Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Boston Investor Services, Inc ( BIS ), an administrative services firm for professional investment management firms, has been providing full-service middle and back office support to select clients for more than 16 years. Our clients focus on their investments, while outsourcing the middle and back office trade settlement, recordkeeping, compliance and reporting requirements to the professional team at BIS.
