What Happens to Your Edward Jones Account When You Die
Quick Facts
Phone
1-800-803-3333
Advisors
19,000+ offices
IRA
Time-sensitive
Step-by-Step Guide
Contact the deceased's Edward Jones advisor directly
Edward Jones operates through individual financial advisors. The advisor likely has a personal relationship with the family. Call the local office first.
If no advisor known, call 1-800-803-3333
Central support can locate the account and connect you with the servicing branch.
Submit estate documentation
Death cert, letters testamentary, your ID. IRA accounts follow standard inherited IRA rules.
Document Now Checklist
- Edward Jones advisor name and phone
- Account numbers
- Beneficiary designations
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Edward Jones. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
PayPal
PayPal balances are estate assets. Recurring payments continue until cancelled by executor.
Venmo
Venmo balance is an estate asset. Family cannot access the social feed or transaction history directly.
Cash App
If you hold Bitcoin in Cash App, document this separately — crypto recovery requires additional steps.
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