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Competitive, transparent — and driven by you.

As an Edward Jones financial advisor, how much you earn is determined by you – your business plan, your drive and how deeply you serve your clients. You won’t bump into an arbitrary cap on earnings — or a branch manager taking a share of the profits.

Your success results from the support of 9,500 associates at our headquarters working for you, our extensive offering of client-centric products and services, and, best of all, a branch team dedicated to helping you deeply serve your clients.

Compensation

Your experience counts.

Our compensation packages for experienced financial advisors and emerging producers are competitive and provide guaranteed earnings without contractually binding you to the firm for the long term. Our compensation is individually assessed and optimized for incoming financial advisors to ensure a smooth transfer to the firm – and a solid start to your Edward Jones practice.

Early in your career?

We understand it takes time to build a successful practice. If you are an emerging producer with less than three years’ experience or under $30 million in assets under care, we will support you with:

Up to four years of supplemental salary in addition to your minimum guaranteed salary (All employee financial advisors receive minimum guaranteed salary which does not fluctuate and is paid regardless of quality or quantity of work performed)
New asset compensation
Commissions and Standard Compensation components (see Standard Compensation chart below)

Learn more about transition compensation for emerging producers.

Established?

If you are an experienced advisor having more than three years’ experience, greater than $30 million in assets under care, and trailing 12-month production of $250,000 or higher, your compensation could include salary, commissions, and new asset compensation based on the assets you acquire within a certain time after joining Edward Jones.

Experienced Financial Advisor Transition Compensation

As an experienced advisor transitioning to Edward Jones, your compensation is commensurate with your experience and the maturity of your practice. Every financial advisor’s practice is unique and at varying stages of development, therefore compensation plans for experienced financial advisors are structured to reflect an individual practice level and designed to optimize the financial opportunity.

Our base transition compensation offer is at least two times an advisor’s trailing 12 months of production with no handcuffs.

It’s simple and transparent with no contractual promissory note, loan repayment or tenure requirement locking you in.

These individual plans include the following components:

Supplemental salary for first 12 months (in addition to your minimum guaranteed salary)
New asset compensation for 24 months
Commissions, fees and Standard Compensation components (see Standard Compensation chart below)

To receive a complete estimate of your individual compensation, speak with a representative about your individual compensation potential and the Edward Jones Total Rewards compensation program, please email FATalentAcquisition@edwardjones.com.

Transition Compensation	Year 1	Year 2	Ongoing
Supplemental Salary	✓
New Asset Compensation	✓	✓

Standard Compensation	Year 1	Year 2	Ongoing
Commissions & Fees	✓	✓	✓
Trimester Profitability Bonus	✓	✓	✓
Travel Award Program	✓	✓	✓
Profit Sharing	✓	✓	✓

Financial Advisor Transition Year 1-2 Compensation Example

Select amounts from the dropdowns below to get an idea of how your compensation could look for the first two years at Edward Jones.

State

Current AUC

12-month Trailing
Gross Commisions

Year 1
Total New Assets

Year 2
Total New Assets

State

Current-AUC

12-month Trailing Gross Commisions

Year 1 Total New Assets

Year 2 Total New Assets

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Compensation for a financial advisor transitioning to Edward Jones is commensurate with their experience and the maturity of their practice. For those advisors with AUC below $40M, it is likely that the compensation package will vary and will include a supplemental salary. Therefore, the above calculator is not applicable for this group of advisors.

Component Details for Years 1 and 2
Components	Year 1	Year 2
Supplemental Salary¹	0	0
Net Commissions	0	0
New Asset Compensation²	0	0
Profitibility Bonus³	0	0
Profit Sharing⁴	0	0
Travel Award Program⁵	0	0
Total	0	0

This information is for illustration purposes only and does not guarantee a Financial Advisor will receive any specific type or amount of compensation; your compensation may vary. This information is not intended to predict future compensation and contains certain assumptions which may or may not be accurate. This information is based on Edward Jones’ current compensation structure and is subject to change at any time.

For the purposes of this calculator, salary is estimated based on AUC and 12 Mo Trailing Gross. Salary is offered for the first 12 months and determined on an individual basis. Actual salary will vary. Salary reflected is annual supplemental salary and does not include MGS.
New Asset Compensation: Compensation earned for all qualifying new assets to Edward Jones. Bonus calculation above includes certain assumptions and actual compensation may vary.
Profitability bonus: Trimester profitability bonuses are based on the profit of the firm and your individual branch profitability. Due to high new asset compensation, your branch may not be profitable in the first two years with the firm.
Profit sharing: Profit sharing is tied to the firm’s profitability and contributed to the firms qualified retirement plan up to the maximum amount define under ERISA. Amounts over the limit are paid in the form of a cash bonus. Historically, profit sharing has averaged over 4% of associate’s total compensation and is 100% vested day one.
Travel Award Program: Financial Advisors have the opportunity to earn up to two trips a year with a guest by qualifying for this award. The above amount represents the value of the trips taken; associates must meet qualification requirements to be eligible. Cash payout in lieu of trip may vary.

Commissions are just the beginning.

You’ll run your own office, set your own goals and partner with clients on achieving their financial and life goals – and your compensation will reflect your success in those efforts. Commission and fees range from 36%-40%. But your total payout can hit 50% when you add in travel awards, profit sharing and, in the past, potential for a limited partnership opportunity*.

Bonuses paid as you earn them.

Bonuses and other variable compensation can make up a significant percentage of your compensation. And we don’t hold your bonuses captive to entice you to stay. We structure all bonus opportunities to be paid as you earn them on a trimester basis – so you can get rewarded for your hard work today and reach your full potential sooner.

