Edward Jones Discussions

Lol has anyone done a pre-recorded interview? If so, any tips?? Just got an email from Edward Jones requesting that I complete one by tomorrow.

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I am in talks with vanguard, fidelity and Edward Jones about making a switch. They obviously are vastly different career paths. I’m wondering if any other advisors here who have worked at any of these… more

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I am going through the interview process at Edward Jones. I have heard about the goodnight asset sharing from several existing FAs. How much in assets typically get shared?

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Good Morning,

I'm looking at transitioning into Financial Advising with Edward Jones, wanted to know if anyone can provide some REAL insight on what I may be getting into with the Fina… more

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Can someone provide a referral for Edward Jones? Looking to land a job at the Arizona Office, CFA Level 1 candidate. Taking the exam in August. Any help would be appreciated

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Does anyone know how bonus payouts work Edward Jones? Is it really 20% of base every 4 months or is it 20% of b… more

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Thoughts on maxing out 401k?

Current TC is 105k. My lifestyle/QoL costs about 40k. The rest really just goes into various investments (currently 10k to 401k pretax, and the rest split betwe… more

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Good Morning,

I'm looking at transitioning into Financial Advising with Edward Jones, wanted to know if anyone can provide some REAL insight on what I may be getting into with the Finan… more

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Anyone have any experience as a financial advisor at Edward Jones? I have been referred for my area to take over part of a book of business. Thoughts or advice as I move forward in the process?

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Edward Jones is talking about teaming. Is this actually happening right now or only speculation? How does someo… more

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Family member is in their mid-70s still working FT but as an indep contractor and does not have employer backed retirement account. Income is close to $200k. Has reverse mortgage, some car loan debt, … more

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Hi— 👋🏻
Anyone familiar with the
Edward Jones interview process? Specifically a Product Manager role at … more

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Any fishes here work for Edward Jones? Currently working on H1B through a vendor and wanted to know:

1. If EJ sponsors H1B?
2. Do they allow working from India if we travel for a short… more

Any Edward Jones Advisors who may be willing to share any tips on getting my foot in the door or provide a refe… more

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Hello, can anyone help with a referral for Edward Jones? I am looking to work in the Phoenix area. I’m taking t… more

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Any Edward Jones employees? Can anyone share any tips for getting my foot in the door? I’m licensed, have my CF… more

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Hi There - There’s a marketing role at Edward Jones that I’m excited about and seems well aligned with my skill… more

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

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Any scrum masters from Edward Jones? I have an interview coming up so wanted to see how y’all work?

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Does anyone work for Edward Jones? I am interviewing with them for an HR role and would love to learn more about the culture. I’m looking now because the culture at my current job is borderline toxic.… more

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Does anyone know how the bonus payout work at Edward Jones? Is it really 20% of base every 4 months? Or is it 2… more

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Good Morning,

I'm looking at transitioning into Financial Advising with Edward Jones, wanted to know if anyone can provide some REAL insight on what I may be getting into with the Finan… more

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Service specialist II Edward Jones Salary range does any body know

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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… 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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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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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.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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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.… more

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Is anyone on here still selling fax machines?

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I’m starting as a strategy consultant soon. I see many people on this app talk about exiting to industry. What are good/realistic exit opps for strategy consultants (MBB)?

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How are internal roles treated at Bain? Also, any ideas for compensation? Role is building out analytics platform. I am interested in the work but I’ve barely started out of undergrad. However i would jump for better comp 🤷‍♀️

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I really hate the Brest Cancer branding in sports

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What is the average salary for an account manager in employee benefits at brokers firm? And what about a senior account manager salary? I have 7 years of experience in the health insurance industry. I want to see if I’m on track or if it would be out of line to ask for a raise.

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What was your background before getting into asset management?

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Having struggles in handing multiple clients work. Those 50% 50 % split is a joke and I am just feeling not doing 100% for either job. Plus additional BD work, any suggestions in switching mode?

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ZS or LEK. Not sure if I want to prioritize money/prestige over WLB. But also are these two firms really that different?

2nd year associate here

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Hi there! I’m seeking a referral to a market access role with Guidehouse I have well over 10yrs experience in the field with a masters + in Healthcare. I would love to connect with someone.

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This feels like a low offer: Sr Software Engineer Base: $125k. Stock: $50k/4 years. Bonus 0-20%. I have 6 YOE.

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Which area earns more down the line, audit or tax?

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Suggestions for blowing 1 million Marriott points? I’m looking for a nice property by the beach, with hot weather. (I also have 7 suite night upgrades if it helps.) I understand points are being devalued in March. But can my travel take place any time this year to get the full value?

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Anyone else frantically tidy up your hotel room before your room service comes? Just me? Ok 😅

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Going to Greece in September (Santorini, Mykonos, Naxos and Athens). Any must do activities or restaurants that you recommend while there?

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Am looking at exit opportunities and researching FAANG. Curious to understand why anyone would join Amazon which has the worst benefit of the FAANG? Can anyone share what’s better at Amazon that I am not aware of? Amazon and Facebook on sites lined up in January! So researching now!;)

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Hi all! New to fishbowl and need likes for DMs. Thanks in advance :)

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A financial services client is asking me to be out sourced CCO for them. It’s not something I can’t do I just don’t hold them as honest people and in high regard. I worry about my liability of them messing stuff up. How do I stay as their counsel but decline the CCO liability.

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Additional Posts

We will be getting hikes like last year ones 🥰🥰🥰🥰🥰

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Hi,

I am going through psychological stress, mild depression and anxiety issues due to recent workload and have lost all motivation to continue. I am planning to quit but afraid will i get a job post that. What shall i do?

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Do optum provide Cab services for Gurgaon or Noida location.?

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Hi Guys. I work a Developer in Toronto. My employer gave me a monitor for work from home - I broke it. Could anybody share if they have faced similar situation

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Can someone explain why my budgeted hours are so important if I don't get paid overtime and the audit is a fixed fee...

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Any insight on Cashmere Agency?

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FTM - going to birthing classes this next month. Did you all engage with other parents at these classes? How did you start to engage? Any good topic ideas?

I feel like I don’t remember how to talk to new people about non-work topics anymore!

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Anyone work at Deloitte in Detroit, MI? How is it?

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Hello everyone!
What are the best valuation books?

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Hi, I work two jobs, one is a medical office assistant to a surgeon. He pays me privately and I am trying to figure out how much a medical office assistant should be making in Canada. Thanks!

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Is there anything you wish you knew about civil engineering before deciding on your degree?

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