Last Updated: Jul 21, 2024

Our Business Philosophy

At Edward Jones, we are committed to a long-term investment philosophy that emphasizes quality and diversification. We serve individual investors who are interested in proven investing strategies instead of the latest fads. Our clients aren’t interested in gambling with their money and would rather interact with a trusted professional (an Edward Jones Financial Advisor) instead of a call centre or website. Here, we believe in a simple philosophy: The best way to provide personal, individualized investment advice and services to our clients is to meet with them one-on-one, face to face, to build lasting relationships. We do business this way because years of experience have convinced us it’s the best way to help our clients achieve their goals.



What our clients can expect:

  • A consultative, individualized approach to addressing their financial needs, including education savings, retirement planning and insurance needs
  • Individualized investment recommendations focused on a diversified mix of stocks, fixed-income investments, mutual funds and annuities, managed account programs
  • Personalized attention and prompt answers to financial questions and concerns
  • Face-to-face meetings, if that is their preference
  • A conveniently located branch office
  • Regular meetings at least annually to review their portfolio and discuss changes in life goals
  • Clear, complete explanations of investments and recommendations
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