Our approach to investing

At Edward Jones, we deliver candid guidance and personalized investment strategies to help you plan for and realize the possibilities of your future – for you, your family and future generations.

Partnering with you so you can achieve more

You have a dedicated branch team committed to fully understanding your financial picture before you make any decisions. We’re thoughtful about our approach and how to align your goals with a custom financial strategy, so you can be confident you’re on track for the future you see for yourself.

Setting your path

We use an established 5-step Process to create a better future for you and those around you. It starts with asking, “What’s important to you?” And then we listen – really listen.

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Our investment philosophy

It’s tempting to chase the market, but most successful investors make their money over time, not overnight. We believe in long-term investing with an emphasis on quality and diversification.

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How we make recommendations

Our point of view is simple and steadfast: Stick with quality. If it sounds too good to be true, it probably is. Get a closer look at how we make sure we’re giving you the best investment choices.

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Investment Policy Committee

When you and your financial advisor develop your investment strategy together, you’re backed by all of Edward Jones. This means you have the expertise of our Investment Policy Committee (IPC) behind you.

Meet the Team

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Resources

A woman looks up her financial accounts on a smartphone while reviewing a spread of documents on her desk.

Brokerage Account Options

Explore a range of investment choices with flexibility in how you manage them.

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Edward Jones Guided Solutions®

A hands-on approach to investing with our guidance and tools to help you stay on track.

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Edward Jones Advisory Solutions®

Leave the day-to-day investing decisions to a team dedicated to achieving what's important to you.

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