Last Updated: Dec 22, 2024

Investments & Services

There's an expression we use at Edward Jones: The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it's important to begin developing a plan today. At Edward Jones, we like to look at your individual needs before anything else. Learn about the tools we can offer to help meet your needs below.

Retirement
IRAs and retirement saving plans. For individuals and businesses.
   
Education
Learn about your education savings options and compare different plans.

Investments
Learn the basics of stocks, mutual funds, annuities, and fixed-income investments.

Edward Jones Advisory Solutions
Discover the benefits of an advisory program that offers professional investment selection, portfolio construction, dynamic threshold rebalancing and ongoing review.

Estate Considerations
Access checklists and get answers to frequently asked questions about estates and trusts.
   
Borrowing Solutions
Manage your credit and learn how our borrowing solutions can help.

Saving Solutions
We can help with today's needs as much as your plans for tomorrow.
 
Spending Solutions

Learn about our debit card, credit card, online bill payment and more.

Insurance
Protect yourself with life insurance, long-term care insurance and long-term disability.
   
Trust Management Services
It's never too early to start thinking about the future and security of loved ones. Edward Jones Trust Company can work with you and your tax and legal advisors to develop a strategy best suited for your needs.

Services
We offer quick and convenient online account access, e-delivery, bill payment, downloads to personal financial management software, and more.

Capital Markets
Resources for our investment banking clients - put experience, size and location to work for your organization.

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