The new service is for clients with at least $10 million of investible assets.

US firm Edward Jones has launched its first private client services offering for HNW clients.

Called Edward Jones Generations™, it offers expanded advice, planning, products and services. It will be available to “select clients” in the second quarter of 2025 and will expand further in 2026. 

The offering is aimed at people with at least $10 million of investible assets. It blends a team of home office professionals and tax and legal representatives from EY and Husch Blackwell, along with financial advisors and client support team members.

"Our focus is on truly understanding our clients and what they value," David Chubak, head of US business unit and branch development at Edward Jones, said. 

HNW clients also have access to the Edward Jones Trust Company and the Client Consultation Group.