Edward Jones Broadens HNW Services with New Hubs, Advisor Training

Edward Jones has announced a multi-pronged expansion of its high-net-worth services, including the opening of four new physical hubs, enhanced training for financial advisors, and an expanded suite of investment products through Edward Jones Generations, its first private client service launched in May. 

The first hub debuted in Scottsdale, AZ, in August, with additional locations planned in St. Louis this fall, West Palm Beach in October, and Dallas in early 2026. “Hubs exclusively cater to high-net-worth clients, providing an elevated meeting space and experience tailored to their unique needs and aspirations,” said Tom Lewandowski, principal and head of the high net worth segment at Edward Jones. 

To support advisors, the firm is launching a new “hands-on” practice management program aimed at helping selected advisors grow their businesses while deepening their expertise in advanced planning and complex investment solutions. 

Edward Jones is also broadening its HNW product lineup to include exchange funds, expanded access to alternative investments, a wider range of separately managed accounts, automated managed transitions within its Advisory Solutions UMA platform, and a private Donor Advised Fund. “We are committed to providing our financial advisors with choice and flexibility in how they build and manage their practices, and the resources and support to be successful,” Lewandowski added. 

Pictured: Scottsdale Generations hub (photo credited to Andrew Pielage).