Trimester profitability bonuses are based on the profitability of the firm and your individual branch office. These bonuses are designed to reward financial advisors over and above your regular earnings when your efforts produce a bonus-eligible profit for your branch. Eligibility begins immediately once paid. (For more detail, see Profit and loss statement section below.)

Profit and loss statement

Edward Jones financial advisors operate individual branch offices. This entrepreneurial business model gives you the freedom to build your business your way. Rewarding you for the profit and bonus opportunities you create – with no managers in the branch to take a cut.

Each financial advisor receives a branch profit and loss statement, which includes all revenue and expenses attributable to your branch, minus an allocation for firm support. Branch expenses** typically include:

Financial advisor earnings
Branch staff payroll
Benefits
Occupancy expenses
Equipment and access charges
Telephone, postage, licenses, etc.

Your branch profitability bonus is based on a combination of the firm’s and the branch’s profit. Your branch’s profit is determined by a simple formula:

Gross Revenue
+ Credits
+ Fees
– Expenses
– Firm Support
Branch Profit

Branch profitability bonuses are calculated and paid on a trimester basis, based on the firm’s current bonus level and the branch’s individual profit.

Edward Jones Financial Advisor Average Return — Standard Compensation

Use the “next” or “previous” buttons to read the component details for each level of gross commissions.

Component Detail for $400K in Gross Commissions

Component	Amount	% of Gross
Commissions	$151,000	38%
Profitability Bonus	$11,000	3%
Profit Sharing	$9,000	2%
Core Compensation Total	$171,000	43%
Travel Award Program	$14,000	4%
TOTAL RETURN	$185,000	47%

Component Detail for $600K in Gross Commissions

Component	Amount	% of Gross
Commissions	$228,000	38%
Profitability Bonus	$56,000	9%
Profit Sharing	$14,000	2%
Core Compensation Total	$298,000	49%
Travel Award Program	$14,000	2%
TOTAL RETURN	$312,000	51%

Component Detail for $1M in Gross Commissions

Component	Amount	% of Gross
Commissions	$383,000	38%
Profitability Bonus	$150,000	15%
Profit Sharing	$26,000	3%
Core Compensation Total	$559,000	56%
Travel Award Program	$14,000	1%
TOTAL RETURN	$573,000	57%

Component Detail for $2M in Gross Commissions

Component	Amount	% of Gross
Commissions	$782,000	39%
Profitability Bonus	$383,000	19%
Profit Sharing	$56,000	3%
Core Compensation Total	$1,221,000	61%
Travel Award Program	$15,000	1%
TOTAL RETURN	$1,236,000	62%

This data reflects a three year average (2019-2021) of the median Financial Advisor Total Return statements for standard compensation in the United States, except for California, Illinois, Montana, New Hampshire, North Dakota and South Dakota. View the median returns for these states. This data is not intended to predict future Total Return for any particular Financial Advisor and is subject to change at any time. Figures do not include potential partnership returns. This information is for illustration purposes only and does not guarantee a Financial Advisor will receive any specific type or amount of compensation.

For the purposes of this calculator, salary is estimated based on AUC and 12 Mo Trailing Gross. Salary is offered for the first 12 months and determined on an individual basis. Actual salary will vary. Salary reflected is annual supplemental salary and does not include MGS.
New Asset Compensation: Compensation earned for all qualifying new assets to Edward Jones. Bonus calculation above includes certain assumptions and actual compensation may vary.
Profitability bonus: Trimester profitability bonuses are based on the profit of the firm and your individual branch profitability. Due to high new asset compensation, your branch may not be profitable in the first two years with the firm.
Profit sharing: Profit sharing is tied to the firm’s profitability and contributed to the firms qualified retirement plan up to the maximum amount define under ERISA. Amounts over the limit are paid in the form of a cash bonus. Historically, profit sharing has averaged over 4% of associate’s total compensation and is 100% vested day one.
Travel Award Program: Financial Advisors have the opportunity to earn up to two trips a year with a guest by qualifying for this award. The above amount represents the value of the trips taken; associates must meet qualification requirements to be eligible. Cash payout in lieu of trip may vary.

Client Transition Programs

Providing ideal client experiences is largely dependent upon having an optimal number of clients to manage. At Edward Jones, we have both an asset sharing program, allowing you to “right size” your practice, and a considerate, thorough retirement transition program, providing a succession plan that serves both your clients’ best interests and your future wellbeing.

Asset sharing
As you grow your practice, you may want to deepen relationships with a smaller number of clients – so you can focus more fully on helping them achieve their financial goals. We compensate you as you transition client relationships to another financial advisor looking to build their practice – a win-win that supports our client-first business model.

Retirement transition
You’ve established close, trusted client relationships throughout your practice while helping them reach their investing goals. When you are ready to start a new chapter in life, knowing that your clients will continue to be cared for is one of the biggest challenges. We understand the complexity of this situation, which is why we offer a thoughtful turn-key succession process that leaves your legacy in good hands. At Edward Jones, our retirement transition structure allows you to direct the plan using our simple, but thorough roadmap.

Benefits

Learn more about our benefits package at our Investing in You website.

*Limited partnership is a security and can only be acquired through a securities offering that complies with the securities laws. The offering of limited partnership can only be made through a registered offering document or pursuant to an exemption. There is no assurance that the firm will engage in future offerings of limited partnership or that the offering criteria will be the same as in the past. Invitation to participate in any offering is at the discretion of the firm.

**Financial Advisors may incur additional branch expenses.