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Investments & Services
At Edward Jones, we work with you to understand why you’re investing and your financial priorities. You’ll experience the convenience of working with one dedicated financial advisor, utilizing an established process to create personalized financial strategies, backed by advice, tools and resources to help you reach your goals. And, we’ll continue to partner together to help your strategy stay on track. To that end, we offer a comprehensive line of financial solutions and services in addition to the traditional investments you expect from a financial advisor.
Retirement & College Savings
Retirement Accounts Traditional IRA Roth IRA
Education Savings Accounts 529 College Savings Plans Custodial Accounts
Brokerage Accounts
Edward Jones Advisory Solutions®
Business Owners
Plans for You
SEP IRA Plan
Owner-only 401(k) Plan Owner-only Defined Benefit Plan
Plans for Your Employees
401(k) Plans for Your Employees SIMPLE IRA
403(b) Plans
457 Plans
Safe Harbor 401(k)
Business Credit Cards
Wealth Management
Edward Jones Guided Solutions® Edward Jones Advisory Solutions® Trust Company
Client Consultation Group
Investments
Stocks
Bonds and Fixed Income
Mutual Funds
Exchange-traded Funds (ETFs)
Fixed Income Unit Investment Trusts (UITs)
Insurance
Life Insurance
Long-term Care Insurance Long-term Disability Insurance
Annuities
Fixed Annuities Income Annuities Variable Annuities
Cash & Credit
Credit Cards & Loans
Personal Line of Credit (Margin Loan) Personal Credit Cards
Debit Cards
Business Credit Cards
Savings Accounts Check Writing
Convenient Account Features
Direct Deposit
Dividend and Income Reinvestment Electronic Funds Transfer
Mobile Check Deposit
Monthly Investing Program
Online Access
 Edward Jones ranks highest in investor satisfaction with full service brokerage firms, according to the J.D. Power 2019 U.S. Full Service Investor Satisfaction StudySM
Study based on responses from more than 4,629 investors who primarily invest with one of the 18 firms included in the study. The majority of the study was fielded in December 2018. Your experiences may vary. Rating may not be indicative of future performance and may not be representative of any one client’s experience because it reflects an average of experiences of responding clients. Visit jdpower.com/awards.
Important information concerning the investments and services offered at Edward Jones can be found at edwardjones.com/investments-services.
To learn more, call today.
Mike Boock
Financial Advisor
700 Deborah Rd Suite 250 Newberg, OR 97132-2198 503-538-8781
   MKT-2246BD-A EXP 31 MAR 2020 @ 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
                                 














































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