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Edward Jones Launches Financial Planning, SMA Offerings
News October 03, 2024 at 01:40 PM
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What You Need To Know
- Clients with at least $250,000 in advisory program accounts will have access to personalized planning for $3,600.
- The program is expected to be available to all the firm's advisors by 2025.
- The Edward Jones U.S. Stock Focus Separately Managed Account is the BD's first proprietary SMA.
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