Remote-access Guide

edward jones advisor remote access

by Noe Anderson Published 2 years ago Updated 2 years ago
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Why should I use the Edward Jones app?

Our app puts your financial information at your fingertips, so you'll know where you stand today and how close are to getting to where you want to go. Sign in from virtually anywhere to safely and securely access your Edward Jones accounts and goals wherever you go.

How do I know if Edward Jones online account access is TLS?

After you log in to Edward Jones Online Account Access, look for: The small, locked padlock on your web browser (most likely near the address bar). This indicates TLS technology is used.

Is Edward Jones a good company to work for?

For the 23rd time, Edward Jones was named one of the Fortune 100 Best Companies to Work For ®.

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Can I access my Edward Jones account online?

Sign up for Online Access to view your goals, explore new goals and track your progress toward reaching them. Plus, connect accounts you hold outside of Edward Jones and securely communicate with your Edward Jones team.

Is Edward Jones remote?

About Edward Jones In the past, the company has hired for part-time, freelance, temporary, and remote jobs. Based in St. Louis, Missouri, Edward Jones is a leader in the financial services industry, serving over 7 million customers throughout the United States and Canada.

How do I find my Edward Jones account?

Select "Accounts" at the bottom of the screen. Select an Edward Jones account to view additional detail.

Is Edward Jones a fiduciary?

Is Edward Jones a Fiduciary? Edward Jones does not serve as a fiduciary except for at the Plan level of retirement plans. This means that their advisors aren't legally required to put their clients' needs ahead of their own.

How do Edward Jones advisors get paid?

Commission payouts start at 9-10% and increase up to 27-30% during your first four years as a financial advisor, based on certain criteria and tenure as a financial advisor. We anticipate financial advisors will increase their commission payout approximately every 12-18 months.

What percentage does Edward Jones take?

The Program Fee is 1.35% and the Portfolio Strategy Fee begins at 0.19%. These fees are tiered so additional invested assets are subject to lower fees.

Why can't I access my Edward Jones account?

If you need immediate assistance because you can't access your account(s), forgot your User ID or password, or for some other technical issue, call Edward Jones Online Support at (866) 788-4880.

How does Edward Jones rank as a financial advisor?

"Edward Jones Ranks Highest in Investor Satisfaction, According to J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study."

Is Edward Jones worth the fees?

Is It Worth It? There's no question that Edward Jones charges some hefty fees. But again, it offers an experience that you can't get at every firm. If you prefer working with a single advisor who can build a long-term, in-person relationship with you, EJ could be worth considering.

Which one is better Charles Schwab or Edward Jones?

Charles Schwab is most highly rated for Work/life balance and Edward Jones is most highly rated for Culture....Overall Rating.Overall Rating3.93.8Work/life balance3.93.7Compensation and benefits3.83.5Job security and advancement3.43.2Management3.53.41 more row

How much do Top Edward Jones advisors make?

Sample Compensation SchedulesYearSalary*Total Compensation1st YearSalary*$51,625$66,3252nd YearSalary*$44,625$71,2253rd YearSalary*$36,750$79,5504th YearSalary*$28,875$96,1751 more row

What is a good personal rate of return?

It's important for investors to have realistic expectations about what type of return they'll see. A good return on investment is generally considered to be about 7% per year. This is the barometer that investors often use based off the historical average return of the S&P 500 after adjusting for inflation.

How many employees does Edward Jones have?

50,000 peopleWe employ more than 50,000 people, including nearly 19,000 dedicated and passionate financial advisors to serve, educate and support more than 7 million clients in achieving what matters most to them.

Will Edward Jones go public?

Edward Jones is a subsidiary of The Jones Financial Companies, L.L.L.P., a limited liability limited partnership owned only by its employees and retired employees and is not publicly traded....Edward Jones Investments.Trade nameEdward Jones InvestmentsTypePartnershipIndustryInvestment servicesFounded1922FounderEdward D. Jones9 more rows

Now you can goal anywhere!

Our app puts your financial information at your fingertips, so you'll know where you stand today and how close are to getting to where you want to go. Sign in from virtually anywhere to safely and securely access your Edward Jones accounts and goals wherever you go.

See a snapshot of your accounts and goals

Just want a quick look at how you're doing? Your welcome screen gives you a high-level overview of your account and goal status.

Track progress toward your goals

You'll know where you stand with your short and long-term goals, from funding your emergency savings to saving for retirement.

Associate Testimonial

I used to have to spend 5-10 minutes of an annual review with an existing client going through every single line item they have outside of Edward Jones. Now that they’re able to link those outside accounts to Financial Foundation — it’s a huge time saver.

Manage

Our financial advisors enjoy the efficiency and time savings that come from an integrated tool suite where all systems talk to each other. Clients can easily link outside accounts for a holistic view of their financial picture — and account information is updated in real-time. Everything works well together.

Grow

Investors increasingly want to engage with their financial advisors through digital technology. They also want a trusted relationship with a financial advisor looking out for their best interests.

Client Attraction Marketing Hub Tools

Create a bio, add focus areas and interests, update office hours, and more.

Collaborate

When you and your clients have real-time access to account and goals-tracking information, it creates a seamless experience that virtually eliminates any chance that their wants and needs get lost in translation. A beautifully matched partnership in which you are in synch, communicating and continually collaborating to achieve their goals.

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