Introducing Edward Jones Ventures

Edward Jones  has introduced Edward Jones Ventures, a new venture investment initiative aimed at developing and supporting products, services, and technologies that address client needs and expand service offerings to new client segments.

The capability focuses on external opportunities while allowing the firm’s core teams to maintain their focus on existing business priorities.

The Edward Jones Ventures team is tasked with conducting research, creating prototypes, and advancing ideas through investments, business incubation, and pilot programs.

The portfolio includes partnerships with Porch Financial to enhance access to insurance products and streamline annuity processes; Waterlily , which uses AI to assist in long-term care planning; Vanilla , an estate advisory platform tailored for wealth management; and Goalsetter , a platform for family-oriented financial education and planning.

Edward Jones Ventures operates under JFCA LLC, an Edward Jones affiliate, with some investments made prior to the formal establishment of the Ventures program.

The firm, which supports over 8 million clients and manages $2.2 trillion in assets, views this initiative as an extension of its long-standing commitment to providing tailored financial solutions and expanding its reach.