Yes, as long as you have $500K in investable assets. That figure can include vested company shares, an IRA, a 401(k) and taxable brokerage money. Unvested RSUs and unexercised options are usually counted differently, so bring a recent statement and ask how your own holdings would be treated before assuming you qualify.
This Edward Jones Investments FAQ answers what people ask about fees, the $500K minimum, moving accounts and handling a large position in one employer's stock. Most readers ask first how the firm is paid, and that is the second answer below. The questions run from money, to the process, to the situations that come with RSUs, options and an ESPP. Every answer stands on its own.
Questions and answers
Who is Edward Jones Investments, and is it only for people with tech stock?
Edward Jones Investments is an investment management firm that serves clients nationwide by video and by phone, with an office at 1204 Boren Avenue, Seattle, WA 98101. It writes for people holding a lot of one employer's stock through options, RSUs and an ESPP, but it is open to other clients too. Edward Jones Investments serves 390,000 clients and $5.8 billion in client assets, as of 10/5/2026.
How does Edward Jones Investments get paid for managing my RSUs and other accounts?
The fee is talked through openly in the first conversation, and you get it confirmed in writing before any work begins. Edward Jones Investments doesn't ask you to agree to anything on the spot. For comparison only, a hypothetical 1% fee on $500,000 is $5,000 annually, so ask for the exact arrangement and read it at home.
Is the $500K minimum counted with my vested shares and 401(k)?
Do I pay anything just to talk before I hire Edward Jones Investments?
Not necessarily. Edward Jones Investments will tell you at the first conversation what the meeting costs and what you'd pay after that, and it confirms the fee arrangement in writing before work begins. Nothing starts until you've read it. If you decide not to go ahead, you've committed to nothing beyond the conversation itself.
What does Edward Jones Investments actually do in the first year with a new client?
It starts with a conversation about your holdings, your spending and how much of your net worth sits in one stock. Over the first year, Edward Jones Investments builds your playbook, estimates the tax bill before any sale and phases in changes. Expect a first draft within several weeks, then reviews. Every investment carries the risk of loss, including the money originally invested.
My old employer's 401(k) and my vested shares are at two other firms. What has to move?
Your options are different accounts with different rules, so they don't all move the same way. A 401(k) at a former employer can usually be rolled over, while vested shares in a brokerage account can be transferred as they are. Edward Jones Investments checks the cost basis first, because selling shares to move them can create a tax bill you didn't plan for.
Should I sell my concentrated stock all at once or in steps?
Selling in a lump is faster, and selling in steps is usually easier on the tax return. Say you hold $400,000 of one stock and sell $100,000 in each of 4 quarters. Each sale lands in a different period, so you can react if the price or your income changes. Edward Jones Investments estimates the tax first, then you choose.
When should I sell shares from my employee stock purchase plan?
The plain answer is that it depends on the vest and sale dates. Shares you sell within a year of buying through an ESPP are generally taxed differently than shares held longer, so the date matters. Edward Jones Investments looks at your enrollment paperwork and purchase dates before suggesting a sale. Check the current IRS rules for your plan.
Can savings built on RSUs be turned into monthly income?
Yes, but the work starts with your own numbers. The monthly figure comes from your spending, not from a market guess. If you need $10,000 monthly and have $2.4 million, that is $120,000 annually, or 5% of the portfolio. Edward Jones Investments sets which account pays first, and withdrawals can still be affected by markets falling.
Can my spouse or adult daughter join the meetings?
Yes, bring them in whenever they matter. A spouse or adult child can join video or phone meetings, and they often should if they'd inherit or manage the accounts. Edward Jones Investments schedules by appointment, so you pick a time that works for everyone. Share what you want them to see first, such as the vesting schedule.
If I'm not happy after a year, can I leave or pause the relationship?
No, you can leave at any time, and the written agreement you receive before work begins tells you how. Edward Jones Investments doesn't ask you to stay for a fixed period. Before you go, ask what moving accounts out would cost, because selling positions to transfer them can trigger taxes. Check this against your paperwork.
What are the hours, and how fast do messages get answered?
Meetings are by appointment, held by video or by phone, so there are no walk-in hours to plan around. Response times aren't published here. Ask in the first conversation how quickly messages are answered and who replies, and have that confirmed in writing. Send your request through the form on this site, since no phone number is published.