Common Contracts

Edward Jones Branch Office Financial Planning Services Agreement

Financial Planning Services Agreement • October 9th, 2024 • Missouri

• Contract Type
  Financial Planning Services Agreement
• Filed
  October 9th, 2024
• Jurisdiction
  Missouri

This Edward Jones Branch Office Financial Planning Services Agreement (the “Agreement”) signed by me (collectively, the “Client,” “me,” “my” or “I”) constitutes a binding contract between me and Edward D. Jones & Co., L.P. (“Edward Jones”) with respect to the financial planning services described herein (“Branch Office Financial Planning Services”) and is for the limited purposes of providing the Branch Office Financial Planning Services. I am a natural person of legal age with the ability to enter into this Agreement.