Another week, another way to invest in Jubak Global Equity Fund (JUBAX) directly through a brokerage account.
Wait, did I say another way? Strike that. This week we’re announcing five new ways that you can invest through your brokerage account: JPMorgan, Curian Capital, SEI, Wells Fargo and RW Baird. (However, we do have to note that because of the way that some of these companies organize their lines of business, some of their clients may not be able to invest in JUBAX through them; please check with your broker or representative.)
When we launched the fund, a lot of you said that you’d invest in the fund if you could do it through a brokerage account at Fidelity or Vanguard or …. And we heard you. It’s taken a while to get the process going, but we’re proud to announce that as of today, we’ve signed up another batch of platforms.
Of course, you can still sign up directly on line, or through the mail, too. (To start that process or to find out more about the fund go to http://jubakfund.com/invest-in-jubax/invest/ )
As usual, we’ve arranged for investors who utilize those platforms to have free access to all JAM has to offer. (That subscription normally costs $299 a year.) So, once you’ve completed your trade, please go the appropriate link to activate your subscription: http://jubakam.com/jp-morgan/ or http://jubakam.com/curian/ or http://jubakam.com/sei/ or http://jubakam.com/wells-fargo or http://jubakam.com/rwbaird/ or if you forget that link, just go to the Jubak Asset Management homepage and follow the instructions.
If you have invested through the other three brokerage firms we’ve signed up to date, you can get your free subscription at  http://jubakam.com/scottrade/; or  http://jubakam.com/schwab; or  http://jubakam.com/vanguard)
In the coming weeks we expect to be able to announce that the fund is available through other brokers you’ve asked about, too. We’re hard at work now on adding TD Ameritrade, E*Trade, and Fidelity and expect to finish all the paper work for those brokers within a few weeks.
So, watch this space.
The Jubak Global Equity Fund is distributed by Grand Distribution Services, LLC.
803 W. Michigan St., Milwaukee, WI 53233
You should consider the fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, that contains this and other information about the Funds, call 1-888-885-8225 or visit www.jubakfund.com. Please read the prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
October 25th this was posted, and it’s now February 15th and still no Fidelity. I wrote Fidelity a couple weeks ago and got a canned response. Any ideas on a time frame or is it time to move?
Waiting on Fidelity, but also curious of why you didn’t setup an ETF versus a mutual fund? I’m guessing too much paper work, etc?
yay, e*trade! i’m in…. now awaiting Mr. Jubak’s official notice so i can read the JAM newsletter.
There appears to be a misprint about Wells Fargo selling JUBAX. I have been unbale to purchase through WF. WF Brokerage says they have no sellers agreement in place for JUBAX.
another request for sharebuilder
Jim,
Don’t forget Bank of Americal Merrill Lynch.
Is there still no way for Canadians to invest?
If you add Interactive brokers, I’d be an investor on JUBAX… Thanks for all your great Job & info on the market for “small” investors Jim.. Really appreciate since many years… Joel
Any updates on Ameritrade?
Ed, thanks for the reminder. I had forgotten about Siebert. We’ll add it to the list. To all, we’ve got the paperwork for Fidelity submitted and are just waiting for them to process it. E*Trade is underway but strangely after a quick start has slowed down.
Add another for Fidelity
+1 for Fidelity to get up and running.
Please do not forget about Muriel Siebert
I’m waiting on Fidelity as well. Lets hope the day it happens (and I send my check) we’re not at a top!
I am still waiting on fidelity brokerage to support purchasing this fund.
Zecco trading!
More choice is good, now if E*Ttrade could get added to the list…
Interactive brokers!
Awsome Jim! I would still love to see it come to sharebuilder, my brokerage of choice!
Woohoo! Been waiting for this. Thanks Jim.