Edward Jones Customer Service Phone Number is 314-515-2000 & 800-441-2357 (US client relations) & 877-370-2627 (Canada client relations), and email id is NA, and the head office address is 12555 Manchester Road Saint Louis, MO 63131 United States. Read more about the company overview, social profiles & website link details.
Edward Jones is a reliable organization that is committed to assisting you in turning your financial goals into reality through close collaboration. Edward Jones is a financial services company that offers clients in the United States and Canada guidance and recommendations regarding their financial situations. It has been recognized as one of the Fortune 100 best companies to work for – for the 22nd time, which is a testament to the company’s strong work ethic and culture.
The company’s headquarters are located in St. Louis, Missouri. Edward Jones employs around 20,000 financial advisers and serves over 8 million customers across 15,000 locations in the United States and Canada. These advisors assist customers to manage about one trillion dollars’ worth of assets for their clients. They are well-known for offering chances to manage your wealth and provide a secure future with a low level of associated risk.
Edward Jones Customer Service
Phone Number: 314-515-2000 & 800-441-2357 (US client relations) & 877-370-2627 (Canada client relations)
Email Id: Not Available
Office Address: 12555 Manchester Road Saint Louis, MO 63131 United States
Telephone Number: Not Available
Fax Number: Not Available
Edward Jones gives its customers a number of different opportunities to work together on their financial investments. Depending on the amount of independence and adaptability you want to have, you have the option of selecting bespoke plans such as select account, guided solutions flex account, guided solutions fund account, and advisory solutions fund model options.
You have the ability to develop and manage the funds in your Edward Jones choose the account, and the company will give you a portfolio framework consisting of several investment options like stocks, bonds, mutual funds, ETFs, and annuities to choose from. You have the option of using guided solution funds accounts or advice models if you require assistance with the management of your portfolio on a day-to-day basis.
They also offer a variety of account alternatives that can be tailored to your preferences, including retirement accounts, possibilities for brokerage accounts, as well as cash and credit accounts. You can choose the retirement account at Edward Jones that performs and delivers the services that get the closest to meeting your monetary objectives from among the firm’s many available options. Custodial investments allow you to give a minor the gift of an investment, while systematic investments enable you to set your investment on autopilot so that it can be managed by itself. Both of these options fall under the category of non-retirement investments.
When it comes to wealth strategies and investment alternatives, you have the option at Edward Jones to be as dependent or as independent as you see fit. This applies to both the selection of investment options as well as the day-to-day management of funds and portfolios. Either you can take full responsibility for the administration of your portfolios and subsequent investments while relying on the expertise of Edward Jones advisors, or you can depend on them and entrust the management of your portfolios and subsequent investments to their care.
Your financial advisor will provide you with a comprehensive understanding of all investment products that are currently available, such as the stocks that are currently on the market, bonds, CDs, and other fixed-income investments, and mutual funds – along with the benefits and risks that accompany them – exchange-traded funds, and unit investment trusts. After being familiar with the specifics of each investment product, you will be able to select the opportunities that bring you the closest to achieving your desired level of financial success.
You will also be able to obtain comprehensive information regarding other investment opportunities, such as the establishment of a trusted business or the purchase of estates. The financial advisors at Edward Jones can also provide information about the many different kinds of insurance and annuities available to clients so that they can better weather the storms of life.
If you are the owner of a company, you might want to seek the assistance of an Edward Jones advisor so that you can investigate several possibilities that are tailored to your circumstances. You have the option of selecting the 401(K) plan if you are a sole proprietor, or you can select the Simplified Employee Pension IRA (SEP IRA) if you have staff members working for you. With the SEP IRA, you make contributions to the retirement accounts of your staff members, and in exchange, you receive a tax benefit.
At Edward Jones, it is simple to select the ideal financial advisor for your needs. At Edward Jones, clients have the option of utilizing one of three distinct forms of advisory services: traditional financial advisors, personalized online advisory services, or entirely online generic advisory services provided by Robo Advisors.
The scope of the services that you require will also go into your decision regarding the advisor. You may begin by studying the client relationship summaries, advice brochures, and brochure supplements of their advisers and selecting the one that seems to be the greatest fit for you based on the information presented in those materials.
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