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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
Janney implements the Strategies for Janney clients, executes all trades in the Accounts invested in the Model-Based Strategy and has investment discretion over the Accounts. The minimum initial investment for accounts in the Adviser's Program is $100,000, which may be waived in Janney's sole discretion.
(1) If you have custody of client funds or securities, you must maintain at all times a minimum net worth of $35,000. (2) If you have discretionary authority over client funds or securities but do not have custody of client funds or securities, you must maintain at all times a minimum net worth of $10,000.
Edward Jones Guided Solutions® $5,000 is the account minimum for Fund accounts with mutual funds and ETFs. $25,000 is the account minimum for Flex accounts with mutual funds, ETFs and stocks. $50,000 is the account minimum for Flex accounts with mutual funds, ETFs, stocks, bonds and CDs.