Client resource center

Access resources that help you get the most from your relationship with your Edward Jones financial advisor and our firm.

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The path to achieving your goals begins with your relationship with your Edward Jones team and extends to technology solutions and information on topics that matter to you. Use these resources to stay informed and connected to your team on your journey to reach your goals.

Online Access and account features

Get the digital tools you need to help you stay connected to your accounts, goals and Edward Jones team wherever you go. 

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Tax resources and client statements

Taxes aren’t just for tax season. These resources can help you year-round to make more informed, tax-smart decisions.

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Edward Jones Perspective newsletter

Stay informed and on track to reach your goals with our monthly investing newsletter. Get actionable tips and timely insights rooted in our financial guidance, delivered right to your inbox!

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Contacting us in an emergency

Edward Jones thoroughly plans and prepares for emergency situations, such as natural disasters, power outages and other business disruptions. If a situation like this occurs and you're unable to reach your local branch team, use these resources for assistance.

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Get Matched with Advisors Near You

Take two minutes to help us understand your needs and goals and match with financial advisors personalized for you.

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Search By Location

Edward Jones has offices in communities across the country. Find financial advisors near you or explore financial advisors by state.

Search By Name

Looking for a specific financial advisor? Browse by name - first, last or both.

Not sure how to work with a financial advisor? Get a better understanding of your different financial goals and how a financial advisor can work with you to meet them with our Starting Point Quiz.

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Investment account options

The accounts you need to make certain financial goals a reality, including retirement, education and more.

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Guidance and perspectives

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.

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