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Rating:Edward Jones Prefers This Asset Manager Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, August 13, 2013

Edward Jones Prefers This Asset Manager

Reported by Tommy Fernandez

Edward Jones has elevated J.P. Morgan Asset Management [profile] to Preferred Fund Family status on the regional broker-dealer's platform.

In a statement sent to MFWire, J.P. Morgan spokesperson Kristen Chambers wrote:

J.P. Morgan Asset Management is looking forward to being a Preferred Fund Family at Edward Jones.  We believe that our market insights and diversified long-term solutions will help EJ advisors offer an additional depth of product and capital markets expertise to their clients. 

Chambers said that J.P. Morgan had 19 funds on the Preferred Fund list.

They are:
Aggressive Growth
  • J.P. Morgan Dynamic Small Cap Growth Fund
  • J.P. Morgan Emerging Economies Fund
  • J.P. Morgan Emerging Markets Equity Fund
  • J.P. Morgan Mid Cap Core Fund
  • J.P. Morgan Mid Cap Equity Fund
  • J.P. Morgan Mid Cap Growth Fund
  • J.P. Morgan Small Cap Growth Fund

    Growth
  • J.P. Morgan Growth Advantage Fund
  • J.P. Morgan Large Cap Growth Fund
  • J.P. Morgan Mid Cap Value Fund
  • J.P. Morgan Value Advantage Fund

    Growth and Income
  • J.P. Morgan Equity Income Fund
  • J.P. Morgan International Value Fund

    Aggressive Income
  • J.P. Morgan High Yield Fund

    Income
  • J.P. Morgan Core Bond Fund
  • J.P. Morgan Core Plus Bond Fund
  • J.P. Morgan Government Bond Fund
  • J.P. Morgan Mortgage-Backed Securities Fund
  • J.P. Morgan Short Duration Bond Fund 

    Chambers said that J.P. Morgan previously had 12 dedicated client advisors for Edward Jones, but "now we have fully integrated Edward Jones into our coverage of regional broker dealer firms, with 41 Client Advisors, 40 internal."



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