St. Louis, MO 63131
No. advisers: 13,839
Industry data shows how important a plan is in building a successful Financial Advisor practice. This detailed four-step business planning practice can help you develop a carefully crafted plan to facilitate success. Get the details, from initial assessment steps, to execution and measurement.
Discover how one unique business model enables entrepreneurial Financial Advisors to have the autonomy to run their own practice, while providing world-class support and resources to fully serve their clients. See how it is possible to enjoy the best of both worlds.
For 90 years, Edward Jones has focused on being the first choice of the serious long-term, individual investor. The firm manages $900 billion in assets under care with a single goal: providing tailored solutions for clients through community-based Financial Advisors. When experienced Financial Advisors move to Edward Jones, they enjoy the autonomy and support to build and run their practice. Edward Jones provides office space, a branch office administrator,equipment and resources, a robust product offering and research, as well as extensive support through mentors, regional leaders and experts at the home office to help experienced advisors take their practice to the next level. In fact, the On Wall Street 2015 Financial Advisor Compensation Study ranked Edward Jones compensation highest across production levels $2 million, $1 million and $600,000, compared to wirehouses, super regionals and regionals. (Source: On Wall Street, April 2016.)
SEE WHY EXPERIENCED ADVISORS MOVE TO EDWARD JONES.
The Edward Jones business model is attractive to experienced Financial Advisors because it offers something unique. In a partnership, without quarterly demands from shareholders, Edward Jones is able to invest in technology and training to meet the changing demands of our industry. Financial Advisors are empowered with the tools they need to help their clients meet their financial goals and achieve long-term success.
|No. of reps||14,500||13,839||—|
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March 22, 2017 - Five advisers who collectively manage $250 million in assets have joined forces to create an independent firm, The Strategic Wealth Management Group, based in Mansfield, Ohio. Three of the principals â€” Jeremy Swank, Rob Hassman and Greg Kibler â€” most...
February 16, 2017 - T. Rowe Price has been sued for self-dealing in its 401(k) plan, becoming the most recent in a growing list of financial services companies being targeted for allegedly acting out of financial self-interest in the construction of their retirement plans....
January 26, 2017 - JPMorgan Chase & Co. has been sued by a participant in its 401(k) plan for allegedly causing employees to pay millions of dollars in excessive fees through a scheme motivated by â€śself-interest.â€ť The plaintiff claims JPMorgan, as well as various board...
January 4, 2017 - Prudential Financial and CAPTRUST Financial Advisors have defeated allegations of fiduciary breach in a 401(k) lawsuit against the two companies and the employer sponsoring the retirement plan. Connecticut district court judge Victor A. Bolden granted...
December 2, 2016 - Wells Fargo Advisors has elected to keep commission retirement accounts intact under a Labor Department regulation governing investment advice, a decision that comes as uncertainty looms over the rule's fate. The wirehouse made its announcement to its...
November 27, 2016 - John Maynard Keynes described Wall Street as being like a beauty contest where the judges don't choose the best-looking candidates. Instead, they choose who everyone else thinks are the best candidates. And those opinions can change suddenly. Up until...
November 21, 2016 - While political pundits and pollsters continue their hand-wringing and soul searching over how they could have so badly missed the outcome of the presidential election, Jared Tjaden is enjoying his 15 minutes of fame. Mr. Tjaden, a 31-year-old Fairview,...
November 15, 2016 - Edward Jones has been sued for excessive fees and self-dealing in its 401(k) plan, representing the second such legal ordeal to befall the company this year and coming amid a barrage of litigation targeting financial services companies for their own retirement...
November 7, 2016 - Two financial advisers from Wells Fargo and one from Edward Jones managing a total of $500 million of client assets joined Steward Partners Global Advisory, an independent affiliate of Raymond James. Carl Gravina and Liana Poodiack managed $450 million...
November 6, 2016 - As more time elapses and more information trickles out about the Department of Labor's coming fiduciary rule, it is becoming more apparent that parties both inside and outside the regulatory clutch are still largely speculating about what lies ahead....
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2015 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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