In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn More
Edward Jones offers clients electronic access to brochures and brochure supplements for the Overlay Manager and Separately Managed Allocation Managers (collectively referred to as "SMA Managers") that provide discretionary portfolio management and/or trade execution for Edward Jones Advisory Solutions® Unified Managed Account Models ("UMA Models"). Your consent to electronic delivery applies to delivery of the brochures and brochure supplements on behalf of the Overlay Manager and certain SMA Managers.
Brochures for the Overlay Manager and all SMA Managers, discretionary or non-discretionary, can be found at www.adviserinfo.sec.gov. You may request a paper copy of any brochure or prospectus (for mutual funds, exchange traded funds and money market funds (collectively referred to as "Program Funds" offered through Edward Jones Advisory Solutions®)) by contacting your Edward Jones financial advisor. A paper copy will be delivered to you at no cost.