Edward Jones

529 Education Savings Plan

A tax-advantaged higher education savings plan that allows investors to save for allowed educational expenses using tax-deferred dollars

Active Account

A client account in which there has been activity within the past 12 months

Assets Under Management (AUM)

A client’s portfolio of investable assets that are held in a client’s accounts at a financial services firm

Branch Team Support Member

BTS Member

Book of Business

Your clients and their accounts and prospective clients

Client

A prospect who has opened an account with you

Core High-Value Investors

Investors with investable assets of $575,000 or more

Emerging High-Value Investors

Investors with investable assets of $130,000 or more

High-Value Investors

Investors with investable assets of $300,000 or more

Investable Assets

The assets that an individual or business has available to invest

Initial Public Offering of stock in a formerly privately owned company

IPO

Prospect

A potential buyer of services or potential client

Prospecting

Contacting leads to begin to develop relationships with them and turn them into prospects

Qualified Leads

Individuals who meet Ascension’s target client criteria

Roth IRAs

a tax-advantaged retirement savings plan that individuals can use for retirement savings using post-tax dollars

Warm Leads

Individuals who have expressed some interest in the products and services that Ascension offers