Our Relationship Disclosure

Financial advisor and her clients

What is our Relationship Disclosure?

The Relationship Disclosure is a document that helps you understand material facts about your relationship with Edward Jones, including:

  • The capacity in which Edward Jones will act;
  • Details and resources about the material fees and costs you will incur in your account;
  • The type and scope of the services Edward Jones will provide, including any material limitations related to products, our investment philosophy, and general risks;
  • Material facts related to conflicts of interest associated with our recommendations.

Learn the highlights of the changes to our Relationship Disclosure.

See the full updated Relationship Disclosure or you can request a copy from your financial advisor.