St. Louis, MO 63131
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|
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|No. of reps producing $100K-$499K /year||—||—||—|
December 4, 2018 - Raymond James has landed a $222 million two-person team from Wells Fargo Advisors in Virginia. Betty Schutte-Box and Troy Yenser will operate out of Richmond, Va., as Schutte & Yenser Wealth Management of Raymond James. They've joined the firm's employer...
November 29, 2018 - Regulators in Indiana are investigating Direct Source Wealth, a real estate investment firm with at least $42 million in assets that has raised money from wealthy investors for more than a half-dozen deals, but has not registered or filed notices for...
November 17, 2018 - This year's Women to Watch winners are an exceptionally talented group of industry leaders whose acumen, leadership, mentorship and service stand out within their organizations and the financial services industry. As I learned of the accomplishments of...
November 13, 2018 - Vanguard Group, famed for its low-cost investment products, just broke out of the pack in a consumer satisfaction survey. But not in a good way. The mutual fund firm with more than $5.3 trillion in assets under management suffered the largest annual point...
October 30, 2018 - It's been a cruel month for U.S. asset managers. BlackRock Inc., State Street Corp. and rivals have seen their shares take a hit as jittery institutional investors have seized up in choppy markets. The other culprits: weak fee revenue and lackluster fund...
October 16, 2018 - Janney has landed a four-member team from Wells Fargo Advisors. The team, which has more than 50 years in combined industry experience, managed over $239 million in client assets. Called KSF Wealth of Janney Montgomery Scott, the team of advisers joins...
October 6, 2018 - As a senior financial planner for Betterment, Nick Holeman, 27, is one of hundreds of financial advisers working with thousands of clients in a novel way â€” as a complement to a robo-adviser. But his financial advice career began in the most traditional...
August 21, 2018 - Integrated Equity Management, an independent firm managing $700 million in Bloomington, Minn., has switched its broker-dealer affiliation from Securian Financial Services to Commonwealth Financial Network. The firm, headed by Ted Smith, is 35 years old...
- N/A = Not available
- N/D = Not disclosed
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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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