Complex client
needs? Bring it on.

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

The Portfolio Consultation Group (PCG) Establish partnerships with FAs to develop and implement customized portfolio solutions and investment strategies, in alignment with firm advice and guidance, that meet the needs of Advisory Solutions clients and deliver an improved personalized client experience. PCG has extensive knowledge of our Advisory Solutions Programs and is available to support branch teams with client-specific cases involving:

• Asset transitions
• Investment advice
• Custom model portfolio construction

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.

Financial Advisor Managed Solutions™ Clients enrolling in this program will give their FA investment discretion to manage their account – meaning investment and trading decisions will be made by the FA without obtaining the client’s prior approval and the FA will decide what changes to make on the client’s behalf. However, clients and prospects will still be responsible for working with their FA to select their Goal Portfolio Objective and Account Portfolio Objective.

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