Name: Inside the High Net Worth Brand at Edward Jones Investments
Uploaded: 2025-12-15T19:14:00Z
Duration: 2 min 41 s
Description: Penny Pennington, managing partner of Edward Jones Investments, tells Barron’s Andy Serwer about the “experience” of being a high net worth client and her thoughts on alternatives.

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Penny Pennington, managing partner of Edward Jones Investments, tells Barron’s Andy Serwer about the “experience” of being a high net worth client and her thoughts on alternatives.

https://m.wsj.net/video/20251215/a0f36429-92e9-4ca9-88e3-e176302e5b14/1/hls/manifest-hd-wifi.m3u8

Inside the High Net Worth Brand at Edward Jones Investments

You mentioned also the high net worth business, moving into that, also alternative investments. I know you're keen on perhaps offering that. When you go into a higher demographic though, you're gonna be bumping up against firms like Morgan Stanley. How do you look to compete against them A and then B are alts really good for retail investors?

All right-

That's a lot.

Two big questions. That's a lot. Let's answer the first one first. Our high net worth brand is an experience, generations is what we call this. And it's an experience, it's an experience of more sophisticated financial planning, of having a multiple generations of a family, a client surrounded by senior planners, investment managers, estate attorneys, CPA advice, philanthropy planners. And one of the things that makes this very different is that we do not supplant the trusted relationship that those clients have with the Edward Jones financial advisor. This intact team surrounds that family and this financial advisor with always on advice for that family as they move through the next stages of their life. So that's one of the things that makes the experience very different. You mentioned the alts and a more sophisticated product shelf. Edward Jones has always been known for the access that we provide to high quality investments. We will always be known for that. As we think about the needs of different clients at different stages of their lives, clients that we're talking about here are those who've amassed a greater amount of wealth, that means more complex needs and a greater need to have a well diversified portfolio. In the world that we live in today, getting asset class diversification has actually become harder and it requires those clients to think about going into different kinds of asset classes, including private securities. So alternatives, private credit, private equity, something that is available through generations. It's not available to all of our clients and frankly it shouldn't be available to all of our clients. My 30-year-old daughters who are buying homes, building up emergency cash funds, funding school for their kids, they don't need alts in their portfolio, but those who are of higher net worth who need to spread that money out in a more diverse and even more diversified way, we are giving them qualified access to those kinds of investments.