At a Glance

A lot has changed since 1922. But our unique business model is built to last.

Momentum trading? No thanks. Financial engineering? Pass. Hedging? Shorting? Options? Not on our watch.

Since our founding, we’ve taken a long-term view of success by focusing on clients’ needs, not firm goals or production quotas – because we know longstanding success isn’t built on short-term thinking. As we evolve to provide goals-based advice – partnering with our clients across the arc of their lives – our client-centric business model is steady but in no way static. Supported by the analytical depth, integrated technologies and vast resources of our home-office, our business model not only supports change – it fuels it.

Forward thinking. Industry leading. Technologically advanced. And focused on the individual.

“At Edward Jones, I bring in the clients that I want to work with, and who want to grow their futures their way. I help them achieve their goals.  With this type of freedom, I know I can be successful here.”

Jennifer Mackie, Financial Advisor

Moved her practice to Edward Jones in 2018

Built differently.
Built client first.

One focus. Plus zero competing interests. Equals one unique business model.

Always client first. Never product driven.

Technology complements – never replaces – your trusted guidance.

Work hard. Get rewarded. It’s that simple.

Collaboration – not competition – defines our culture.

Advisor Culture Survey by Edward JoNes


Financial-advisory firms who view “culture” as little more than a warm and fuzzy feature of company life do so at their peril.

Indeed, culture matters greatly to advisors, according to the annual AdvisorHub Industry Culture Survey, sponsored by Edward Jones.

The study – which was conducted from mid-August to mid-September – surveyed advisors across a wide swath of firm types. RIA firms (19%), wirehouses (16%) and independent hybrid firms (9%) account for nearly half (44%) of advisor firms involved in the survey. In addition, national/regional broker-dealers (23%) and independent broker dealers (20%) account for nearly half of the remaining firms.