Edward Jones Guided Solutions Flex Account

Author

Edward Jones - Chad Choate, AAMS

For more information about the author, click to view their website: Edward Jones - Chad Choate, AAMS

Posted on

May 17, 2023

Book/Edition

Florida - Sarasota, Bradenton & Charlotte Counties

Share This

In the world of investing, figuring out how you prefer to invest is an important starting point and it's just as unique as you are. If you like a hands-on approach to investing, with a broad list of investment choices, and guardrails to help keep you in balance, the Edward Jones Guided Solutions Flex Account may be an option for you.

You will be able to choose from an extensive list of mutual funds, ETFs and individual stocks and bonds as you work with your financial advisor to build your portfolio and keep it aligned with our guidance over time. And you'll have the final yes and no decision on all buys and sells. In addition to you and your financial advisor, there are guardrails in place to help keep your portfolio aligned with our guidance. For instance, if market moves shift your account, we will notify you that a change is needed, and then you'll work with your financial advisor to move your account back into balance.

If Guided Solutions Flex Account sounds appealing, or if you want to explore alternatives – we have other options such as the Guided Solutions Fund Account or perhaps Edward Jones Advisory Solutions. Talk to an Edward Jones financial advisor to determine what approach feels right to you based on your preferences, goals and what you value the most.

Other Videos You May Like

Refreshing Retirement Living at Jacaranda Trace

Jacaranda Trace, located in Venice, Florida, offers a refreshing style of retirement living. In our 30+ acre gated, residential community youll find elegantly designed and spacious apartments and villa homes along with unlimited opportunities to enjoy social and recreational activities and receive tailored wellness support in your home or in our onsite healthcare-giving you the best in choice and confidence, now and in the future.941-628-7353

Check out Jacaranda Trace!

Jacaranda Trace, located in Venice, Florida, offers a refreshing style of retirement living. In our 30+ acre gated, residential community youll find elegantly designed and spacious apartments and villa homes along with unlimited opportunities to enjoy social and recreational activities and receive tailored wellness support in your home or in our onsite healthcare-giving you the best in choice and confidence, now and in the future.941-628-7353

Partner Spotlight Jacaranda Trace

Jacaranda Trace, located in Venice, Florida, offers a refreshing style of retirement living. In our 30+ acre gated, residential community youll find elegantly designed and spacious apartments and villa homes along with unlimited opportunities to enjoy social and recreational activities and receive tailored wellness support in your home or in our onsite healthcare-giving you the best in choice and confidence, now and in the future.941-628-7353

Local Services By This Author

Edward Jones - Chad Choate, AAMS

Financial Advisor 828 3rd Ave. W., Bradenton, Florida, 34205

Experience and Background I am a financial advisor in Bradenton, FL, and began my career with Edward Jones in 2017. As a financial advisor, I want to find out what's important to you and help you build personalized strategies to achieve your goals. As a lifelong Manatee County resident, I graduated from the University of South Florida and was a teacher in Manatee County before joining Edward Jones. My driving force is to change people's lives in a positive way, and what better place than my home to do that. Whether you're planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you with top-notch client service. But we're not alone. Thousands of people and advanced technology support from our office can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. I currently volunteer with the Manatee Hurricane football Broadcast and Booster Club, serve on my church's trustees council and have previously served as a leader in Young Life. I am a member of the Manatee Chamber of Commerce and an alumnus of their Leadership Manatee program. I have been married to my childhood sweetheart, Ashley, for 15 years and we have a son, Wesley, and daughter, Camryn. We enjoy watching our children play their sports and traveling as a family.