Edward Jones launches new service for high net worth clients

Edward Jones announced the launch of Edward Jones Generations, a new private client services offering tailored to the needs of high net worth clients in the United States. The service is set to be available to select clients in the second quarter of 2025 and will see a broader expansion in 2026. Edward Jones Generations™ aims to provide an enhanced suite of financial planning and investment management services for clients with a minimum of $10 million in investable assets.

The new offering will include sophisticated financial planning, investment management, and a broader range of products and services, along with dedicated service and operations support. Edward Jones has partnered with EY and Husch Blackwell to offer tax and legal expertise, ensuring comprehensive service for their high net worth clientele. The firm emphasizes personalized support and trusted relationships, aiming to help clients and their families manage their wealth across generations.

David Chubak, Head of U.S. Business Unit and Branch Development at Edward Jones, emphasized the firm’s commitment to understanding and meeting the unique needs of high net worth clients. Edward Jones Generations is designed to provide in-depth financial advice and a suite of tailored solutions including cash flow analysis, trust and estate considerations, philanthropic strategies, and business owner planning.

The service will also offer tax and estate planning in collaboration with EY and Husch Blackwell, which will include a full range of services from estate planning documents to tax filing preparation. Clients will benefit from an expanded network of third-party referrals for a variety of specific financial situations, enhancing the firm’s ability to provide comprehensive support.

Chris Wallen, a Scottsdale-based financial advisor at Edward Jones, highlighted the collaborative approach of Edward Jones Generations™, which brings together a team of professionals to address client needs in a new and expanded way. The firm is also investing in new products and services, including alternative investments, proactive tax strategies, and tools for managing concentrated equity positions.

High net worth clients will have access to the Edward Jones Trust Company and the Client Consultation Group, offering advanced consultation capabilities and support for various financial needs. Chubak concluded by reiterating the firm’s dedication to understanding client priorities and providing a choice in how they engage with Edward Jones, all while continuing to invest in solutions that cater to the specific desires of high net worth individuals.

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