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Every investment firm has principles. And most of the time they probably sound exactly the same. We believe Edward Jones is different in almost every way. Our principles were deliberately created with you in mind. We serve only individual investors, just like you. That's why we have offices in your community. You see one financial adviser and one branch office administrator dedicated to working with you. What you may not know is that there are thousands of people and advanced technology supporting that local office. We did this on purpose. You shouldn’t have to call an 800 number for investment advice. You need to talk with someone who knows you and understands what you're working toward. That's why Edward Jones believes the relationship between you and your financial adviser is one of the most important aspects of successful investing. You'll also notice we don't have “hot” investments of the day. We stick with proven, long-term investment strategies. We don't believe chasing the latest fad is any way to create a comfortable retirement, pay for a child's education or build a legacy for your heirs.

Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participants about 401(k) plans, from how much they need to save to when they can retire. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.