Edward Jones Guided Solutions Flex Account
Edward Jones - Chad Choate, AAMS
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May 17, 2023
Florida - Sarasota, Bradenton & Charlotte Counties
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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.
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