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Build your wealth your way

Choose the level of support you're comfortable with – from a hands-on approach using our guidance and tools to a team of professionals who partner with you and your tax advisor, attorney and financial advisor to address your unique situation.

What account type is best for you?

Edward Jones Advisory Solutions^®	Edward Jones Guided Solutions^®	Edward Jones Financial Advisor Managed Solutions®
Fund Models Minimum $25,000	Flex Account Minimum $25,000	Available through select financial advisors
UMA Models Minimum $300,000 for select portfolio objectives*	Fund Account Minimum $5,000	Account Minimum $25,000
Delegated We automatically invest your account according to your selected portfolio model.	Hands-on When building your portfolio, you make the yes/no decisions for buys and sells.	Delegated Your financial advisor invests your account according to your selected portfolio objective and makes all buy/sell decisions for you.
You choose the model Advisory Solutions Fund Models: These accounts 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: Your 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.	Your financial advisor chooses the investments Choices include stocks, mutual funds and ETFs. Bonds and certificates of deposit (CDs) are also available with FA Managed Solutions Accounts with $50,000 or more.
Other account features An Advisory Solutions Fund Models account offers ongoing portfolio rebalancing and quarterly performance reports. You meet with your Edward Jones financial advisor at least once a year to review your progress. An Advisory Solutions UMA Models account offers everything our Fund models do, plus a specialized management team will review your model for tax management purposes.	Other account features A Guided Solutions Fund Account offers built-in, automated portfolio rebalancing. A Guided Solutions Flex Account alerts you if your portfolio moves out of the range set by your goals, so you know to work with your Edward Jones financial advisor to make adjustments.	Other account features A Financial Advisor Managed Solutions Account alerts your financial advisor if your portfolio moves out of the range set by your goals, so they know to make adjustments.
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Edward Jones Advisory Solutions^®

Edward Jones Guided Solutions^®

Edward Jones Financial Advisor Managed Solutions®

Fund Models Minimum

$25,000

Flex Account Minimum

$25,000

Available through select financial advisors

UMA Models Minimum

$300,000 for select portfolio objectives*

Fund Account Minimum

$5,000

Account Minimum

$25,000

Delegated

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

Hands-on

When building your portfolio, you make the yes/no decisions for buys and sells.

Delegated

Your financial advisor invests your account according to your selected portfolio objective and makes all buy/sell decisions for you.

You choose the model

Advisory Solutions Fund Models: These accounts 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: Your 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.

Your financial advisor chooses the investments

Choices include stocks, mutual funds and ETFs.
Bonds and certificates of deposit (CDs) are also available with FA Managed Solutions Accounts with $50,000 or more.

Other account features

An Advisory Solutions Fund Models account offers ongoing portfolio rebalancing and quarterly performance reports. You meet with your Edward Jones financial advisor at least once a year to review your progress.
An Advisory Solutions UMA Models account offers everything our Fund models do, plus a specialized management team will review your model for tax management purposes.

Other account features

A Guided Solutions Fund Account offers built-in, automated portfolio rebalancing.
A Guided Solutions Flex Account alerts you if your portfolio moves out of the range set by your goals, so you know to work with your Edward Jones financial advisor to make adjustments.

Other account features

A Financial Advisor Managed Solutions Account alerts your financial advisor if your portfolio moves out of the range set by your goals, so they know to make adjustments.

Learn More

^{* 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.}

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Important information:

Many of the investments in Advisory Solutions and Guided 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.

Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions^® is a wrap fee 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.

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 certain criteria, a client can select a Guided Solutions Fund Account or a Guided Solutions Flex Account. Please review the applicable Edward Jones Guided Solutions Brochure for more information.

All investment strategies and investments involve risk, and the value of your account will fluctuate. As a result, your account may be worth more or less than the amount of money you invested.