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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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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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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Anyone use Edward Jones as a financial advisor? Reviews?

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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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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'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'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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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 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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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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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 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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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?

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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.

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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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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.........

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

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What is the Edward Jones policy/stance on social media and advertising? Is it really restrictive? Seems like reps want to use it, but are limited on what they can do.

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What is Edward Jones tech stack? CRM, planning software, ect.

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Just had an appointment with a prospect who is currently with Edward Jones. He told me his advisor told him that he doesn’t pay him any fees. I asked if he thought the advisor worked for free...

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Asking for a friend: Has anyone previously at Edward Jones recently left within the first 3 years of your can sell date and not had them try to go after you for training costs?

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I was shocked yesterday when a man knocked on my door with an Edward Jones name tag on. He was going door to door to try and get clients. Is this really still how some advisors try to get clients?

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Edward Jones is charging me $40 for a good knight account. The client refused to close the account a year ago and it is only worth $60. Is that even legal??? Thoughts

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What is the competition like among Edward Jones advisors who’s offices are located in the same town? We have 4 offices within a 3 mile radius. Just curious if it ever gets nasty.

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Ms & up: feeling great & awesome about spending time w family and catching up on what really matters? Pls remember this in 2 weeks when you work your team endless hours for no good reason. Be a human.

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Does Deloitte not allow robinhood? Why?

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Why do some people like to type “...” in between sentence? E.g. “Hi...are you free to chat...Need to connect on xyz...”

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Additional Posts

(Canada) I completed all coop terms at another big 4. Interviewed and received offer as new grad for this firm. Salary is lower than I’ve expected (i.e. usual starting salary) I haven’t heard...cont’d

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What tips do you guys have to make your home environment a more pleasant area to work/be more productive? I find myself becoming more and more depressed as the time goes on and thought I should find ways make it better. For context I just graduated college so I won’t be able to afford standing desks or fancy office chairs.

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Any suggestions on spg/marriot properties in the caribbean to family on a trip away from the cold next winter? Thanks!

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When is it either allowed or seen as OK to start using FTO? I recently started here and while I’m not looking to slack off and take time off, I just want to know how it works. (Plus, I don’t want to not use something that I can or should use.) Elementary stuff, I know. But I’ve freelanced my whole career until now. Thanks

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“Strategy Consultant” vs "Management Consultant” which has more attractive exit ops? Please list.

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It's almost Friday. Right?

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