Edward Jones

Has anyone made the transition from Edward jones to wire house and if so, would you do it again? For context I'm exploring Morgan Stanley, Merrill, and UBS. 3 years at Jones, roughly 27 mm (had 2m… more

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Ive currently worked at Edward Jones for 2 years. I have 54mm AUM, grossing approximately 480k annual revenue. I have considered going independent, but don’t know a ton about that process. I am look… more

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Taking over a client from Edward Jones who has their Edward Jones select 529 plan. The statement doesn’t actually give any details about funds, if it is state specific, annual contributions, etc. Is … more

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I don’t think being an FA is for me. Will Edward Jones go after me for training costs if I pursue a career in an unrelated field? Or is it if I just were to switch to another firm?

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Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in… more

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Don’t know where else to post this. My LinkedIn profile keeps showing “Financial Advisor at Edward Jones viewed your profile”. Has been happening for months now. No one has reached out to me and their… more

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Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in… more

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Hello, can anyone provide me with some insight on Edward Jones? Specifically how they help you build a practice or any other important insight. Thank you!

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TD Ameritrade vs Vanguard. Which one should I get? I currently have a managed fund with Edward Jones and a webull account for individual stocks. Looking into it mainly for etfs.

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Anyone use Edward Jones as a financial advisor? Reviews?

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Anyone have experience with leaving Edward Jones and if they’ve come after you to try and sue? Not soliciting any clients obviously, but what other grounds do they have?

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I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the curren… more

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Question for Edward Jones advisors... Do you all have client minimums? Either firm or self imposed. Reason I ask, for an acat from one of my clients to Jones. Small account, 16k. Doing me a favor...

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I'm interesting in hiring newer FAs from Edward Jones in Spokane, WA area.

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I'm a novice investor and looking at having Edward Jones do my asset management at a 1.1% fee for $500k in assets. Anything I should be weary or considerate of before doing this?

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I’m a little paranoid, but does Edward Jones have the ability to look and monitor what we do on our phone when we have the “Gateway” app setup on our phones?

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I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the curren… more

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How serious is Edward Jones about the $75k “training” fine if you leave within 3 years? I feel like I didn’t get adequate enough training for $75k worth. Just kind of worried.

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I’m interested in hiring a licensed FA from Edward Jones or Northwestern in the DFW area to become a Paraplanner/ Relationship Mngr. The position is salary plus bonus. This is not a sales position.

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Does anyone know where to find the Edward Jones non-compete contract and/or employee contract?

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I’m trying to get into Backdoor Roth IRA, open up a 529 etc. (already have other investments sorted). Folks from Edward Jones and Schwab have been chasing me. What’s the best company to go with?

So I left Edward Jones to come to Merrill to inherit a retiring advisors book. 2 months into Merrill and I haven’t inherited anything and they put me in their advisor development program. (Cont)

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Anyone know what happens when an established Edward Jones rep leaves their local practice to join the mothership in St. Louis? Do they have a big public send off or is it done on the down low?

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I drive past five Edward Jones offices everyday, to and from work. In 10 years, I’ve seen like 3 people walk in or out. WTF? Y’all must be tear’n them phones up!

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How do you Edward Jones guys get clients?

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Seriously considering a move to Edward Jones. Pros? cons?

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Is Commonwealth good as advertised?? It just seems to good to be true. ( all the top ratings in JD Power etc) Edward Jones also has excellent J.D. Power scores but we definitely have issues.........

Edward Jones folks: there’s an EJ FA selling his book not far from me. I’d like to buy it. How does your noncompete work, is this a possibility, etc. this may be more than a forum comment can explain.

What is the average number of clients an Edward Jones rep might manage after being in business for 15 years or so? At what point do they get a “Good Night”?

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For people moving from PwC to EY, what’s the reason for your move? Does EY give you a significant raise which is more than the recent raise announced by PwC?

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What do you do when your manager is micromanaging to the point that it actually has a negative impact on the work? They're not taking any fair feedback and discussion points from myself of the team, giving circular feedback for the sake of feeding back which is having a knock-on effect on timeli, and generally causing the work and morale to suffer.

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Anyone who works at UBS IB, when are you notified of your annual bonus amount, when is it paid out, and how long do you have to stay on with the firm to retain it without any clawbacks? Thank you in advance.

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What are the major value props of becoming a MBB partner given the strength of exit oppts?

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MBB people in London (or other non-US financial hubs) - if you are aligned to the financial services industry, are you still on the road most of the time or are projects more local?

