Edward Jones

Overall Rating:

Primary business: Financial planning, brokerage for investment and insurance products

Description: Full-service firm with more than 10,000 offices that provide one-on-one planning and brokerage service.

History: Founded in 1922 in St. Louis as a full service brokerage, Edward Jones has grown to cover all regions of the US.

Bottom-Line Good choice if you want face-to-face advice and service in a local branch. Not for onine investors.

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Offer Details

Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered.


Editor's Ratings

Product Offering
Customer Service
Cost

Other Ratings

  • #1 SmartMoney Full Service Broker Survey 2012

Products

Full range of financial planning, investment, insurance and banking products.

Financial Planning
One-on-one financial planning, then execution of plan with investments and insurance
Investments
Full-service brokerage with access to most all investments and annuities
Insurance
Life, long-term care and disability insurance
Lending
Home mortgages, home equity loans, margin loans
Banking + Cash Management
Savings, money market accounts, credit cards

Services

Strengths: One-on-one service from a financial advisor.

Website

Online account review only. No online trading.

Phone

Main contact is financial advisor. General customer service available during business hours.

Branch

Approximately 10,000 branch offices.

Face to Face

Dedicated financial planning and ongoing advice from a financial advisor who will come to you.


Costs

Fees are charged for financial planning, and for brokerage of products for plan.

Initial Plan

Cost of completed plan depends on plan complexity and advisor's rates

Ongoing Plan

Annual fee is charged for financial advisor to monitor and maintain plan

Full-service Brokerage

Fees for transactions made through a financial advisor vary by advisor

Online Trades

No online trading

IRA Cost Estimator

Estimate your yearly trading and account fees with Edward Jones

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