Work Toward Your Goals with Edward Jones: Find Out How

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Pursue a life that feels rich with a financial advisor who gets to know you, not just about you.

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You've already made progress toward growing your wealth. Now start shaping it into meaning. An Edward Jones financial advisor can help you build on your foundation while staying true to what matters most to you. Let's find your rich.

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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.
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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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