Edward Jones 4.67.0

Edward Jones ❘ Freeware ❘
Android iOS
out of 59797 votes

Stay connected with your financial goals – anytime, anywhere – using the Edward Jones app. This app offers convenient features that provide easy access to your financial information.

With the Edward Jones app, you can:

View your account holdings, performance, and activity, among other details.
Connect external accounts to conveniently monitor balances held outside of Edward Jones.
Track your progress towards your financial goals.
Message and share documents with your dedicated Edward Jones team.
Deposit checks and transfer funds directly from the app.
Access and sign important documents related to your Edward Jones accounts.

Furthermore, the app prioritizes security to safeguard your information, ensuring your peace of mind.

Overview

Edward Jones is a Freeware software in the category Business developed by Edward Jones.

The latest version of Edward Jones is 4.67.0, released on 07/03/2024. It was initially added to our database on 09/12/2023.

Edward Jones runs on the following operating systems: Android/iOS.

Users of Edward Jones gave it a rating of 5 out of 5 stars.

Pros

User-friendly interface for managing investments
Access to personalized financial advice
Wide range of investment options including stocks, bonds, and mutual funds
Strong reputation and established brand in financial advising
Comprehensive research and planning tools available
Regular updates and market insights provided by financial advisors

Cons

Higher fees compared to some online investment platforms
Limited investment options compared to full-service brokerages
Account minimums may be higher than competitors
In-person meetings may not be convenient for all clients
Less emphasis on software tools compared to some tech-focused investment platforms
Potential bias due to the focus on their own investment products

FAQ

What services does Edward Jones offer?

Edward Jones offers a wide range of financial services, including investment management, retirement planning, estate planning, and insurance services.

How does Edward Jones charge for its services?

Edward Jones primarily earns revenue through commissions on trades and fees for managed accounts. Some specific services may also have their own fees.

Can I invest with Edward Jones online?

Yes, Edward Jones provides an online platform where clients can manage their investments and access their accounts.

What types of investments can I make with Edward Jones?

You can invest in stocks, bonds, mutual funds, ETFs, and various other investment products through Edward Jones.

Is there a minimum investment required to get started?

Minimum investment requirements can vary based on the type of account and investment product. It's best to consult with your Edward Jones advisor for specifics.

How do I find an Edward Jones financial advisor?

You can visit the Edward Jones website and use their advisor locator tool to find a financial advisor near you.

What is the process for setting up a financial plan with Edward Jones?

To set up a financial plan, you typically meet with a financial advisor who will assess your financial goals and needs and develop a tailored plan for you.

Does Edward Jones offer retirement accounts?

Yes, Edward Jones offers various retirement account options, including IRAs and 401(k) rollovers.

Can I switch my existing investments to Edward Jones?

Yes, you can transfer existing investments to an Edward Jones account, and your financial advisor can assist you with this process.

What resources does Edward Jones provide for financial education?

Edward Jones offers a range of educational resources including seminars, webinars, articles, and market insights to help clients stay informed.

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