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edwardjones.com | Member SIPC edwardjones.com/trustcompanyEdward Jones Trust Company fee disclosure statement Affiliate transactions Edward Jones Trust Company (we or us) is a wholly owned subsidiary
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Trust company services involve managing assets, investments, and financial affairs on behalf of clients.
Trust companies, financial institutions, and other entities that offer trust services are required to file trust company services.
Trust company services can be filled out electronically or on paper, and must include detailed information about the assets, investments, and financial affairs being managed.
The purpose of trust company services is to provide professional management of assets and financial affairs to clients who may not have the expertise or time to do so themselves.
Trust company services must report details of the assets under management, investment strategies, fees charged, and any changes in the client's financial situation.
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