Edward Jones Launches Private Client Services for High-Net-Worth Clients

Edward Jones, “investing significantly” to enhance its services for high-net-worth clients, announced the firm’s first private client services offering for U.S. high-net-worth clients, Edward Jones Generations.

The program, which will be available to select clients in the second quarter of 2025 and will expand more broadly in 2026, includes sophisticated financial planning and investment management; an array of products and services; dedicated service and operations support; and an elevated experience and brand. 

Tax, legal and estate planning services will be offered in conjunction with EY and Husch Blackwell, and clients will have access to an expanded network of third-party referrals, according to Edward Jones, to support situations, including real estate transactions, specialty insurance, family governance, business owner succession and executive health screenings.

Clients will also have access to the Edward Jones Trust Co. and the Client Consultation Group, which will provide access to specialized areas of support that include retirement income planning, tax-sensitive portfolio construction and business sale/succession considerations.

“Our 9 million clients include high net worth individuals, and we know they have very unique needs,” said David Chubak, head of the U.S. business unit and branch development at Edward Jones, in a statement. “Now, through Edward Jones Generations, we can serve these clients—and new clients—even more completely. Our goal is to help them, and their families, balance their lifestyle, legacy and long-term impact for generations to come.”

Alongside these services, the company touted investments in new products, services and investment capabilities such as in private equity, private credit and private real estate; broader choice in separately managed accounts; proactive tax strategies and personalization at scale; philanthropic solutions; customizable cash management and lending options; and tools to better manage concentrated equity positions.