St. Louis, MO 63131
No. advisers: 14,500
No. franchises: 12,500
The more you invest in clients, the more they are likely to invest in you. Edward Jones can help shed some light on key strategies and best practices that have been most successful in attracting new clients, building relationships and acquiring assets.
Finding clients can be one of your biggest challenges. Edward Jones uncovered critical insights on finding clients, how many strategies to use and which were most effective.
For over 90 years, Edward Jones has focused on being the first choice of the serious long-term, individual investor. The firm manages $1 trillion 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 2016 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 2017.)
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||—|
|No. of producing reps||—||—||—|
|No. of reps producing $100K-$499K /year||—||—||—|
December 1, 2017 - Midwest Financial Group, a four-adviser hybrid group that managed $186 million through SII Investments, has affiliated with Commonwealth Financial Network. The advisers â€” Mark Miehe, Matt Cuplin, Brandon Masbruch and Tony Pochowski â€” along with their...
November 22, 2017 - The Financial Industry Regulatory Authority has barred former H.D. Vest broker Brian Royster for failure to provide information in connection with its investigation of his activities with clients. On January 12, 2017, H.D. Vest terminated Mr. Royster's...
October 31, 2017 - Morgan Stanley announced on Monday that it is leaving the Protocol for Broker Recruiting. This should not surprise anybody who has been paying attention for the last year. Almost exactly a year ago, Morgan Stanley cut its recruiting deals in response...
October 26, 2017 - A Finra arbitrator awarded more than $5 million to a group of 13 investors who claimed that a Georgia-based broker ruined their financial lives. The investors alleged that "their life savings and retirement assets were decimated" due to the fraudulent...
October 21, 2017 - T. Rowe Price rode the no-load revolution of the 1980s and 1990s, spurning brokers, advisers and the sales loads that enticed them. And to this day, the vast bulk of its $938 billion in assets remains in no-load shares. But in the last few years, the...
October 10, 2017 - Veteran broker Kevin R. Keith has left Merrill Lynch's Lebanon, Pa., office, where his group managed $230 million, and created The Keith Group, which has affiliated with HighTower. Joining in the move were Amy Jo Arnold and Lindsay Mills. Mr. Keith began...
September 1, 2017 - A Finra arbitration panel in Memphis, Tenn. has found that a military man acting as power of attorney for a client of Edward Jones should reimburse the firm for the damages it paid to the client, who is deceased. In its award, the Financial Industry Regulatory...
August 28, 2017 - Financial advisers and their clients are weathering Tropical Storm Harvey in classic Texas style: by hunkering down and helping each other as much as possible. "A lot of people are checking in to see how other people are doing, but nobody is worried about...
August 11, 2017 - Finra has barred former registered representative George Dahl for failure to provide testimony to its staff at a hearing that was looking into his conduct. In March 2016, the Financial Industry Regulatory Authority Inc. issued a letter of acceptance,...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 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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