Find a Financial Advisor

Why work with a financial advisor?

To help meet your goals

Investors who start saving sooner are more likely to achieve their financial goals.1

To prepare for the unexpected

84% of those working with a financial advisor said doing so gave them a greater sense of financial comfort during the pandemic.2

To plan for the future with confidence

The savings decisions you make now can impact your future finances. Build strong habits now, so you can enjoy every bit of tomorrow. 3

What is the process for partnering with a financial advisor?

  1. Step 1

    Research and browse our financial advisors using any of our search tools.

  2. Step 2

    When you find a financial advisor you'd like to work with, share your contact information via their profile page. They'll reach out to set up a complimentary consultation.

  3. Step 3

    Meet with financial advisor virtually or in person to decide if they're the right match for your needs. You'll discuss your goals, assets, your investing style and review account types and investments that you can consider.

  4. Step 4

    When you've found a financial advisor to partner with, they will open your account and set up your online access.

Fees & Pricing

Investing isn't a one-size-fits-all endeavor. It depends on you - and how you want to invest. Our fees and prices are designed to be flexible for many types of investors.

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New Client Resources

Our digital tools and resources are designed to help you stay connected and informed every step of the way. Here are just a few:

An Edward Jones client uses the retirement calculator to plan her financial future.

Retirement calculator: Are you saving enough?

Use our retirement calculator to make sure you’re saving enough for your retirement.

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Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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On-demand Edward Jones webinars

Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.

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Get started with Edward Jones Match

Take a quick quiz and be matched with financial advisors best suited to your needs and situation.

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  1. Edward Jones - Four Investment Strategies to Put Time on Your Side.
  2. Edward Jones - In COVID-19 Crisis, Older Americans Are More Resilient Than Younger Generations, Edward Jones and Age Wave Research Finds,
  3. Edward Jones - In Your 20s Start Down the Right Financial Path