Having a long-term plan for your future doesn't mean you have to be involved in day-to-day investing decisions. Advisory Solutions lets you delegate these decisions to a team of Edward Jones research analysts.
With Advisory Solutions Fund Models you can choose from more than 90 Research Models containing a variety of mutual funds and exchange-traded funds (ETFs).
In addition to a mix of mutual funds and ETFs, Advisory Solutions Unified Managed Account (UMA) Models provide the benefit of owning separately managed allocations (SMAs), which are professionally managed individual stocks and bonds.
The guidance developed by Edward Jones' investing professionals serves as the foundation for both Advisory Solutions options.
Select an account option to learn more:
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.
Many of the investments in Advisory Solutions are offered by prospectus. You should consider the investment objective, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.