Find a Financial Advisor

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While financial goals aren’t achieved overnight, the right process and partner can help. At Edward Jones, becoming a client starts with choosing a financial advisor.

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.rn”,”background_color”:”component-bg-gray-light”,”page_type”:”get_started”,”tiles”:[{“infographic_icon”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/Icon_Match.svg”,”infographic_alt”:null,”heading_level”:”h3″,”heading”:”Get Matched”,”tiles_type”:”match-quiz”,”subtext”:”Take two minutes to help us understand your needs and goals and match with financial advisors personalized for you.”,”eyebrow_text”:null,”cta_url”:”https://match.edwardjones.com”,”cta_title”:”Start Now”,”cta_target”:”_blank”,”cta_aria_label”:””,”cta_color”:”warning”,”langcode”:”us-en”,”error_text”:””,”endpoint”:””,”disable_component”:”0″},{“infographic_icon”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/Icon_LocationSearch.svg”,”infographic_alt”:null,”heading_level”:”h3″,”heading”:”Search By Location”,”tiles_type”:”search-fa”,”subtext”:”Edward Jones has offices in communities across the country. Find financial advisors near you.”,”eyebrow_text”:”City, State or ZIP”,”cta_url”:”/us-en/search/find-a-financial-advisor”,”cta_title”:”Search”,”cta_target”:”_self”,”cta_aria_label”:””,”cta_color”:”primary”,”langcode”:”us-en”,”error_text”:”Please enter City, State or Location”,”endpoint”:”/us-en/v1/api/financial-advisor/autosuggest?type=search-fa”,”disable_component”:”0″},{“infographic_icon”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/Icon_NameSearch.svg”,”infographic_alt”:null,”heading_level”:”h3″,”heading”:”Search By Name”,”tiles_type”:”search-by-name”,”subtext”:”Looking for a specific financial advisor? Browse by name – first, last or both.”,”eyebrow_text”:”Financial Advisor Name”,”cta_url”:”/us-en/search/find-a-financial-advisor”,”cta_title”:”Search”,”cta_target”:””,”cta_aria_label”:””,”cta_color”:”primary”,”langcode”:”us-en”,”error_text”:”Please enter a Financial Advisor Name”,”endpoint”:”/us-en/v1/api/financial-advisor/autosuggest?type=search-by-name”,”disable_component”:”0″}]} ]]>

What is the process for partnering with a financial advisor?

• Step 1

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

• 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 step up a complimentary consultation.

• Step 3

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

• Step 4

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

We offer a variety of investment services and account types to help you plan for whatever’s ahead. Our services include:rn”,”bg_color”:”component-bg-white”,”tiles”:[{“title”:”Investment Products”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/investment-product.svg”,”alt”:””,”link”:”/us-en/investment-services/investment-products”,”target”:”_self”,”rel”:”noindex”},{“title”:”Planning for Retirement”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/planning-for-retiement.svg”,”alt”:””,”link”:”/us-en/market-news-insights/retirement”,”target”:”_self”,”rel”:”noindex”},{“title”:”Wealth Strategies”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/wealth.svg”,”alt”:””,”link”:”/us-en/investment-services/wealth-strategies”,”target”:”_self”,”rel”:”noindex”},{“title”:”Education Savings”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/education.svg”,”alt”:””,”link”:”/us-en/market-news-insights/personal-finance/education-savings”,”target”:”_self”,”rel”:”noindex”},{“title”:”Planning Your Estate”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/planning-your-estate.svg”,”alt”:””,”link”:”/us-en/market-news-insights/personal-finance/planning-your-estate”,”target”:”_self”,”rel”:”noindex”},{“title”:”Savings, Cash & Credit”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/cash-credit.svg”,”alt”:””,”link”:”/us-en/investment-services/account-options/cash-credit”,”target”:”_self”,”rel”:”noindex”},{“title”:”Insurance & Annuities”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/Insurance-Annuities.svg”,”alt”:””,”link”:”/us-en/investment-services/insurance”,”target”:”_self”,”rel”:”noindex”},{“title”:”Business Owner Solutions”,”path”:”https://www.edwardjones.com/sites/default/files/acquiadam/2022-08/solution-for-business.svg”,”alt”:””,”link”:”/us-en/investment-services/business-owners”,”target”:”_self”,”rel”:”noindex”}]} ]]>

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

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

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