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Investing terms and recurring disclosures

Understand investment terminology and to be aware of updates that Edward Jones periodically sends about changes to regulatory information.

Business Titles and Financial Designations (PDF)
Guide to understanding your annual costs report
Important information regarding your tax slips
Pricing Groups
Refinitiv
Relationship Disclosure
T+1 trade settlement

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Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones & Co., LP, a Missouri limited partnership. Edward D. Jones & Co., LP is a wholly owned subsidiary of The Jones Financial Companies, LLLP, a limited liability limited partnership.

Edward Jones and its independent affiliate in the United States, collectively, serve more than 7 million investors.

*In Quebec, our advisors are known as Investment Advisors.