Edward Jones

Financial Planning, Investing

Edward Jones southwest Missouri
Photo by Lynette Blecha Photography


Multiple 417-land locations:
Marshfield, Ozark, Bolivar, Nixa, Republic, Rogersville, Aurora, Monett, Branson, Branson West, Hollister, WIllard
Springfield, MO
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About Edward Jones

Since 1922, Edward Jones has built their Fortune 500 company around the promise of putting clients first.

With over 13,000 offices in both Canada and the United States, Edward Jones offers plenty of big company benefits. These include investment research, online account access, advanced technology, easy to understand statements and more. Still, this company grew big by not acting big and that same attitude continues today. There are no 800-numbers with endless hold times. Local offices mean local phone numbers. It means flesh-and-blood financial advisors who have access to all of the Edward Jones’ sophisticated technology and resources. 

Edward Jones’ financial advisors are more like personal advocates. Financial partners. This relationship is what makes Edward Jones different from everyone else. Their financial advisors know the names of every client. They discover why a person is investing, not simply what they’re investing. They take time to understand a person’s comfort level when it comes to risk. They not only learn a client’s financial goals, but monitor progress to make sure clients stay on track with those goals. If things go off course, personal financial advisors have the answers to get back on track. Edward Jones financial advisors also understand office hours aren’t convenient for everyone. They arrange meetings at times that are convenient for the client. 

Investing can seem complicated and even overwhelming. Terms like asset allocation, annuities, expense ratio, index funds, mutual funds and prospectus can sound intimidating. This is just another reason a personal financial advisor is so important. They explain the complicated world of investing so clients feel knowledgeable and confident in their decisions. 

Edward Jones is uniquely designed for the individual investor: the person saving for retirement, those needing a college fund for their kids. They even help with insurance and estate considerations. To date they’ve helped nearly seven million people save for the things that mean most to them.