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Edward jones power of attorney

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As always the drafting lawyer is responsible for making all necessary modifications to the sample trust agreement to make its use appropriate to the client s situation and to assure compliance with both federal tax law and applicable local law. Edward Jones Trust Company does not provide tax or legal advice. Any tax-related discussion that may be contained in this presentation or these materials is not intended or written to be used and cannot be used for the purpose of avoiding any penalties u ...

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How do Edward Jones reps make money?

How is Edward Jones compensated for financial services? We earn our revenue from our clients, as well as from product providers and money managers (\u201cthird parties\u201d) who assist us in providing the investments and services that we offer you.

Can Edward Jones be a trustee?

As a professional trustee, Edward Jones Trust Company can be named as current, successor or co-trustee. If you are looking for a responsible, experienced and unbiased trustee to step in now and assist in handling your affairs, you can name Edward Jones Trust Company as the current trustee of your trust.

Does Edward Jones have a fiduciary responsibility?

Edward Jones does not serve as a fiduciary except for at the Plan level of retirement plans. This means that their advisors aren't legally required to put their clients' needs ahead of their own. And Edward Jones' compensation disclosure admits that some of its advisor incentives could lead to conflicts of interest.

How much does Edward Jones charge per year?

Fees Under Edward Jones Value of Assets in AccountAnnual Fee RateFirst $250,0001.35%Next $250,0001.3%Next $500,0001.25%Next $1,500,0001%3 more rows • Jul 27, 2022