Talk with a financial advisor who puts you first

Whatever your definition of financial freedom looks like, we want to help you achieve it.

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Building on your financial foundation

As an investor, you’ve already made great progress growing your wealth. Thoughtful spending, smart investing and strategic money moves have helped put you in the driver’s seat. With Edward Jones, your financial advisor can help get you to the next level.

A financial advisor who understands you

Your financial advisor delivers tailored guidance focused on your financial growth, emotional tolerance and short- and long-term personal financial goals.

In a word, it all starts with you.

Find the account type that’s best for you

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Find the account type that’s best for you

Select Account

Advisory Solutions

Guided Solutions

No account minimum;

however, some investments require minimum purchase amounts.

Fund Models minimum:

$25,000


UMA Models minimum:

$300,000 for select portfolio objectives*

Flex Account minimum:

$25,000


Fund Account minimum:

$5,000

Hands-on

You choose your investments, and your financial advisor provides guidance. You determine when and how to make changes.

Delegated

We automatically invest your account according to your selected portfolio model.

Hands-on

You make the yes/no decisions for buys and sells.

You choose the investments

  • You build your portfolio with a range of investment choices, including stocks, bonds, CDs, mutual funds, ETFs and annuities.
     

You choose the model

  • Advisory Solutions Fund Models: Contain a mix of mutual funds and/or exchange-traded funds.
  • Advisory Solutions UMA Models: These accounts add separately managed allocations, which are professionally managed individual stocks and bonds for tax efficiencies.

You choose the investments

  • Guided Solutions Fund Account: Choices include mutual funds and exchange-traded funds (ETFs).
  • Guided Solutions Flex Account: Your choices include stocks, mutual funds and ETFs.
  • Bonds and certificates of deposit (CDs) are also available with Flex Accounts with $50,000 or more.

Learn more

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See Edward Jones' full list of account options.

*For UMA Models investing in a Balanced growth & income, Balanced toward growth, Growth focus or All-equity focus portfolio objective, including Custom Models containing SMAs, the initial minimum investment amount is $300,000, with additional options available at $500,000 and $1 million. For UMA Models investing in an Income focus or Balanced toward income portfolio objective, including Custom Models containing SMAs, the initial minimum investment amount is $500,000, with additional options available at $1 million.

Financial advisor spotlight: Jesse Abercrombie, AAMS

An Edward Jones financial advisor for more than 20 years, Jesse provides customized guidance based on his clients’ deepest values and goals. His relationships extend far beyond investments alone, as he works to deliver on each person’s unique needs.

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Jesse Abercrombie headshot