Edward Jones Guided Solutions®
A hands-on approach to investing with our guidance and tools to help you stay on track.
Do 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 right choice for you.
A Guided Solutions Flex Account gives you access to a wide range of investments that includes stocks, exchange-traded funds (ETFs), mutual funds, certificates of deposit (CDs) and individual bonds.
With a Guided Solutions Fund Account, you can choose from an extensive list of mutual funds and ETFs. You'll also have built-in technology that monitors your account and automatically rebalances it to help keep your investments on track.
The guidance developed by Edward Jones' investing professionals serves as the foundation for both Guided Solutions options.
Edward Jones Guided Solutions® Flex Accounts
This account offers you a hands-on approach with guardrails, account alerts and a flexible choice of investment options including stocks, mutual funds and ETFs, as well as bonds and CDs.
Edward Jones Guided Solutions® Fund Accounts
This account offers you a hands-on approach with guardrails, built-in rebalancing and an extensive list of mutual funds and ETFs.
Important information:
Edward Jones is a dually registered broker-dealer and investment advisor. 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. Please review the applicable Edward Jones Guided Solutions Brochure for more information.
Many of the investments available in Guided Solutions are offered by prospectus. You should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other important information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.
All investment strategies and investments involve risk, and the value of your account will fluctuate. As a result, your account may be worth more or less than the amount of money you invested.