{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/edwardjones-com","markdownUrl":"https://nowen.ai/agents/edwardjones-com.md","jsonUrl":"https://nowen.ai/agents/edwardjones-com.json","name":"Edward Jones","website":"https://www.edwardjones.com","location":"St. Louis, Missouri, United States","address":{"city":"St. Louis","state":"Missouri","country":"United States"},"industry":"Wealth Management","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:18:00.761Z","summary":"Edward Jones is a US-based financial services firm providing personalized financial guidance through a national network of advisors.","description":"Edward Jones is a US-based financial services firm that delivers personalized financial advice and investment guidance through a nationwide network of financial advisors. The organization serves individuals and families, helping clients pursue their financial goals with clear information, transparent disclosures, and a strong commitment to privacy, security, and responsible stewardship. The firm operates under The Jones Financial Companies, L.L.L.P., with affiliated entities that support trust and other services, reflecting a long-standing, client-focused approach.","mission":"To help clients achieve their financial goals through personalized, transparent guidance and secure, trusted service.","directory":{"industryName":"Wealth Management","agentCount":17,"indexable":true,"hubUrl":"https://nowen.ai/industry/wealth-management"},"aiReaderFamilies":["Anthropic","Amazon"],"products":[{"name":"Edward Jones Select Account","type":"Product","url":"https://www.edwardjones.com/us-en/investment-services/account-options/brokerage-account","summary":"Flexibly manage a variety of investments while gifting options are available.","description":"Edward Jones Select Account is a non-retirement brokerage account that provides access to a range of investment choices and flexibility in how you manage them.","pricing":{},"features":[{"name":"Non-retirement Brokerage 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tax benefits associated with various retirement accounts."},{"name":"Flexible Investment Strategies","value":"Adapt Your Investments","valueDescription":"Adjust investment strategies based on changing market conditions and personal financial situations."},{"name":"Emergency Access to Funds","value":"Access Funds If Needed","valueDescription":"Understand your options for accessing funds in emergencies without heavy penalties when applicable."}]},{"name":"529 Education Savings Plans","type":"Product","url":"https://www.edwardjones.com/us-en/investment-services/account-options/529-education-savings","summary":"Easily save for future education costs with tax benefits and flexible options.","description":"529 education savings plans are flexible, tax-advantaged accounts designed to help you set aside money for future college costs.","pricing":{},"features":[{"name":"Tax-Advantaged College Savings","value":"Enjoys Tax-Free Growth","valueDescription":"Earnings grow tax-free and withdrawals 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Access, ensuring timely payments and reducing manual processes."},{"name":"E-signature","value":"Facilitates Quick Transactions","valueDescription":"The e-signature feature allows clients to quickly and securely finalize important documents, streamlining the process of account management."}]},{"name":"Online Services","type":"Platform","url":"https://www.edwardjones.com/us-en/disclosures/account-features-service-terms/online-services","summary":"Conveniently manage your financial goals with comprehensive online services.","description":"Online services including online access, mobile app, e-delivery, and tools to link external accounts and process payments and deposits.","pricing":{},"features":[{"name":"Online Access and Mobile App","value":"Track Goals Anytime, Anywhere","valueDescription":"Sign in from virtually anywhere to safely and securely access your Edward Jones accounts and goals."},{"name":"Mobile Check Deposit","value":"Deposit Checks 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Credit","valueDescription":"Access a reserve line of credit as needed for financial flexibility."}]},{"name":"Portfolio Builder","type":"Product","url":"https://www.edwardjones.com/us-en/disclosures/patent-portfolio","summary":"Develop personalized portfolios with effective asset management and patent protection.","description":"Portfolio Builder is described with patent protection (US 8,732,059), with additional patents pending in the United States and Canada.","pricing":{},"features":[{"name":"Portfolio Builder Patent","value":"Provides Legal Protection","valueDescription":"The patent ensures that the unique features of the Portfolio Builder are legally protected, offering clients a distinct advantage in the market."},{"name":"Income Managed Account Patent Pending","value":"Enhances Income Management","valueDescription":"The upcoming patent for the Income Managed Account reflects innovative management strategies that enhance income generation for clients."},{"name":"Portfolio Screener Patent Pending","value":"Facilitates Investment Selection","valueDescription":"The pending patent for the Portfolio Screener indicates advanced tools for efficiently selecting investments that align with client goals."}]},{"name":"Portfolio Rebalancer","type":"Product","url":"https://www.edwardjones.com/us-en/disclosures/patent-portfolio","summary":"Optimize and maintain your investment portfolio with automated rebalancing.","description":"Portfolio Rebalancer is described with patent protection (US 8,930,250), with patents pending in the United States and Canada.","pricing":{},"features":[{"name":"Portfolio Rebalancer Patent","value":"Provides Patent Protection","valueDescription":"Ensures that the technology and methodology behind Portfolio Rebalancer are uniquely protected, giving it a competitive edge in the market."},{"name":"Patents Pending in US and Canada","value":"Expands Market Opportunity","valueDescription":"Patents pending in additional regions may open up new 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