Edward Jones is launching Edward Jones Generations, the firm’s first private client services offering for U.S. high-net-worth clients. Built to meet the specific needs of these clients, Edward Jones Generations provides 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 expand more broadly next year.
Edward Jones Generations offers sophisticated financial planning and investment management, a wider array of products and services, dedicated service and operations support, and an elevated experience and brand for clients with a minimum of $10 million in investable assets.
This model brings together a team of home office professionals and tax and legal representatives from EY and Husch Blackwell, working alongside financial advisors and client support team members to deliver ongoing financial planning and execution. And clients receive in-depth advice backed by a suite of solutions tailored to their unique needs like cash flow analysis, trust and estate considerations, philanthropic strategies, and business owner planning.
In connection with EY and Husch Blackwell, the tax and estate planning services offered to Edward Jones Generations clients will include comprehensive analysis, advice, estate planning documents, and tax filing preparation. Clients will have access to an expanded network of third-party referrals to support specific situations, including real estate transactions, specialty insurance, family governance, business owner succession, and executive health screenings.
Some examples of additional strategic investments the firm is making in new products, services and investment capabilities to serve high net worth clients better include alternative investments like private equity, private credit and private real estate; broader choice in separately managed accounts (SMA); proactive tax strategies and personalization at scale; philanthropic solutions; customizable cash management and lending options; and tools to manage concentrated equity positions better.
High-net-worth clients also have access to the Edward Jones Trust Company and the Client Consultation Group. The Edward Jones Trust Company provides a variety of service options based on current and future estate planning needs and works in partnership with a client’s financial advisor and local professionals.
Via the firm’s Client Consultation Group, high-net-worth clients have exclusive access to advanced, hands-on consultation capabilities and support for episodic needs. Specialized areas of support include retirement income planning, tax-sensitive portfolio construction, and business sale/succession considerations.
KEY QUOTES:
“Our focus is on truly understanding our clients and what they value. Our 9 million clients include high net worth individuals, and we know they have very unique needs. Now, through Edward Jones Generations™, we can serve these clients – and new clients – even more completely. Our goal is to help them, and their families, balance their lifestyle, legacy and long-term impact for generations to come.”
“Our enhanced high net worth offerings, including Edward Jones Generations, are grounded in what we do best – understanding what matters most to our clients and helping them plan for and achieve their goals. We’re offering clients more choices in how they work with us, based on their needs, while also giving our financial advisors and branch teams more choice and flexibility in how they build, grow and manage their practices. We will continue to invest in solutions, products and services to better serve high net worth clients based on their specific needs, wants and wishes.”
- David Chubak, Head of U.S. Business Unit and Branch Development at Edward Jones
“Being able to bring together a dedicated team of trusted professionals working collaboratively to meet clients’ needs is a game changer for Edward Jones and for our high net worth clients. Through Edward Jones Generations, we’re able to uncover, understand and solve clients’ needs in an entirely new way, offering not just advice and guidance, but also expanded execution capabilities.”
- Chris Wallen, a Scottsdale, Arizona, field-based principal and financial advisor at Edward Jones
