California Wildfire

If your Edward Jones branch office is temporarily closed due to the wildfires in California and you need assistance, please call our Client Relations department at 1-800-511-5768 (Monday-Friday, 7 a.m. – 7 p.m. CT) or view additional contact options.

Revenue Sharing, Shareholder Accounting, Inforce Contract and Unit Investment Trust Additional Compensation Disclosures

  • Revenue Sharing Disclosure
    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
    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
    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.
  • Unit Investment Trust Additional Compensation Information
    This section provides information on additional compensation, sometimes called a "volume concession," that Edward Jones receives from certain UIT sponsors.

Find a Financial Advisor

Find a Financial Advisor

Select a State and then enter a last name