Edward Jones - Making Sense of Investing
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    Disclosures

    Get important disclosure information on the following topics:

    Account Transactions

    • Disclosure of Order Execution and Routing Practices
    • Margin Disclosure Statement
    • Statement of Credit Terms (pdf)

    Business Continuity Planning

    • Business Continuity Plan Disclosure (pdf)

    Mutual Funds

    • Breakpoint Disclosure Statement
    • Revenue Sharing

    Retirement Accounts

    • Department of Labor Prohibited Transaction Exemption to Edward D. Jones & Co., L.P. (pdf)
    • Retirement Account Document Changes (effective Oct. 26, 2007)

    Research Disclosures

    • Research Analyst Coverage Disclosure (pdf)
    • Standard and Poors Research Report Disclosures

    Revenue Sharing Information

    • Disclosure Information
    • Class Action Settlement

    Terms of Service

    • Account Protection
    • Errors or Questions About Your Electronic Transfers
    • Fee Schedule: September 1, 2009 (pdf)
    • Important Information Regarding Your Accounts - Including How Financial Advisors are Compensated and Explanation of Fees
    • Official Language Disclosure
    • Prospectuses and Pricing Information 

    Trust Company

    • Fee Disclosure Statement
    • Important Information About Edward Jones Trust Company (pdf)

     

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    • Disclosures

    Copyright © 2010 Edward Jones. All rights reserved. Member SIPC.
    This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.