Privacy Notice

FACTS

What Does Edward Jones Do with Your Personal Information?


Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.


What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

When you are no longer our customer, we continue to share your information as described in this notice.


How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Edward Jones chooses to share; and whether you can limit this sharing.



REASONS WE CAN SHARE YOUR PERSONAL INFORMATION

Does Edward Jones share?

Can you limit this sharing?

For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes – to offer our products and services to you

Yes

No

For joint marketing with other financial companies

Yes

No

For our affiliates’ everyday business purposes – information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes – information about your creditworthiness

No

We don’t share

For nonaffiliates to market to you

No

We don’t share


QUESTIONS?

Call (800) 803-3333 or go to www.edwardjones.com/privacy


WHO WE ARE

Who is providing this notice?

Edward D. Jones & Co., L.P.; The Jones Financial Companies, L.L.L.P.; Olive Street Investment Advisers, LLC; Passport Research, Ltd.; Edward Jones Insurance Agency of New Mexico, L.L.C.; Edward Jones Insurance Agency of Massachusetts, L.L.C.; Edward Jones Insurance Agency of California, L.L.C.; and Edward Jones Trust Company.


WHAT WE DO

How does Edward Jones protect my personal information?


To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Edward Jones collect my personal information?

We collect your personal information, for example, when you:

  • Open an account or give us your contact information

  • Seek advice about your investments or tell us about your investment or retirement portfolio

  • Enter into an investment advisory contract

We also collect your personal information from others, such as credit bureaus, affiliates or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes – information about your creditworthiness

  • Affiliates from using your information to market to you

  • Sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See the Other Important Information section for your rights under state law.


DEFINITIONS

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include companies with a name that contains “Edward Jones” or “EDJ” and financial companies such as Edward D. Jones & Co., L.L.P.; Olive Street Investment Advisers, LLC; Passport Research, Ltd.; and Edward Jones Trust Company.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Edward Jones does not share with nonaffiliates so that they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Our joint marketing partners include a company that offers Edward Jones-branded credit cards.


OTHER IMPORTANT INFORMATION

California residents

We will not share information we collect about you with companies outside of Edward Jones, unless permitted by law. We also limit sharing among Edward Jones and our affiliate companies to the extent required by California law.

Nevada residents

We are providing this notice to you pursuant to state law. Nevada law requires us to disclose that you may request to be placed on our internal “Do Not Call” list at any time by calling 800-441-2357, and that you may obtain further information by contacting the Nevada Attorney General, 555 E. Washington Ave., Suite 3900,

Las Vegas, NV 89101; phone 702-486-3132; email BCPINFO@ag.state.nv.us.

Vermont residents

As a resident of Vermont, we will automatically limit sharing of your information outside of the Edward Jones corporate family, unless otherwise permitted by law. We may share information with your consent to service your accounts or under joint marketing agreements.