What is the average return on Edward Jones investments? (2024)

What is the average return on Edward Jones investments?

All periods show annualized returns. All data is for the period ending 12/31/2022. Past performance is not a guarantee of future results. Since inception in January 1993, the Edward Jones Stock Focus List has provided an average annual total return of 9.6% compared to 9.5% for the S&P 500.

What is the return of Edward Jones portfolio?

Returns for different portfolio objectives

Our expectations are for fixed-income returns to average 3% to 4.25%. Therefore, if your portfolio objective is balanced growth and income, for example, you can expect a long-term average return between 4.5% and 6.5%.

Is it good to invest with Edward Jones?

Verdict — Is Edward Jones worth it? For the average investor, Edward Jones is probably not the best choice. You could spend more time learning about making investment decisions by yourself and choose a platform with lower fees.

What is the interest rate on a money market at Edward Jones?

What is a realistic rate of return on investments?

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation.

Why do people invest with Edward Jones?

The Edward Jones advantage

Your financial goals are unique, and we help identify and define them so you can turn your ideal future into a reality. That's why you'll build personal connections with your financial advisor throughout your partnership.

Where does Edward Jones rank as an investment firm?

Financial services firm Edward Jones has been named to Fortune® magazine's 2023 list of the World's Most Admired Companies, a recognition of the most respected and reputable companies globally. The firm ranked No. 5 in the Securities/Asset Management industry category.

Is my money safe with Edward Jones?

Edward Jones offers solutions that provide Federal Deposit Insurance Corporation (FDIC) protection for money you're saving or need to spend in the near future.

Are Edward Jones financial advisors worth it?

All Edward Jones advisors are fiduciaries and are legally bound to act in their clients' best interests. However, Edward Jones is not worth the fees. The services provided by Edward Jones are quite basic, and most individuals can achieve similar results with minimal research and a little bit of know-how.

Why are Edward Jones CD rates so high?

The reason for the high rates is that Edward Jones is a broker that buys CDs in bulk from other banks and resells them at competitive rates. Because Edward Jones offers brokered CDs, there are a few elements that work differently than CDs from traditional banks.

Who has the highest 12 month CD rate?

What is the highest paying CD rate right now?

Who pays the highest interest on money market accounts?

How much money do I need to invest to make $1000 a month?

Calculate the Investment Needed: To earn $1,000 per month, or $12,000 per year, at a 3% yield, you'd need to invest a total of about $400,000.

What is the safest investment with the highest return?

How much money do I need to invest to make $3000 a month?

Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.

Is Edward Jones financially stable?

By the end of 2022, its 100th anniversary as a firm, Edward Jones counted more than 8 million clients in the U.S. and Canada. Despite slumping stock and bond values, net new assets jumped 10% year over year to $98.6 billion in 2022.

How does Edward Jones rank as a financial advisor?

1 in national survey of financial advisors.

Who is Edward Jones competition?

Competitors to Edward Jones are Vanguard, Fidelity Investments, Schwab, Morgan Stanley, Wells Fargo, Merrill Lynch, Raymond James, Franklin Templeton, TD Ameritrade, E*TRADE.

Is Edward Jones more expensive than Fidelity?

Edward Jones centers its services around personalized financial advice, so its fees may be a little higher than Fidelity Investments' fees. Fees change depending on which service you choose and how much you invest.

Is Edward Jones or Vanguard better?

assuming no risk whatsoever. Just buying a target retirement date fund through vanguard and never looking at it again would probably be a better strategy than using Edward Jones if simplicity, diversity and low fees are your goals.

How much do top Edward Jones advisors make?

The estimated total pay range for a Financial Advisor at Edward Jones is $165K–$303K per year, which includes base salary and additional pay. The average Financial Advisor base salary at Edward Jones is $104K per year.

What happens if Edward Jones goes under?

If Edward Jones experiences financial difficulties, the Securities Investor Protection Corporation (SIPC) protects securities and cash in your account.

What is the average account at Edward Jones?

What is the average client balance at Edward Jones? While Edward Jones advises clients across a variety of portfolio sizes, the average client balance is currently $173,144. In total, Edward Jones manages $593.1 billion in assets.

Is Edward Jones a true fiduciary?

Advisors at Edward Jones are not bound to the fiduciary standard at the brokerage level. The firm's advisors working with institutional plans are, though. Edward Jones advisors who have earned the right to use the CFP or CFA marks are required to act as fiduciaries.