Edward Jones

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Edward Jones's firm-wide site describes several investment account and advisory services offered through the firm generally, not tied to any specific branch. It states 'Edward Jones is a dually registered broker-dealer and investment adviser.' Edward Jones Advisory Solutions® is described as 'a wrap-fee program that provides investment advisory services for an asset-based fee,' offering Fund models (affiliated and unaffiliated mutual funds, where available, and exchange-traded funds) or UMA models, which also include separately managed accounts. Edward Jones Guided Solutions® is described as 'a client-directed wrap-fee program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee,' available as a Guided Solutions Fund account (mutual funds and ETFs) or a Guided Solutions Flex account, which also permits stocks and, for accounts of $50,000 or more, individual bonds and CDs. The Edward Jones Select account is described as a transactional brokerage account: 'You pay a commission when you buy and sell certain investments.' The Select account has no stated minimum investment, though some investments within it require minimum purchase amounts, and annuity purchases in a Select account 'may require at least a $10,000 minimum,' per the site. The firm directs prospective clients to 'Contact an Edward Jones financial advisor for a no-cost, no-obligation consultation.' This entry is firm-wide; no Seattle-area advisor or branch office is named on the pages read, so no specific local advisor can be recommended from this record.

Lists Contla, Stoughton, and Seattle as a location. Names Canada and Mexico as a service area. Areas beyond these are not published.

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Edward Jones's fees page (firm-wide, not a specific Seattle office) states that how much a financial advisor costs 'depends on the type of account you open,' so pricing, rates, fees and account minimums vary by program rather than being one flat cost. The page does not publish specific prices, a price quote, a percentage rate, or a cost estimate for its asset-based advisory fees — it directs clients instead to the applicable Edward Jones Advisory Solutions or Guided Solutions brochure for exact pricing. It does give some concrete minimums: a Guided Solutions Fund account 'can be established with an initial investment amount of less than $5,000 and are not subject to an account minimum,' though accounts under $5,000 are limited in what may be purchased or held; a Guided Solutions Flex account permits individual bonds and CDs once an account reaches $50,000 or more; the Edward Jones Select account has no stated minimum investment, though annuity purchases within it 'may require at least a $10,000 minimum.' Separately, the site's fees-and-compensation disclosure page (edwardjones.com/us-en/disclosures/account-fees/fees-compensation) lists fee categories — annuities, Advisory Solutions, equities/ETFs, fixed income, life insurance, money market funds, mutual funds, and others — without dollar amounts, and states compensation figures are updated monthly. There is no charge for an initial meeting: the fees page offers 'a no-cost, no-obligation consultation' with a financial advisor. No Seattle-specific pricing is published anywhere in this record.

Edward Jones's own history page (firm-wide corporate content, not specific to any branch) gives these dated milestones. Edward D. Jones Sr. 'establishes Edward D. Jones and Co. in 1922' in a single-room office in downtown St. Louis. His son Ted Jones became the firm's 18th broker, and per the site, 'One such town, Mexico, Mo., becomes home to the firm's first branch office in 1957.' In 1968 Ted Jones became the firm's second managing partner. In 1980, 'Ted realizes his dream of opening 300 offices,' and John Bachmann became the next managing partner; the firm 'opens its 1,000th office in Stoughton, WI' during that expansion. Edward Jones began expanding into Canada in 1990 and 'opens its 10,000th office' by 2008. Doug Hill became managing partner in 2004, Jim Weddle in 2006, and Penny Pennington became 'the firm's sixth managing partner in 2019' — the site describes her as 'the only woman running a major U.S. brokerage.' As of Dec. 31, 2025, the site states the firm has approximately 55,000 associates across the U.S. and Canada, more than 9 million clients, and $2.5 trillion in client assets under care. None of this history-page content names a Seattle office or advisor.

Edward Jones's home-office locations page (edwardjones.com/us-en/why-edward-jones/about-us/locations) lists corporate addresses rather than a Seattle branch: headquarters at 12555 Manchester Road, Saint Louis, MO 63131, plus additional home-office buildings in Maryland Heights, MO; a Tempe regional headquarters at 8640 S. River Pkwy., Tempe, AZ 85284; and a Canada headquarters in Mississauga, ON. The same page states the firm has 'more than 15,000 branch office locations in the United States and Canada' but does not list individual branches, so no Seattle-area office is located through this record. A separate page, edwardjones.com/us-en/client-resource-center/emergency-contact-info, publishes phone contact hours: Client Relations can be reached at (800) 441-2357, with hours of 7 a.m. – 5:30 p.m. CT, Monday through Friday (the line is open those hours) for an urgent trade or account question if a client's local branch team is unreachable; the headquarters switchboard, (314) 515-2000, is open 7 a.m. – 6 p.m. CT, Monday through Friday, to connect a caller to 'an Edward Jones branch office or headquarters associate.' A general Contact Us form is also available on the site. To book an appointment, schedule a meeting, or otherwise arrange to talk with a financial advisor in a specific area, the corporate site directs visitors to its 'Find a Financial Advisor' search tool rather than listing which areas are served by name; this record does not confirm a Seattle-area address, phone number, or advisor through that tool.

This entry describes Edward Jones based on the firm's own corporate website, https://www.edwardjones.com/us-en, which is firm-wide content and does not identify a specific Seattle branch office or a named financial advisor for the Seattle area. The homepage frames Edward Jones as offering 'Financial Advisors and Wealth Strategies' and asks visitors 'How can we help you today?', linking out to finding a location, reviewing fees and pricing, exploring products and services, learning how to choose a financial advisor, and reviewing the benefits of working with an Edward Jones financial advisor. The homepage states 'Investors who work with a financial advisor feel more financially secure,' attributed to a 2022 Kantar survey, and provides a 'Find a Financial Advisor' search link rather than naming any specific office. Because no Seattle-specific office, address, or advisor is published at this URL, any Seattle location or advisor associated with Edward Jones cannot be confirmed from this record; the information gathered for this business is limited to what the national corporate site publishes about the firm generally, not about any single branch or the areas it serves locally.

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Edward Jones describes a firm-wide financial planning service, not attributed to a specific Seattle office or advisor. Per the site, financial planning 'takes your relationship with a financial advisor to a deeper, more individual level' and covers five areas: goal planning, cash and income, portfolio and investment allocation, risk and protection, and estate and wealth transfer. Clients receive 'a tailored executive summary — an annual plan to track goals and adjust recommendations when necessary.' The site states financial planning can benefit business owners, near-retirees, and people with estate or legacy considerations, among others. A footnote specifies eligibility and cost: 'Edward Jones financial planning is a separate investment advisory service offered through an Edward Jones branch office and is currently only available to clients with a minimum of $250,000 in Investment Advisory accounts,' and ongoing financial planning services are 'subject to an annual charge' — no specific dollar amount for that charge is published on this page, and there is no online booking system described; scheduling happens by contacting a financial advisor directly. The site notes Edward Jones and its financial advisors 'cannot provide tax or legal advice.' To begin, the site directs a visitor to 'Talk to a financial advisor, or find an Edward Jones near you' using its advisor-search tool; this record does not identify which, if any, Seattle-area branch or advisor offers this service.