We are doing work that matters - connecting customers with businesses around the world and help them resolve issues and … Edward Jones is a dually registered broker-dealer and investment advisor. If you enjoy making decisions about 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. Retirement savings 8. This return on investment comes from the revenue that Edward Jones generates from the fees associated with their accounts and commissions you pay when buying a mutual fund. Edward Jones on the other hand, is a privately owned company. Learn more, Hands-on approach with guardrails, built-in rebalancing, as well as an extensive list of mutual funds and ETFs Edward Jones Guided Solutions® is a client-directed wrap fee program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. The initial investment minimum to open an account is $5,000. Member SIPC. Many of the investments available in Guided Solutions are offered by prospectus. Frank Azar and Associates filed a class action lawsuit on March 30, 2018, In re Edward D. Jones & Co., L.P. Securities Litigation, Case No. This is comprised of fund models, and you can choose from more than 90 research models containing a variety of mutual funds and ETFs. In 2013, Edward Jones created its first proprietary mutual fund, which is available to clients that participate in the Jones’ fee-based Advisory Solutions platform. With a Guided Solutions Fund Account, you'll have the ability to choose from an extensive list of eligible mutual funds and exchange-traded funds (ETFs). The owners (shareholders) of Edward Jones expect a return on their investment. Choosing how to invest is a personal decision for everyone. I have little knowledge of this and am concerned that he was just trying to talk me into something that better benefits him. The minimum for Edward Jones' Guided Solutions Flex account will be reduced on Aug. 20 from $100,000 to $25,000 for clients who want to purchase stocks and … When finished continue to the next region. 1 review of Edward Jones - Financial Advisor: Joshua A. Knittel "We transferred our investments to Edward Jones -- Financial Advisor, Joshua Knittel early this year, 2017. You can find contact details for Edward Jones above. In consultation with your Edward Jones financial Many of the investments available in Guided Solutions are offered by prospectus. An Edward Jones Guided Solutions Flex Account also gives clients control over their investment choices, With an Edward Jones Advisory Solutions Fund Model, a financial advisor works with a client to . The services offered within this site are available exclusively through our U.S. financial advisors. Please note that not all of the investments and services mentioned are available in every state. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. This Edward Jones Advisory Guided Solution is no solution it is a culty scam–and I am very disturbed that this is allowed to be happening to anyone. The guidance developed by Edward Jones' investing professionals serves as the foundation for both Guided Solutions options. It's important for us to understand your goals, comfort with risk and the length of time you have to reach your goals. All rights reserved. You'll also have built-in technology that monitors your account and automatically rebalances it to help keep your investments on track. Learn More. News provided by. Many of the investments available in Guided Solutions are offered by prospectus. Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. If you stay within the guidance provided by Edward Jones investment professionals, the final decision on all buys and sells is yours. We believe in long-term investing with an emphasis on quality and diversification. Edward Jones is much more expensive than a self-directed on-line discount broker. An Edward Jones Guided Solutions Flex Account also gives clients control over their investment choices, but has guardrails to keep it on track. Please note that not all of the investments and services mentioned are available in every state. You should consider the investment … All rights reserved. Use the following Play/Pause button to start and stop the video player. Edward Jones Advisory Solutions® Adds 12 Model Portfolios Program has attracted $40 billion since its introduction two years ago. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. 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