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  2. Edward Jones to Deploy MoneyGuide Software to All U.S. Advisors

    www.wealthmanagement.com/technology/edward-jones-deploy-moneyguide-software...

    Samuel Steinberger | Mar 17, 2022. Edward Jones is increasing its technology spend and gradually making third-party financial planning from Envestnet | MoneyGuide available to its more than 17,000 ...

  3. Edward Jones Tests New Teaming Model for Advisors Close to...

    www.wealthmanagement.com/industry/edward-jones-tests-new-team-model-indie...

    Edward Jones has a long history of operating under a one-advisor-per-branch model. But about a year ago, the firm said advisors who choose to can co-locate in the same building. The firm then ...

  4. Former Edward Jones Advisors Launch Breakaway Support Platform

    www.wealthmanagement.com/ria-news/former-edward-jones-advisors-launch...

    Diana Britton | Jul 09, 2024. Three financial advisors who broke away from Edward Jones in 2023 have launched Uptick Partners, a new support platform designed to help other advisors from captive ...

  5. Legal question about leaving Edward Jones | Wealth Management

    www.wealthmanagement.com/.../legal-question-about-leaving-edward-jones

    Joined: 2010-02-25 Offline. EJ can't sue you just because you quit. However, they can try to recover your training costs if you stay in the industry. It makes no sense to work for another company ...

  6. Some Disadvantages of Edward Jones - Wealth Management

    www.wealthmanagement.com/forums/whats-firms/some-disadvantages-edward-jones

    Sophistication level is low. This can be a competitive disadvantage when you're up against high quality Independents, RIAs or wirehouses. 3) The FA doesn't have a personal brand. The Edward Jones ...

  7. Edward Jones - how much does a Goodknight supplement?

    www.wealthmanagement.com/forums/whats-firms/edward-jones-how-much-does-good...

    That’ll gross 787.50. Jones keeps 80% of your gross commission the first year, so you’ll take home $157.50 before taxes. That extra 20-25k comes from commission, trimester bonus’s, new asset ...

  8. DOJ: Former Edward Jones Advisor Defrauded $800K From Investors

    www.wealthmanagement.com/regulation-compliance/doj-former-edward-jones-advisor...

    Patrick Donachie | Nov 24, 2021. An advisor with Edward Jones for two decades defrauded multiple elderly clients of about $800,000 to fund his own personal expenses, according to the Department of ...

  9. Edward Jones and Client Statement Options | Wealth Management

    www.wealthmanagement.com/institutions/edward-jones-offer-account-statement-options

    Edward Jones to Offer Account Statement Options. Edward Jones is introducing a new account statement option next month, allowing clients to decide the level of complexity and financial detail ...

  10. Edward Jones - Wealth Management

    www.wealthmanagement.com/companies/edward-jones

    Edward Jones is a financial services firm serving U.S. and Canada with over 15,000 locations and 19,000 financial advisors. Edward Jones has approximately 8 million clients and $1 trillion in ...

  11. Edward Jones to Offer Online Banking | Wealth Management

    www.wealthmanagement.com/archive/edward-jones-offer-online-banking

    Edward Jones & Co. plans to introduce online banking services by the end of the year. But the St. Louis-based firm is quick to point out that it has no plans to offer Internet trading.