Overview
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is an asset allocation 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).
Unless expressly agreed to in writing, Edward Jones will not provide any advisory services to a plan. The plan fiduciary can request an Advisory Solutions proposal from an Edward Jones financial advisor. The proposal and applicable Client Services Agreement, Schedule of Fees and Brochure contain information about advisory fees, services and conflicts of interest.
Fees and expenses
Edward Jones charges an annualized fee, based on the value of assets held in the client's account. For additional details, see Investment Advisory.
