Edward Jones

Services Offered

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Strategies
• Insurance and Annuities

Cost Range

Edward Jones typically charges based on a fee structure that includes commissions and management fees. The fee can vary depending on the complexity of the financial plan and the types of investments involved. Clients are advised to discuss specific costs during their initial consultation.

Local Tips

• Schedule an appointment in advance to ensure ample time for a personalized consultation.
• Prepare financial documents and a list of goals to maximize the efficiency of your meeting.
• Consider visiting during off-peak hours for a more relaxed experience.

FAQs

What should I bring to my first meeting with an Edward Jones advisor?

It's helpful to bring recent financial statements, a list of assets and liabilities, and any documents related to your financial goals.

How often will I meet with my financial advisor?

The frequency of meetings can be tailored to your needs, but typically, clients meet with their advisor at least once a year to review their financial plan and make adjustments as needed.

Is there a minimum investment required?

Edward Jones does not have a strict minimum investment requirement, but the firm generally works with clients who have investable assets.