★ EDWARD JONES · ADVISOR REVIEW · 2026

The small-town advisor brand.

Edward Jones is an American-headquartered full-service brokerage operating ~700 offices across Canada. Each office typically has one financial advisor + one branch admin — small, personalized branch model. Targets retirees and "Main Street" investors with $250K-$2M in assets. Charges traditional 1.0-1.35% advisory fees on managed portfolios. Strong on long-term relationships, weaker on alternative investments and tax planning.

7.6/10
★ AT A GLANCE

The numbers

FOUNDED1922US · Canadian arm 1994
OFFICES700+Across Canada
FEE1.0-1.35%Annual on AUM
CLIENTS1M+Canadian
★ THE RELATIONSHIP PREMIUM

You're paying ~1.15% annually for genuinely personalized service — an advisor who knows your name, returns calls within hours, and meets quarterly. Compared to a robo-advisor at 0.50% or self-directed at 0.10%, that's an extra $6,500/yr on a $1M portfolio. Worth it if you'd otherwise not invest (the "behavioral" value of having someone stop you from panicking in 2020-style crashes is real). Not worth it if you're disciplined and would invest in low-cost ETFs anyway.