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
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 choose the model
| You choose the investments
|
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.
Get StartedImportant information:
Certain brokerage accounts are not part of the Select Account program, including some non-ERISA and ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Annuity purchases within Select Accounts may require a minimum investment (generally $10,000). For details about account eligibility and requirements, please contact your financial advisor.
Edward Jones is a dually registered broker-dealer and investment adviser offering advisory programs such as Advisory Solutions® and Guided Solutions®, both of which provide ongoing investment advice and services for an asset-based fee. Clients are assessed an annualized fee based on account value, billed monthly, and also indirectly bear the internal expenses of underlying investments such as mutual funds and ETFs. Please review the applicable program brochure for complete information on fees, expenses and features.
Many investments available through these programs are offered by prospectus. You should carefully consider investment objectives, risks, and charges and expenses before investing. The prospectus contains this and other important information, and your Edward Jones financial advisor can provide one for your review.
Additional considerations for Advisory Solutions include potential tax consequences from rebalancing, as it may result in a taxable event. Automatic rebalancing and asset allocation strategies do not guarantee a profit or protect against loss.
All investments involve risk, and there are no guarantees; the value of investments may fluctuate, and you may gain or lose money.