Instantly match with financial advisors ready to work with you.
Answer a few questions and our free matching tool will find financial advisors based on your investing goals and preferences.
Why work with a financial advisor?
To help meet your goals
Investors who start saving sooner are more likely to achieve their financial goals. 1
To prepare for the unexpected
84% of those working with a financial advisor said doing so gave them a greater sense of financial comfort during the pandemic. 2
To plan for the future with confidence
The saving decisions you make now can impact your future finances. Build strong habits now, so you can enjoy every bit of tomorrow. 3
How does it work?
1. Take our 5-minute quiz.
Answer a few questions to help us understand you, your financial situation, and investing goals. Our matching program will automatically suggest financial advisors based on your answers.
2. Explore your shortlist.
Check out your curated shortlist of financial advisor matches. Learn more about each one as you review their story, personal interests and areas of focus.
3. Connect on your terms.
Decide who to reach out to and they’ll be in touch in usually just 1-2 business days. Connect virtually or in the office — the choice is yours.
Ready to find your matches?Take the quiz
Why work with Edward Jones?
Helping investors since
assets under care
Our knowledgeable financial advisors use a personal, straightforward and long-term approach to investing. We focus first on understanding your unique goals and then on developing diversified investment strategies that create financial security.
- 1. Edward Jones – Four Investment Strategies to Put Time on Your Side
- 2. Edward Jones – In COVID-19 Crisis, Older Americans Are More Resilient Than Younger Generations, Edward Jones and Age Wave Research Finds
- 3. Edward Jones – In Your 20s: Start Down the Right Financial Path