Products & Services
Complex client
needs? Bring it on.
“My team builds on a client’s relationship with their financial advisor to deliver customized solutions for complex situations.”
Alison Carnie
Trust Services
With our wealth of specialty offerings, you can be confident in your ability to deliver customized solutions to meet the complex needs of any investor.
Resources likes our Client Consultation Group (CCG) specialize in high-net-worth clients with complex needs. This team of wealth strategists at our headquarters can serve as a sounding board for your ideas and help build on current strategies already in place. But the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and attorneys, who are part of the client team.
Some common topics CCG can help with include:
- Income and cash-flow needs
- Business succession
- Executive compensation
- Estate and legacy considerations
- Protection
Edward Jones Advisory Solutions®
As the second-largest mutual fund advisory platform in the industry*, our advisory programs help you meet clients’ individual needs.
These Mutual Fund and Exchange-traded Fund (ETF) advisory programs with Unified Managed Account (UMA) model options offer clients a customized, comprehensive approach to investment management, including asset allocation, professional investment selection, dynamic threshold rebalancing, detailed performance reporting and tax-efficient management in our UMA models.
Edward Jones Guided Solutions®
These multi-product, client-directed advisory programs, guided by Edward Jones investment diagnostics and philosophy, offer clients a hands-on, customized, comprehensive approach to investment management, including asset allocation, threshold monitoring and detailed performance reporting.
Edward Jones Wealth & Trust Management Services
Our financial advisors are the primary point of contact for clients using Edward Jones Trust Company®** services. This continuity of service, supported by a dedicated headquarters team, represents a major competitive advantage. And just as there is continuity of service for our clients, there is continuity in our investment philosophy. The Trust Company adheres to the same focus of serving the needs of long-term investors through quality investments and diversification. And it is equipped to handle some of our clients’ most complex and unique asset management needs.
Edward Jones Trust Company can serve on most trusts including:
- Living trusts
- Testamentary trusts
- Special needs trusts
- Charitable remainder trusts
Product Offerings
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Individual Retirement Accounts (IRAs)
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Tools
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Investor Education Programs
Online Account Access
Plan Reviews
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- Equities
- Exchange-traded Funds
- Fixed Income
- Mutual Funds
Retirement Plans
Rollovers and Consolidation
Saving, Spending and Borrowing Solutions
Systematic Investing
Services
Client Consultation Group (CCG)
Edward Jones Advisory Solutions®
Edward Jones Guided Solutions®
Trust and Asset Management Services.
Important Information
*Cerulli Associates Top-40 Mutual Fund Advisory Programs, 2018
**Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones & Co., L.P. (Edward Jones), a dually registered broker-dealer and investment advisor. Edward Jones Trust Company and Edward Jones are subsidiaries of the Jones Financial Companies, L.L.L.P. Edward Jones Trust Company may use Edward Jones or other affiliates to act as a broker-dealer for transactions or for other services. Payments of such services may be charged as an expense to the trust and will not reduce the amount of fees payable to Edward Jones Trust Company.
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