Wealth strategies

Living life on your terms calls for solutions to build and protect your wealth. Our account and service offerings focus on your goals to help create a better future not only for you and those around you, but for future generations as well.

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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.

Edward Jones Guided Solutions®

If you enjoy playing a role in the management of your investments, but like having guidance from your financial advisor and tools to keep you on track, Guided Solutions may be the choice for you.

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Edward Jones Advisory Solutions®

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 wealth management decisions to a team of Edward Jones research analysts.

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What account type is best for you?

Edward Jones Guided Solutions®

Flex Account Minimum

$25,000

Fund Account Minimum

$5,000

Hands-on

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

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.
     

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.

 

 

 

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Edward Jones Advisory Solutions®

Fund Models Minimum

$25,000

UMA Models Minimum

$500,000

Delegated

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

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.

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 wealth management team will review your model for tax management purposes.

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Ongoing support

Having offices with financial advisors in your neighborhood sets us apart. But your financial advisor isn't alone. Along with a dedicated branch office administrator, your financial advisor is supported by more than 7,000 associates in our headquarters.

Client Consultation Group

This team has deep knowledge and experience in areas such as retirement income planning, tax-sensitive portfolio construction, business sale/succession considerations and wealth management. They'll partner with you and your tax advisor, attorney and financial advisor to address your unique situation.

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Find a Financial Advisor

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.