Edward Jones Introduces Private Client Service Capabilities
Edward Jones is launching 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 those with a minimum of $10 million in investable assets, Edward Jones Generations offers advice, planning, products and services. Edward Jones Generations will be available to select clients in the second quarter of 2025 and will expand more broadly in 2026.
The model includes 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. Clients will receive “in-depth advice backed by a suite of solutions tailored to their unique needs, such as cash flow analysis, trust and estate considerations, philanthropic strategies, and business owner planning.”
The tax and estate planning services offered to Edward Jones Generations clients, in conjunction with EY and Husch Blackwell, will include comprehensive analysis, advice, estate planning documents and tax filing preparation. In addition, 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.
High net worth clients also have access to the Edward Jones Trust Company and the Client Consultation Group. The Edward Jones Trust Company provides service options based on current and future estate planning needs and works in partnership with a client’s financial advisor and local professionals. Through the firm’s Client Consultation Group, high net worth clients have access to advanced consultation capabilities and support for episodic needs. Specialized areas of support include retirement income planning, tax-sensitive portfolio construction and business sale/succession considerations.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
