Instructions

Please choose to opt in as an individual FA or a House Account and enter your FA number or House Account number on the pop-up that follows.

Important Notes

House Accounts consist of multiple FAs (typically in the same location) hosting the All-Star Tax Series together.  If you are participating in the Edward Jones Direct Mail program under a House Account, choose this option.  Registrants will find you on the website under your House Account information. 

Need Help?

If you need help registering, please call The All-Star Tax Series at (610) 994-9595.

REGISTER TO HOST THE 2019-20 ALL-STAR TAX SERIES

Choose an option below to sign up as a hosting branch for this year’s All-Star Tax Series, which includes eleven 3-hour courses from May 2019 – January 2020.  What does it mean to host this series?

  • This is one of the strongest vehicles you have to provide a needed service to your local tax professionals and build a stronger relationship with them.
  • You are opting in to host all courses in the series.
  • Each course is three hours in length and qualifies for CPE for CPAs and CE for EAs and CFPs. Courses also qualify in most states for CLE for attorneys.
  • You have the option to participate in Edward Jones’s direct mail program, enabling your local tax professionals to receive invitations for each program.
  • Participants can choose to attend broadcasts on-site at your office, or via webinar format, from their own computer.
  • If you want to participate but are concerned about hosting attendees in your office, you can sign up as a "webinar only" branch during registration.  With this option, participants who register with your branch only have the option to view courses in webinar format, from their own computer. 
  • Branches can also choose to host offsite at a CPA or law firm, or at a conference center.

Choose one of the options below to get started.  You can opt-in as an individual Financial Advisor or using your House Account.

Individual Financial Advisors

  • Select this option for a single FA.
  • One FA name will appear in the searchable site listing.
  • Multiple team members can administer your account.

House Accounts

  • Select this option if you have a House Account number and plan to use that number for your advertising.  Do not choose this option if you want to host as an individual FA.
  • Multiple FA names can appear in the searchable site listing.