Our Guidance. Your Choice.
No two investors are alike. That's why we offer many account options that let you decide how you work with us. From hands-on accounts that put you in control, to choices with built-in guidance, the decision is yours.
Which approach is right for you? Explore the account options below.
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Choosing your account options
Everyone has unique financial goals and Edward Jones offers many different ways to help you achieve them. From hands-on accounts to accounts that delegate much of the decision making, we'll help you find the approach that works best for you.
Traditional Brokerage Account
Hands-on approach with a wide range of investment choices including stocks, bonds, UITs, ETFs and mutual funds
Edward Jones Guided Solutions® Flex Account
Hands-on approach with guardrails, account alerts and a flexible choice of investment options including stocks, bonds, ETFs and mutual funds
Edward Jones Guided Solutions® Fund Account
Hands-on approach with guardrails, built-in rebalancing, as well as an extensive list of investment options including ETFs and mutual funds
Edward Jones Advisory Solutions® Fund Models
Delegated approach to portfolio management with portfolio models that include a mix of mutual funds and/or ETFs
Edward Jones Advisory Solutions® UMA Models
Delegated approach to portfolio management with portfolio models that include mutual funds, ETFs and separately managed allocations for potential tax management opportunities
Many of the investments available in Guided Solutions and Advisory Solutions are offered by prospectus. You should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other important information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is an asset allocation program that provides investment advisory services. Depending on a client’s minimum investment, a client can select Fund Models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please review the applicable Edward Jones Advisory Solutions Brochure for more information.
Edward Jones Guided Solutions® is a client-directed advisory program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client’s minimum investment, a client can select a Guided Solutions Fund Account, which permits investment in eligible mutual funds and exchange-traded funds (ETFs), or a Guided Solutions Flex Account, which also permits investment in eligible stocks, CDs and bonds in accounts of $50,000 or more. Please review the applicable Edward Jones Guided Solutions Brochure for more information.