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.
Many of the investments available through Edward Jones 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 note that the Administrative Fee in Advisory Solutions Fund Models does not apply to Benefit Plan accounts as defined in the Brochure. 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 and, for accounts of $50,000 or more, individual bonds and CDs. Within the Guided Solutions Fund Account, SEP, SIMPLE and Owner K® Accounts with an initial investment of less than $5,000 can only invest in up to seven mutual funds and are not eligible to invest in or hold ETFs. There is no account minimum for SEP, SIMPLE and Owner K® accounts in the Guided Solutions Fund Account. Please review the applicable Edward Jones Guided Solutions Brochure for more information.
The Edward Jones Select Retirement Account and Select Mutual Fund Retirement Account are not available for pooled employer retirement plans. Contact your financial advisor to determine whether your retirement account is eligible. If you want to purchase a fixed annuity in a qualified account, you can do so in the Fixed Annuity Account. In the Edward Jones Select Retirement Account, registered fixed annuities (those sold by prospectus) may be held and/or renewed but may not be purchased. Individual retirement assets are calculated as the total amount in retirement assets one person holds in an Edward Jones relationship. A relationship refers to your accounts that have been been grouped together based on a shared goal for planning purposes.