Oct 8, 2025 · Learn about investment advisers, their duties, fiduciary responsibilities, SEC registration requirements, and how they help manage and grow your financial assets.

An investment adviser is an individual or company who is paid for providing advice about securities to their clients. The term investment adviser refers to an individual or company that is registered as …

Our executive wealth management advisors offer financial planning services for you, including negotiating benefits packages, establishing tax-efficient estate planning and trust plans, tax …

Investment advisors build and manage investment portfolios. Depending on the level of assets managed, investment advisors must register with the SEC.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.