To contact Edward Jones Investments, fill out the request form and write a few lines about what you hold, such as RSUs, options or ESPP shares in one company. The office is at 1204 Boren Avenue, Seattle, WA 98101, United States.
After the first conversation, you decide whether to go further. Nothing is decided before it: no account is opened, nothing is sold and no agreement is signed. A reply usually comes within a few business days.
Pick the way to reach us that fits your week
There are three ways in. The request form suits most people, because you can write it between meetings and add the details that matter: which company's stock, roughly what share of your net worth it is, and the next vest or ESPP purchase date.
A phone call suits you if you'd rather explain in a few minutes than type. The Seattle office suits you if you're local and like a table and paper. Phone isn't published here, so start with the form and ask for the call there.
What happens to the grant details you send
The details from the form are used to prepare for your first conversation. That's the whole job. A note like "about 40% of my net worth is in one stock, options expire next year" lets the advisor come with questions instead of a script.
Leave out passwords and full account numbers. Rough figures are fine for now.
How we both find out if this fits
The first conversation is a two-way check. You hear how Edward Jones Investments looks at risk capacity, meaning what your spending can afford to lose, and we hear what you own and what worries you. The client minimum is $500K in investable assets.
The fee is talked through openly in that conversation and confirmed in writing before work begins. If it isn't a fit, you walk away with a better list of questions. Every investment carries the risk of loss, including the money you originally put in.
Meet by video, by phone or in Seattle
Edward Jones Investments works with clients nationwide, and most meetings happen on a screen or a call. If you're near Seattle and prefer a room, ask for an in-person slot at the Boren Avenue office.
Edward Jones Investments contact details
Edward Jones Investments, LLC
1204 Boren Avenue, Seattle, WA 98101, United States Phone:
Areas we serve
All 50 states, with meetings by video or phone; office visits in Seattle.
Request a conversation
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Your questions about Edward Jones Investments, answered
What are the hours if I can only talk after my vesting-day meetings?
Edward Jones Investments meets by appointment, so there are no walk-in hours to plan around. You pick a slot by video, by phone or at the Seattle office, which helps when your day is built around a trading window or a vest date. Mention the time zone you work in on the request form.
How soon does someone answer a message about my RSUs and option grants?
Someone usually replies within a few business days, and no exact time is promised. If your RSUs vest soon or an option expiration is close, say so in the first line of the form so the reply can address it first. The reply proposes meeting times; it doesn't ask for account numbers.
What happens to the stock plan details I put in the request form?
The details you send through the form are used to prepare for the first conversation, such as your note about a concentrated stock position. Share only what you're comfortable with: rough totals are enough, and you don't need passwords, full account numbers or your Social Security number. Bring grant documents to the meeting if you like.
