Our Core Principles
Edward Jones is guided by a set of unique principles that have shaped every part of our business. You'll see this in everything from how we build client relationships to the investments and strategies we recommend. In a world of point-and-click solutions, our approach may not be right for everyone. But we've learned through decades of experience that it's a way of helping you succeed.

Focus on You – We focus on one client, the long-term individual investor. All aspects of our business support this. Everything we do is aligned to help us better understand and meet your unique needs.

We like to work with clients who share our long-term view of investing. Rome wasn't built in a day, and neither is a solid investment strategy. We'll help you define your goals and make steady progress toward them over time. So whether you have $500 to invest each month or more than $2 million to transfer in, our financial advisors will work with you to develop an appropriate strategy. We value every investor.

Long-term Investment Philosophy – Our philosophy emphasizes quality and diversification. We strive to avoid investments that we believe are confusing or likely to disappoint investors.

Our investment philosophy is based on a set of trade-offs. We have clear guidelines around what we do and don't recommend. We believe focusing on quality investments, diversifying them and maintaining long-term perspective are keys to reaching your goals. All three of these elements work together; it's not enough to follow one or two. This approach should help reduce major disappointments along the way. Your financial advisor will work with you to make sure this philosophy is the foundation of your investment strategy.

Relationships Are Key – Our financial advisors want to meet with you to understand why you're investing. Our offices are welcoming, accessible and located near where you live and work.

At Edward Jones, we prefer to meet or talk with you regularly to maintain a personal relationship. We listen when you talk,