Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we've continued to safely serve investors' needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn more.

Edward Jones Guided Portfolios

Edward Jones Guided Portfolios® is a uniquely structured investment program for the person who wants to be actively involved in investment decisions, likes a simple, predictable fee, and appreciates the accountability that comes with regular reviews.

Key features:

  • Keeps you involved in day-to-day investment decisions with ongoing advice and guidance from your Edward Jones advisor.
  • Structured investment guidance from the Edward Jones Investment Policy Committee.
  • Commission-free trades.

Formula for success

Edward Jones Guided Portfolios follows a formula for successful investing that includes the following:

  • A well thought-out strategy – We'll help you identify and prioritize your financial goals and recommend the appropriate mix of investments and a strategy to help meet them.
  • Structured investment guidelines – We've structured Guided Portfolios to help you keep a balanced portfolio and find the right investment mix to help you meet your financial goals.
  • A regular review process – We'll help ensure that your portfolio is aligned with your risk tolerance and goals, and that your strategy evolves as you experience life changes.
  • A simple fee structure – You'll pay a fee based on the dollars invested in the program, not a commission on investment trades. The fee covers guidance on your financial strategy, disciplined portfolio construction, regular reviews and comprehensive performance reports.

We can help

If you feel Guided Portfolios may be appropriate for you, contact your local Edward Jones advisor to learn more.

Find an Advisor

Find an Advisor

Enter a Province and then enter a last name

    How we create a financial strategy together

    Learn how we work toward achieving your financial goals in a way that fits your current needs.

    Read more

    Investing Considerations for You

    If you're new to investing, a woman, a business owner or facing one of life's important milestones, this section addresses the topics that are unique to you.

    Read more