Financial

How can we help you today?

Who's eligible for the 401(k)?

Full-time associates are immediately eligible. Part-time and on-call associates may be eligible.

Which 401(k) contribution type is right for you?

Compare pre-tax, Roth 401(k), and after-tax contributions to see which fit best with your savings goal.

Contributions from Edward Jones

The firm matches contributions to the 401(k) and contributes to eligible associates' HSA based on medical plan enrollment.

Health and dependent care spending accounts

Edward Jones offers a Health Savings Account and multiple flexible spending accounts that allow you to set aside pre-tax dollars to spend on eligible health and dependent care expenses.

Save on adoption and education

Get reimbursed for eligible adoption and tuition expenses, and take advantage of helpful resources and referrals.

Free financial and legal resources

Get free financial and legal phone consultations, plus access to free online resources and budgeting tools.

Make active 401(k) elections

Even though you're automatically enrolled in the 401(k), you can change your percentage amount, contribution type, and investment options at any time.

Create a budget

Download this worksheet to help you understand your monthly savings and expenses.

Designate or update your beneficiaries

Protect the people you care about most and ensure your wishes are met.

Plan your estate

Estate strategies aren't just for the wealthy. Make sure you consider yours.

HQ Investment Services for Home Office Associates

Take advantage of onsite financial planning assistance and education opportunities. Visit JonesNet > Associate Info > HQ Investment Services to learn more.

Prepare for retirement

From determining your retirement date to understanding what happens to your benefits when you retire, we have the information you need to be ready.

Are you prepared?

Download and explore this guide to ensure the unexpected doesn't derail what you've worked so hard to achieve.

Explore life insurance options

Learn about basic coverage the firm provides as well as options to elect more coverage for yourself and your eligible dependents.

Learn more about AD&D insurance

In addition to firm-paid basic coverage, you can elect supplemental coverage for you and your family to protect you in the event of a serious accident.

Designate or update your beneficiaries

Protect the people you care about most and ensure your wishes are met.

Plan your estate

Estate strategies aren't just for the wealthy. Make sure you consider yours.

Learn about your benefits