Edward Jones

Morgan Stanley, founded in 1935, is a security brokerage firm that provides a variety of financial services to individual and business customers. It offers a range of services, such as asset allocation, financial counseling, property management and alternative investment. Its structured investment services are used to help clients achieve investment objectives by reducing the risk exposure of portfolios and providing access to a variety of assets, including stocks, bonds, interest rates, currencies and commodities. The firm also offers a range of credit and lending services for individual investors, including home financing and lending programs. The firm is located in Walnut Creek, Calif.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.