Support Support. Spend a few minutes learning about why individuals from all backgrounds are drawn to the financial advisor career with Edward Jones. You can find contact details for Edward Jones above. Your account is subject to a minimum monthly fee, which could make the Program Fee higher than 1.35%. From our Managed Account Program to our Client Consultation Team, you can find the right solutions to meet your needs. Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services. All rights reserved. Member SIPC. Many of the investments in Advisory Solutions are offered by prospectus. There are better options than Edward Jones (Edward Jones charges expensive fees and profits a lot). Select a State and then enter a last name. When finished continue to the next region. Member SIPC. The national average for fee-based advisors is just over 1% of assets. Edward Jones has close to $900 billion in client assets, with $140 billion in its advisory solutions program, including the nascent set of Bridge Builder funds. The Portfolio Strategy Fee covers professional portfolio management, including model construction and active management, and for UMA Models, overlay management. Select a State and then enter a last name. Please review the applicable Edward Jones Advisory Solutions Brochure for more information. We are thoughtfully evaluating our office openings and in-person appointments. The services offered within this site are available exclusively through our U.S. financial advisors. The wealth management service, known as Advisory Solutions, allows clients to invest in a professionally managed portfolio. Edward Jones is a dually registered broker-dealer and investment adviser. I became a CFP professional in 2016 to better serve my client's individual Financial strategies. We are thoughtfully evaluating our office openings and in-person appointments. Please review the applicable Edward Jones Advisory Solutions Brochure for more information. I have 11 years of experience working in financial-related fields and 10 years as an entrepreneur. Enter a last name. Edward Jones, the St. Louis, Missouri-based full-service brokerage firm, is one of the most recognizable names in its industry. Use the following Play/Pause button to start and stop the video player. Having a long-term plan for your future doesn't mean you have to be involved in day-to-day investing decisions. Estate Planning and Trust Services. I started my career with Edward Jones as an intern, both Missouri and Kansas. Edward Jones Advisory Solutions Fund Models, Edward Jones Advisory Solutions UMA Models. We will monitor your account and automatically rebalance it if it drifts from your model's target allocation ranges. Edward Jones is a dually registered broker-dealer and investment adviser. Learn more. You should consider the investment objective, risks, and charges and expenses carefully before investing. Financial Advisor … I realized software was a generic way of helping a lot of people, but Edward Jones provided me with a better platform to create optimal, personalized solutions for the specific needs and investment goals of my clients. This time I thought I found a good advisor… Set as My Financial Advisor; Not My Financial Advisor; Your Financial Advisor: Kevin W Van Balen, 1200 Lambton Mall Road |Unit #4, Sarnia, ON N7S 5R6. Select a State and then enter a last name. I have always been passionate about business and investing. Edward Jones’ billing cycle is subject to change without notice. Many of the investments in Advisory Solutions are offered by prospectus. At Edward Jones, we pride ourselves in being able to provide independent financial advice based on a deep understanding of your unique financial needs. Learn More. Edward Jones offers clients electronic access to brochures and brochure supplements for the Overlay Manager and Separately Managed Allocation Managers (collectively referred to as "SMA Managers") that provide discretionary portfolio management and/or trade execution for Edward Jones Advisory Solutions ® Unified Managed Account Models ("UMA Models"). Edward Jones Fees Disclaimer. The training, unlimited income potential, work-life balance and the ability to make a difference in your community found at Edward Jones is unmatched in the financial services industry. The Edward Jones Financial Advisor Opportunity Webinar Are you searching for a career opportunity with unlimited earning potential? Not my financial advisor Set as my financial advisor. I regret having my money in this company, who is currently holding my funds hostage when I try … I graduated earlier that same year from the University of Alberta with a Bachelors of Commerce degree, Finance Major. I have been working as Financial Advisor with Edward Jones since 2016 and I have a vast knowledge of the financial services industry and what it takes to grow a successful business. Edward Jones Advisory Solutions is an asset allocation and advisory program that allows investors to select from research or custom models with an initial minimum investment of $50,000. In addition to a mix of mutual funds and ETFs, Advisory Solutions Unified Managed Account (UMA) Models provide the benefit of owning separately managed allocations (SMAs), which are professionally managed individual stocks and bonds. Edward Jones and its independent affiliate in the United States, collectively, serve nearly 7 million investors. Each Research Model is designed by a team of professionals at Edward Jones and contains a mix of mutual funds and/or exchange-traded funds (ETFs). Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Many of the investments in Advisory Solutions are offered by prospectus. Find a Financial Advisor. Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services. Edward Jones annual account fees: 1.89% + $40. Continue Reading. Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services. The Program Fee includes your financial advisor's services, trading costs, performance reporting, evaluation and selection of investments for the program by Edward Jones research professionals, and other services to keep your account aligned with our guidance. You can have a brokerage account, in which Edward Jones will provide you with investment recommendations, from which you can make individual selections. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service. The prospectus contains this and other information. This is the employer's chance to tell you why you should work for them. This site is designed for U.S. residents only. For details please visit the official Edward Jones website. Together, we use our established process to build tailored solutions designed to achieve those important goals. All Edward Jones fees are subject to change without notification. Edward Jones is a dually registered broker-dealer and investment adviser. This is comprised of fund models, and you can choose from more than 90 research models containing a variety of mutual funds and ETFs. Edward Jones Advisory Solutions Fund Models Schedule of Fees (pdf) Your Financial Advisor, Contact me. Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. ComplaintsBoard.com is an independent complaint resolution platform that has been successfully voicing consumer concerns since 2004. Paying an ongoing fee can make expenses more predictable but can be more expensive over time. 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