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  • Dec. 11, 2012
    blog

    Edward Jones to FAs: We've Always Owned Your Clients

    Last week, I wrote about how some financial advisors at Edward (don't-call-u-"Ed") Jones were balking at signing the firm's new employment contract. Among other issues, the firm has a 5-year non-compete clause that one industry recruiter called "unenforceable" in its duration....More
  • Jun. 5, 2012
    Article
    REP.

    A Regional Resurgence

    After years of being considered the lower-rung acquisition targets of the wirehouses, regional broker/dealers are making a comeback....More
  • May 11, 2012
    Article
    REP.

    Firms Can't Get No Satisfaction

    JD Powers: Investor satisfaction with full service brokerages has not improved since 2008...More
  • May 3, 2012
    Article
    REP.

    Jessica Jones: Living by Faith

    Firm: Edward Jones City: The Woodlands, Texas Age: 36 Years as a rep: 11 Years with current firm: 11 AUM: $126 million Product mix: stocks, 1%; insurance, 5%; managed accounts, 94% Specialty: Comprehensive financial services Designations, licenses: CFP, Accredited Asset Management Specialist, Series 7, 63, 66, insurance...More
  • May 3, 2012
    Article
    REP.

    Seasoned Veterans

    General George S. Patton once said, “You cannot be disciplined in great things and indisciplined in small things.” That same philosophy could be applied to being a financial advisor. According to an Edward Jones survey of 1,006 Americans, 57 percent of people believe the skills gained in the military are transferable to a career as an FA. The survey, conducted by ORC International on behalf of Edward Jones, said 95 percent of Americans would work with an advisor who was a veteran primarily for their discipline, goal-orientation and integrity....More
  • May 3, 2012
    blog

    Military Experience a Plus When Choosing an Advisor, or Is It?

    A recent Edward Jones survey found that advisors with military experience can be more appealing to potential clients, but a former advisor, who has military experience, says nothing could be further from the truth....More
  • May 3, 2012
    Article
    REP.

    Jerry Quick: A Dangerous Place

    Firm: Edward Jones City: Taylorville, Ill. Age: 56 Years as a rep: 34 Years with current firm: 34 Production: $820,000 AUM: $144 million Product mix: 4% stocks; 3% bonds; 10% insurance; 20% mutual funds; 63% managed accounts Designations, licenses: Series 7, 63, 66...More
  • Dec. 1, 2011
    article
    REP.

    Broker Report Card 2011: It's Getting Better All the Time

    Distance from the crisis and improved asset flows gave a little kick to advisor satisfaction this year, according to Registered Rep's Broker Report Card. But the ratings are mixed....More
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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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