Why Us?

Edward Jones, a Fortune 500 firm, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm has 16,000-plus financial advisors who care for more than 7 million clients with more than $1 trillion in assets under care. Personal service to the individual is of utmost importance. The branch-office business model allows financial advisors to discuss individual investment needs on a one-on-one basis and partner with clients for the long term to help keep them on track toward their goals. Today, 70% of the branch offices are in metropolitan areas. The firm’s investment philosophy – investing for the long-term in quality investments aligned with goals and risk tolerance – appeals to serious, long-term individual investors.

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