Edward Jones
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | $26.5m | Late VC |
* | N/A | $28.1m | Late VC |
* | N/A | $1.4m | Early VC |
* | N/A | $2.0m | Early VC |
* | N/A | $49.2m | Late VC |
* | N/A | $59.9m | Late VC |
* | N/A | $52.3m Valuation: $300m | Late VC |
* | N/A | $59.4m | Late VC |
Total Funding | $279m |
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EditEdward Jones is a financial services firm that provides personalized investment advice and financial planning to individual investors. The company operates primarily in the United States and Canada, serving clients who are looking to achieve long-term financial goals such as retirement planning, education savings, and wealth management. Edward Jones employs over 19,500 financial advisors who work closely with clients to understand their unique financial needs and develop tailored strategies to meet those needs. The firm generates revenue through fees and commissions on the financial products and services it offers, including mutual funds, insurance, and retirement accounts. Edward Jones is known for its one-on-one approach, where advisors build strong relationships with clients to provide customized financial solutions. The company focuses on helping clients feel more financially secure by offering expert advice and comprehensive financial planning services.
Keywords: financial advising, retirement planning, education savings, wealth management, personalized service, investment advice, financial planning, mutual funds, insurance, long-term goals.