The Edward Jones Investment Company is named after its founder, Edward D. Jones. Established in the year 1922, this brokerage firm has branches in Canada, USA and UK. In the financial services industry, the Edward Jones Investment Company is among the top players. The company is a major provider of qualitative services and its business ideal includes the establishment of long-term relationship with their customers.
The various investment services of the Edward Jones Investment Company are as follows:
Investments:
The company propounds a long term, branched out investment strategy. The stocks in which the company facilitates investment are:
- Employee Stock Option Plans
- Common Stocks
- Stock UIT s
- Certificates of deposits
- Municipal bonds
- Corporate bonds
- Zero coupon bonds
- Government sponsored enterprises
- Mortgage backed securities
Estate Plans and Trusts:
The financial advisors of the company provide help to chalk out a perfect estate plan. The Estate Planning Team also includes an attorney, a life consultant and a tax professional.
Insurance:
The company offers a wide variety of insurance services. Some of those are as follows:
- Life Insurance
- Long Term care
- Long Term Disability
They provide services for managing the everyday expenses of their customers. The debit and credit card services of the company are brilliant. The company also has a personal line of credit. It also provides home financial solutions and home equity loans.
IRA and Retirement Savings Plan:
Through these plans the company tries to secure a better today and a secure after retirement life to their clients. These include both business and individual plans.
Education Savings:
In the face of rising education expenses the world over, the company provides the following education savings services:
- Coverdell Education Savings Account
- 529 Plans
- Custodial Accounts
These services support and boost the investing strategies of the customers. The following are the related services here:
- Portfolio Review
- Systematic Investing
- Managed Account Program
- Direct Deposit
- Full Service Accounts
United Kingdom
Edward Jones
11 Westferry Circus
Canary Wharf
London E14 4HH
United States of America
Edward Jones
P.O. Box 66906
St. Louis, MO 63166-6906
Canada
Edward Jones
90 Burnhamthorpe Road West
Sussex Centre, Suite 902
Mississauga, ON L5B 3C3
