Edward Jones has launched Edward Jones Generations, the firm’s first private client services offering for U.S. high net worth clients. Designed to meet the specific needs of high-net-worth clients, Edward Jones Generations offers expanded advice, planning, products and services for clients who value personalized support and trusted relationships. Edward Jones Generations will be available to select clients in the second quarter of 2025 and will expand more broadly in 2026. This is one of many ways the firm is investing significantly to enhance services to better serve high net worth clients.
The model aims to brings together a team of home office professionals and tax and legal representatives from EY and Husch Blackwell working alongside financial advisers and client support team members to deliver ongoing financial planning and execution. Clients receive in-depth advice backed by a suite of solutions tailored to their unique needs, such as cash flow analysis, trust and
