established process that starts with asking, "What's important to you?" And then we listen. Really listen.

After we understand what's important to you and why, together we build a strategy tailored just for you based on your financial needs.

To work toward achieving your goals

By working through the Edward Jones 5-step Asset Management Process with you, your local financial advisor can:

  • Help assess your tolerance for risk.
  • Create a quantifiable, actionable financial goal based on what's important to you.
  • Recommend investments and strategies that support and align with your goals.

Learn more about how engaging in each step can move you closer toward achieving your financial goals.

Putting your team in place

We believe that when it comes to financial matters, the value of professional advice cannot be overestimated. Depending on what's important to you and the strategies you put into place, it may make sense to bring your legal and tax professionals into this process. Your financial advisor will work in partnership with the other key members of your team – like your CPA or attorney, and the 5,500 associates at our home office – as needed to help achieve your success.

How we can help

Starting this process is as simple as answering a few questions to help determine what's important to you. Get started today by contacting your local Edward Jones advisor.

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