Edward Jones

JD Powers: Investor satisfaction with full service brokerages has not improved since 2008...More

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

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