Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations, the firm’s first private client service for U.S. high-net-worth-investors. This strategic move underscores the firm’s commitment to providing sophisticated financial products, solutions and personalized experiences for clients with $10 million or more in investable assets.
Beginning May 5, Edward Jones Generations clients will have access to alternative investments focused on private markets including private equity, private credit and private real estate. Alternative investments will be delivered through the Edward Jones Advisory Solutions Unified Managed Account (UMA) program, part of the firm’s advisory fee-based solutions. Initially, this offering will be exclusive to Edward Jones Generations™ clients, with plans to expand the range of alternative investment options and client reach over time.
“Edward Jones is committed to