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What’s the ideal compensation for an Experienced Associate (with 3 years of experience in tech) in PwC Boston? PwC

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Are you still contributing to 401K at these times or try to keep cash instead?

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Anyone who has recently accepted a job at EY consulting I would greatly appreciate your insight. How would you describe work life balance in comparison to the company you left? Was the increase in pay/benefits worth the change in work life balance? I’m currently in a situation where I work close to 40 hours a week (remote), so I’m hesitant to accept a new role where I may work 50-60 hours a week for only 20k more pay. Also for reference I’m looking at transitioning into a senior consultant role.

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Would anyone have any guidance on how to exit into a data science / data analytics job in industry without going back for an advanced degree? What could I expect in terms of recruiting process and base pay for the various levels?

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Team member just quit, and this job is turning out to be a hell hole... Manager expects me to pick up the slack... Anyone been in these situations what the best move?

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Gave my two weeks yesterday and the case transition will be completed within a few days. Do I stay the full two weeks even though I won’t have more than 2-4 hours to bill a day (if I stretch it out)? Advice on what to do.

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How does your firm approach RFP responses? Proposal department? Bench resources? Staffed resources? All of the above? Would appreciate any and all information about your firm’s approach.

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Would you take an IB analyst role in your late 20s?

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To those who have several years of experience ion TA: Do you think staying in the campus recruiting space limits you? Should one try to get exposure to other HR areas for the long run?

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how long does the big 4 usually give you to accept an offer?

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At a crossroads for what to do … <3 YOE and have enough saved up for a down payment on a condo (live w parents now), but am also thinking of getting an MBA . Would love to do an MBA abroad and work internationally for a few years, but financially it would definitely be better to have a mortgage vs. lose 2 years of income .. plus it seems like MBA’s aren’t as valuable as before any thoughts ?

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Graduated in 2014. Make 150k as a manager now. Looking for Corporate Strategy roles in f500. What should I shoot for for total comp?

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If I have to travel every effing week into Midwest. What's the point of even having an apartment that too in the Bay Area. Any cheap apartment areas or should I just get a transfer?

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Interviewing with Optum healthcare consulting. Anyone have experience or anecdotes to give an inside perspective?

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Additional Posts

Horrible anxiety about considering a new job.... I was one of the big firm stealth layoffs in covid and joined a boutique firm in Sept. They came sort of close to matching my salary but I moved to SoCal and have an opportunity to jump back in to big law and get $100k raise. The people at the small firm are so nice, but hours are nuts and if I’m going to work this much, I might as well get paid more, right? Is it too soon? How do you tell them when the managing partner took you under his wing?

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For people moving from PwC to EY, what’s the reason for your move? Does EY give you a significant raise which is more than the recent raise announced by PwC?

likehelpful

Gave recruiter TC expectations and that there was a gap to cover. Now they want to know how much bonus I'd be walking away from. Feels like they are trying to back into my current comp. How to respond?

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What do you do when your manager is micromanaging to the point that it actually has a negative impact on the work? They're not taking any fair feedback and discussion points from myself of the team, giving circular feedback for the sake of feeding back which is having a knock-on effect on timeli, and generally causing the work and morale to suffer.

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I am applying for a job at my client but in a different division than the one I work with. Should I tell my hiring managers and interviewers that I have experience working with their company? I am concerned about them reaching out to their counterparts (my current client) in the other division and my current client may inform my partner about my move. What is the suggested approach here?

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Anyone who works at UBS IB, when are you notified of your annual bonus amount, when is it paid out, and how long do you have to stay on with the firm to retain it without any clawbacks? Thank you in advance.

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I make good money as a PM (85k) but my stress levels may actually be killing me. I’ve realized I’m only doing this still for that salary number and I’m otherwise extremely unhappy. Any ideas on a career change? I’ve thought about looking into other PM type roles outside of advertising but I’m at a loss for what kind of career change I’d even be interested in.

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Anyone at trinity have insight into comp at the lower levels? (AC —> SC)

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What are the major value props of becoming a MBB partner given the strength of exit oppts?

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MBB people in London (or other non-US financial hubs) - if you are aligned to the financial services industry, are you still on the road most of the time or are projects more local?

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Are people seeing a rise in supervised edit sessions? I’m freelance and have done one so far but everything else has still been remote. Wondering about current trends. I’m in NYC but interested in anyone’s experience!

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Are you still contributing to 401K at these times or try to keep cash instead?

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