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Complex client
needs? Bring it on.

“My team builds on a client’s relationship with their financial advisor to deliver customized solutions for complex situations.”

Professional man meeting with a couple in the office.

With our wealth of specialty offerings, you can be confident in your ability to deliver customized solutions to meet the complex needs of any investor.

Resources likes our Client Consultation Group (CCG) specialize in high-net-worth clients with complex needs. This team of wealth strategists at our headquarters can serve as a sounding board for your ideas and help build on current strategies already in place. But the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and attorneys, who are part of the client team.

Some common topics CCG can help with include:

Income and cash-flow needs
Business succession
Executive compensation
Estate and legacy considerations
Protection

The Portfolio Consultation Group (PCG) Establish partnerships with FAs to develop and implement customized portfolio solutions and investment strategies, in alignment with firm advice and guidance, that meet the needs of Advisory Solutions clients and deliver an improved personalized client experience. PCG has extensive knowledge of our Advisory Solutions Programs and is available to support branch teams with client-specific cases involving:

Asset transitions
Investment advice
Custom model portfolio construction

Edward Jones Advisory Solutions®

As the second-largest mutual fund advisory platform in the industry*, our advisory programs help you meet clients’ individual needs.

These Mutual Fund and Exchange-traded Fund (ETF) advisory programs with Unified Managed Account (UMA) model options offer clients a customized, comprehensive approach to investment management, including asset allocation, professional investment selection, dynamic threshold rebalancing, detailed performance reporting and tax-efficient management in our UMA models.

Edward Jones Guided Solutions®

These multi-product, client-directed advisory programs, guided by Edward Jones investment diagnostics and philosophy, offer clients a hands-on, customized, comprehensive approach to investment management, including asset allocation, threshold monitoring and detailed performance reporting.

Financial Advisor Managed Solutions™ Clients enrolling in this program will give their FA investment discretion to manage their account – meaning investment and trading decisions will be made by the FA without obtaining the client’s prior approval and the FA will decide what changes to make on the client’s behalf. However, clients and prospects will still be responsible for working with their FA to select their Goal Portfolio Objective and Account Portfolio Objective.

Edward Jones Wealth & Trust Management Services

Our financial advisors are the primary point of contact for clients using Edward Jones Trust Company®** services. This continuity of service, supported by a dedicated headquarters team, represents a major competitive advantage. And just as there is continuity of service for our clients, there is continuity in our investment philosophy. The Trust Company adheres to the same focus of serving the needs of long-term investors through quality investments and diversification. And it is equipped to handle some of our clients’ most complex and unique asset management needs.

Edward Jones Trust Company can serve on most trusts including:

Living trusts
Testamentary trusts
Special needs trusts
Charitable remainder trusts

Product Offerings

Annuities

Variable
Fixed
Immediate

Employer Retirement Plans

Defined Contribution
Defined Benefit
Profit-sharing
SEP IRAs
SIMPLE IRAs

Education Savings

529 Plans

Equity Investments

Common Stocks

Exchange-traded Funds

Fixed-income Investments

Bonds

Corporate Debt Securities
US Treasury Securities
US Agencies Securities
Municipal Bonds

Certificates of Deposit (CDs)
Unit Investment Trusts

Individual Retirement Accounts (IRAs)

Roth IRAs
Traditional IRAs

Insurance

Life Insurance
Long-term Care Insurance (LTC)
Hybrid Life/LTC Insurance
Disability Income Insurance

Money Market Funds

Mutual Funds

Tools

Estate Considerations
Financial Calculators
Investor Education Programs
Online Account Access
Plan Reviews
Portfolio and Retirement Research

Equities
Exchange-traded Funds
Fixed Income
Mutual Funds

Retirement Plans
Rollovers and Consolidation
Saving, Spending and Borrowing Solutions
Systematic Investing

Services

Client Consultation Group (CCG)
Edward Jones Advisory Solutions®
Edward Jones Guided Solutions®
Trust and Asset Management Services.

*Cerulli Associates Top-40 Mutual Fund Advisory Programs, 2018

**Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment advisor. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.

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Copyright © 2023 Edward Jones.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate on the basis of race, color, sex (including sexual orientation, gender identity and pregnancy), religion, national origin, age, disability, veteran status, genetic information, citizenship status or any other basis prohibited by applicable federal, state, provincial, or local law in employment decisions such as hiring, compensation, benefits, transfers, promotions, leaves, training, performance expectations, development opportunities, and corrective action. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with applicable federal, state, or local law, including but not limited to the St. Louis “Ban the Box” law, the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring and the New York City Fair Chance Act.

Edward Jones is committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at hqfeedback@edwardjones.com.

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Complex client
needs? Bring it on.

With our wealth of specialty offerings, you can be confident in your ability to deliver customized solutions to meet the complex needs of any investor.

Edward Jones Advisory Solutions®

Edward Jones Guided Solutions®

Edward Jones Wealth & Trust Management Services

Product Offerings

Annuities

Employer Retirement Plans

Education Savings

Equity Investments

Exchange-traded Funds

Fixed-income Investments

Individual Retirement Accounts (IRAs)

Insurance

Money Market Funds

Mutual Funds

Tools

Services

Search Jobs by Keyword:

Search Site:

Complex client needs? Bring it on.

With our wealth of specialty offerings, you can be confident in your ability to deliver customized solutions to meet the complex needs of any investor.

Edward Jones Advisory Solutions®

Edward Jones Guided Solutions®

Edward Jones Wealth & Trust Management Services

Product Offerings

Annuities

Employer Retirement Plans

Education Savings

Equity Investments

Exchange-traded Funds

Fixed-income Investments

Individual Retirement Accounts (IRAs)

Insurance

Money Market Funds

Mutual Funds

Tools

Services

Important Information

Search Jobs by Keyword:

Search Site:

Complex client
needs? Bring it on.