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||—||—||—|
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...
August 20, 2018 - A three-adviser team managing $235 million at Merrill Lynch in the Toledo, Ohio, area have created Patton Wealth Management and affiliated the firm with the independent unit of Raymond James. The firm, headed by David Patton, Miles O'Mailia and Theresa...
August 8, 2018 - Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We do seem close...
June 28, 2018 - When it comes to workplace satisfaction among broker-dealers, some firms stand out from the pack. According to the latest research from J.D. Power, Commonwealth Financial, Raymond James Financial and Cambridge Investment Research fill the top three slots...
June 19, 2018 - J.P. Morgan Securities has asked a federal court in Indiana to grant a temporary and preliminary injunction restraining one of its former brokers, Gabriel Campbell, from soliciting former clients to join him at his new employer, Merrill Lynch. JPMorgan...
June 12, 2018 - Almost three decades ago, BlackRock Inc. created software to obsessively monitor the then-fledgling firm's financial risks. Now, after turning it into an essential tool on Wall Street, the firm is zeroing in on another kind of client: financial advisers....
June 12, 2018 - Leaving one firm and heading to another can be a delicate, and sometimes harrowing, situation. When Melanie Housden left Edward Jones it turned litigious and got worse from there. Check out her story.
May 25, 2018 - A former Edward D. Jones broker sued the firm Thursday, claiming widespread, intentional racial discrimination in the firm's policies and practices. The ex-broker, Wayne Bland, is African-American and worked at Jones from 2014 to 2016. The lawsuit, which...
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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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