Legal Notice & Disclosures
*Edward Jones does not provide tax or legal advice. Please consult your CPA or attorney as appropriate.
**Trust and related services are provided by Edward Jones Trust Company (EJTC), an affiliate of Edward D. Jones & Co., LP. (Edward Jones). EJTC is a federally chartered savings association, and Edward Jones is a dually registered broker-dealer and investment adviser.
It’s time to build a futurethat’s so much more thanwhat you leave behind.
Introducing Edward Jones Generations™ — a private client services offering designed around your individual needs and goals. Discover how we can help you define and refine your vision and make an impact that can last for generations to come.
This white-glove experience is well-deserved— and well-crafted.
We know how much effort and energy it took to get where you are today. That’s exactly why we’ll put the same level of dedication into designing a plan that caters to your specific circumstances from the very beginning.
Here are the services and programs you can expect to receive:
Personalized, ongoing financial planning
We’ll take the time to deeply understand the values that guide you, the plans you have for today and the aspirations you have for tomorrow. By focusing on what matters most to you, we’ll be able to develop detailed financial planning that’s both comprehensive and custom for you.
Dedicated team of specialists
With Generations, you instantly extend and amplify your network of specialists and strategists. Together with your Edward Jones financial advisor, our specialists will work with you to create a holistic plan, including investment management, tax and estate strategies, trust planning and more.
Don’t already have an Edward Jones financial advisor? We’re happy to connect you with one.
Please read these important disclosures
Comprehensive products & services
As your wealth grows, the ways you approach its management become more varied and complex. To anticipate those evolving needs, we’re expanding the types of solutions you have access to, including:
Financial planning, investment management, tax & estate strategies, trust planning, philanthropic solutions, business succession planning and cash management and lending options.
Please read these important disclosures
Highly tailored experience
The entire Generations team will work in harmony to deliver continual financial management and support, including regular check-ins about key topics that you’ve identified are most important to you. That way, we'll be able to help you with a plan that remains relevant to you as your life changes over time.
Here are the services and programs you can expect to receive:
Let us help you navigate the path that lies ahead.
Generations will be available to select clients starting in the second quarter of 2025. To get the latest news, reach out to us today.