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Edward Jones

Edward Jones is a U.S. financial services firm that works through financial advisers to help individuals and families plan and invest for their goals. Its services include investment management, retirement planning, education savings, and related financial guidance, with advisers working directly with clients through local offices and digital tools. The firm also serves businesses and institutional clients through selected services. Edward Jones describes a relationship-based model centered on understanding each client’s circumstances and time horizon. Recommendations, fees, available investments, and account terms depend on the client and adviser relationship; investing involves risks, including possible loss of principal.

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