Statement Disclosures

About Edward Jones

Edward D. Jones & Co., L.P. is dually registered with the Securities and Exchange Commission (SEC) as a broker−dealer and an investment advisor. Edward Jones is also a member of FINRA.

Statement of Financial Condition

Edward Jones' statement of financial condition is available for your personal review:

  • at your local branch office
  • in the About Us section of our website
  • by mail upon written request

About Your Account

Account Information − Your Account Agreement contains the complete conditions that govern your account. Please contact your financial advisor if you have any changes to your financial situation, contact information or investment objectives.

Account Safety − Please review your statement carefully. If you believe there are errors on your account, you must notify us promptly of your concerns. You may either contact our Client Relations department or your financial advisor. You should re−confirm any oral communication by sending us a letter within 30 days to protect your rights, including your rights under the Securities Investor Protection Act (SIPA).

Errors or Questions about your Electronic Transfers − Contact Client Relations at (800) 441−2357.

Complaints about Your Account − If you have a complaint please call (800) 441-2357 or send a letter to Edward Jones, Attn: Complaints Dept., 12555 Manchester Road, St. Louis, MO 63131.

Withholding on Distributions or Withdrawals − Federal law requires Edward Jones to withhold income tax on distribution(s) from your retirement accounts and other plans unless you elect not to have withholding apply. You may elect a percentage to be withheld from your distribution or not to have the withholding apply by signing and dating the appropriate form and returning it to the address specified on the form. Your election will remain in effect until you change or revoke it by returning another signed and dated form. If you do not return the form by the date your distributions are scheduled to begin, Federal income tax will be withheld. If you do not have enough income tax withheld from your distributions, you may need to pay estimated tax. You may incur penalties if the amounts withheld and your estimated tax payments are not equal to the tax you owe. State withholding, if applicable, is subject to the state's withholding requirements.

Fees and charges – The "Fees and charges" amount shown in your Value Summary includes all activity fees and margin loan interest, except the dividend reinvestment fee and trade transaction fee.  The dividend reinvestment fee is reflected in the detailed activity section of this statement.  The "Fees and charges" amount does not include commissions or mark-ups from the purchase of specific investments.

Fair Market Value for Individual Retirement Accounts − Your fair market value as of December 31st will be reported to the IRS as required by law.

Rights to Your Money Market Fund, Bank Deposit and Free Credit Balances − Your free credit balances are payable on demand. You may require us to liquidate your bank deposit or money market fund balance. We will then disburse the proceeds to you or place them in your securities account. Your instructions must be made during normal business hours and are subject to terms and conditions of the Account Agreement.

Visit "Understanding Your Statement" for additional information.

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