Advisory Solutions Program Partners®
Edward Jones Advisory Solutions is a mutual fund and exchange-traded fund (ETF) program with UMA Model options that include separately managed allocations (SMAs) as an additional investment option. The advisory program provides clients a comprehensive approach to investment management within one account. For the features and benefits, clients pay a fee monthly in arrears based on the average daily balance of their account.
Quarter-end Kit Resources available to Edward Jones financial advisors.
- Analyst Corner: Advisory Solutions Commentary: This page, available on Joneslink, contains consolidated perspectives on market trends and their impacts to Advisory Solutions.
- Quarterly Conference Call: Financial advisors can dial in to hear a from Advice & Guidance for an in-depth review of the most recent quarter's performance, including drivers of performance, a review of benchmarks, and how to discuss Advisory Solutions performance with your clients.
- Market Commentary: Financial advisors can read the most recent one-page market commentary that clients received in their Quarterly Performance Report.
Help Branch Teams Simplify Tax Season for Clients
Direct branch teams to WEB624306 on JonesLink for tips on how to help clients easily identify Advisory Solutions fee details and share important information with tax professionals. If you have any questions, please reach out to your Edward Jones relationship manager.
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