Edward Jones Financial Advisor Managed Solutions

Important information:

Edward Jones Financial Advisor Managed Solutions™ is a financial advisor managed discretionary wrap fee program offered by Edward Jones as an investment adviser. It is designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee.

The minimum initial investment amount for this program is $25,000. The client’s financial advisor (and, in some cases, the financial advisor’s team) can invest in various eligible investments, including eligible stocks, mutual funds, exchange traded funds (ETFs), and, for accounts of $50,000 or more, individual bonds, CDs and cash equivalents.

Please review the Edward Jones Financial Advisor Managed Solutions™ brochure for more information.

Many of the investments available in Financial Advisor Managed Solutions are offered by prospectus. You should consider the investment objectives, risks, and charges and expenses carefully before investing. The prospectus contains this and other important information.

Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.

Rebalancing a Financial Advisor Managed Solutions account may result in a taxable event. Please contact your tax professional regarding your situation. Rebalancing and asset allocation do not guarantee a profit or protect against loss in a declining market.