Whois & Analysis for edwardjones.com

Edward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, through its branch network of more than 12,000 locations and currently have relationships with nearly 7 million clients and $914 billion asset under management worldwide.

The firm focuses solely on individual investors and small-business owners.

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.

Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services.

High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.

Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.

A financial adviser (or advisor) is a professional who renders financial services to clients.

According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals.

FINRA describes the main groups of investment professionals who may use the term financial adviser to be: brokers, investment advisers, accountants, lawyers, insurance agents and financial planners.

To invest is to allocate money (or sometimes another resource, such as time) in the expectation of some benefit in the future.

Insurance is a means of protection from financial loss.

It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss.