Edward Jones

Edward Jones is a financial services firm that connects clients with personal financial advisors across the United States. Its website describes more than 20,000 advisors working nationwide. The firm centres its approach on one-to-one relationships, starting from what each client wants to achieve.

What Edward Jones offers

• Financial advice — working with an advisor to build a plan around personal goals.
• Retirement planning — help with staying on track towards retirement.
• Investment strategies — guidance on investing suited to the individual's situation.
• Education savings — help choosing between options for funding education.
• Short-term saving — strategies for reaching near-term goals on a budget.
• Advisor matching — a tool that pairs people with advisors based on their needs.

Who it works with

Individuals and families, and employers and business owners, who receive their own guidance pages.

Key facts

• Based in: United States
• Advisors: more than 20,000 nationwide
• Language of the site: English
• Approach: one-on-one advice and an established planning process