Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More
If your Edward Jones branch is temporarily closed due to Tropical Storm Isaias and you need assistance, please call Client Relations at 1-800-511-5768 (Monday – Friday, 7 a.m. – 7 p.m. CT).
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.