Succession Planning: Buy/Sell Practice

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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works at

EJ doesn’t sell their books of business. It is simply spread out around whatever region that that advisor is in. The assets or recycled to different advisers whom management favors.

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I work at EJ... have been here for 15 years... ^^^^^ true story.

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If a Jones advisor is telling you they are selling their book, either they are lying or you are thoroughly confused.

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That he can’t sell his book and I don’t want to go to jones. I think it is in fact you that is not reading carefully.

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