Edward Jones is a 100-year-old, privately-owned firm specializing in helping individual investors rather than institutions. The Beaverton office, led by Kelly Morgan, works closely with clients' tax and legal advisors to create personalized strategies to organize, build, and transfer wealth.
The firm emphasizes long-term investing with an emphasis on quality and diversification, backed by an Investment Policy Committee.
Privately-owned firm focused on relationships, not shareholder returns
100-year history and trust of over 8 million individual investors
Personalized, long-term investment strategies
Backed by an Investment Policy Committee (IPC)
Services
Wealth Strategies
Customized financial strategies to help clients define, prioritize, and track their goals, including organizing, building, and transferring wealth.
Intergenerational PlanningRetirement Savings StrategiesTax and Legal Advisor Coordination
Investment Services
A range of investment products and account options including brokerage accounts, retirement accounts, 529 plans, and managed solutions.
Edward Jones Select AccountEdward Jones Guided SolutionsEdward Jones Advisory Solutions529 PlansBanking and Lending
Sustainable Investing
Investment approach that considers environmental, social, and governance (ESG) factors alongside traditional financial analysis.
ESG IntegrationValues-Based Investing
Credentials & Certifications
CFP® - CERTIFIED FINANCIAL PLANNER™
AAMS® - Accredited Asset Management Specialist™
CRPC™ - Chartered Retirement Planning Counselor™
FPQP®
Reviews
Rating
4.5
★★★★★
Reviews
4
Frequently Asked Questions
What can I expect as an Edward Jones client? +
You can expect personalized attention, a long-term investment strategy, and a partner committed to helping you achieve your financial goals.
What is Edward Jones' investment philosophy? +
Edward Jones believes in long-term investing with an emphasis on quality and diversification, rather than chasing the market.
What makes Edward Jones different from other firms? +
Edward Jones is a privately-owned firm focused on relationships rather than shareholder returns, with a shared commitment to clients and communities.
What services does Kelly Morgan offer? +
Kelly Morgan offers wealth strategies, intergenerational planning, retirement savings strategies, and sustainable investing for clients across the United States.
Contact Edward Jones - Financial Advisor: Lucas T Kidwell
4.5
