Continuing to serve you in a thoughtful way.

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

Investment Advisory

View, print or save the most recent account documents for each investment advisory program below. Have questions? Check with your financial advisor for more information.

Agreements, brochures and fee schedules:

All accounts that participate in an investment advisory program also have an account-level agreement. The Edward Jones Trust Company acts as the custodian for certain Individual Retirement Accounts. For these IRA Custodial Agreements see:

For all other account-level agreements see:

For additional information regarding the trading practices of discretionary third-party managers participating in our Wrap Fee Programs, please see below:

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