Edward Jones Introduces New Model to Serve HNW Clients

Edward Jones is introducing its inaugural private client services offering, Edward Jones Generations, tailored for U.S. high-net-worth clients with at least $10 million in investable assets. The service will launch in the second quarter of 2025, with a broader rollout planned for 2026.

Edward Jones Generations unites home office professionals with tax and legal experts from Ernst & Young and Husch Blackwell, collaborating with financial advisors and client support teams. Clients gain access to cash flow analysis, trust and estate planning, philanthropy strategies, and business owner support.

“Our 9 million clients include high net worth individuals, and we know they have very unique needs,” said David Chubak, head of U.S. business unit and branch development at Edward Jones. “Our goal is to help them, and their families, balance their lifestyle, legacy and long-term impact for generations to come.”

Edward Jones Generations clients, in partnership with EY and Husch Blackwell, will receive tax and estate planning services encompassing detailed analysis, expert advice, estate planning documentation, and tax filing preparation. Additionally, clients can tap into an enhanced network of third-party referrals for specialized needs, such as real estate transactions, niche insurance, family governance, business succession planning, and executive health screenings.

Edward Jones boasts over 20,000 financial advisors across the U.S. and manages more than $2.2 trillion in client assets. By the end of 2023, the firm served over 400,000 high-net-worth clients.