Investment Advisory

Each type of investment advisory service has a specific agreement, brochure and fee schedule. The latest version of these agreements, brochures and fee schedules is available here for you to view or print:

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:

Find a Financial Advisor

Find a Financial Advisor

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