Revenue Sharing Disclosure, Shareholder Accounting Disclosure & Inforce Contract Service Disclosure

  • Revenue Sharing Disclosure (pdf)
    This section provides information on payments known as revenue sharing that Edward Jones receives from certain mutual fund companies, 529 plan program managers, insurance companies and retirement plan providers.
  • Shareholder Accounting Disclosure (pdf)
    This section provides information on payments that Edward Jones receives based on agreements that Edward Jones has entered into with mutual fund companies to perform shareholder accounting and/or Networking services.
  • Inforce Contract Service Disclosure (pdf)
    This section provides information on payments that Edward Jones receives based on agreements that Edward Jones has entered into with insurance companies to maintain technology and provide other administrative services in support of certain issued and outstanding insurance contracts.

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