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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Is Edward Jones now allowing multiple reps to be in the same office?

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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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Sorry for the newb question About 12 years ago I opened an account at Edward Jones for my kid’s 529 account. Since that time I have also rolled previous employer 401k funds there into IRAs (have a to… more

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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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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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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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Anyone use Edward Jones as a financial advisor? Reviews?

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

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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'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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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’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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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 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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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?

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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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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I think (fingers crossed) that I am about to get a job offer for a management role. It would be a 45 percent pay increase and I honestly might be able to negotiate it to up to 55, but I just don’t feel excited about it. It’s a smaller company then where I am now, but still a decent size and great reputation, but the team is much smaller. I really want to be more excited because I know it’s a good opportunity. Any advice?

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