The freedom to build your practice your way, backed by our support. New digital tools to help you grow — and strengthen — client relationships. A purpose-driven culture built on client-first values. Training and opportunities to take on leadership roles. The ability to make a positive impact on your clients and community, with the flexibility to stay true to your values and pursue your own life goals. These are just some of the ways we can help you take your practice to the next level.
Experienced Financial Advisor
by John Manganaro
Experienced Financial Advisor
by David Chubak
As an experienced financial advisor, you know how to build a successful practice by supporting your clients through each stage of their lives, and it’s important to remember how long-term planning will apply to you and your business. Cerulli reports that 37.5% of industry financial advisors will likely retire during the next 10 years, and while the short-term priorities associated with running and growing your business might feel more urgent than planning for your future succession, preparation today can help provide a smooth transition for your clients and create an enduring legacy for your practice and preserve your reputation. At Edward Jones, succession planning for financial advisors is part of our commitment to supporting clients and colleagues alike. A Financial Advisor’s Roadmap to Retirement Deciding when it’s time to retire from your practice is not an easy decision, let alone managing the various influences you encounter in the early stages of planning. It takes time to get comfortable with your own succession plan and feel confident in your successor’s ability to maintain the level of service your clients have come to expect. At Edward Jones, we can help you implement a clear and comprehensive plan to alleviate these concerns. Our financial advisors are backed by firm support throughout their career trajectory at Edward Jones, which is why our structured framework for retirement transition plans is designed to empower financial advisors as they navigate their next chapter. Our roadmap thoughtfully lays out the six steps you’ll take through your retirement transition, from the inquiry and assessment stage through plan completion. This gives you the opportunity to assess the situation – deciding when you want to retire – and design the plan that works best for you. Just as we are there to support our financial advisors with coaching and peer support when building a practice, we are also there to provide the resources and guidance necessary for successful succession planning for financial advisors. “Whether you are considering retiring within the next decade or beyond, at Edward Jones, we can help ensure your practice and legacy continue well into the future.” – David Chubak, principal, Head of the U.S. Business Unit and Branch Development, Edward Jones Keys to Success(ion) No one knows your clients and practice like you do. One way to ensure your clients are in the right hands is through a successor selection process that matches your clients with a financial advisor best suited to their needs. This a collaborative process, meaning you will play a pivotal role in ensuring the next generation has the tools and client know-how to succeed. It is important for you to share what keeps your practice going to help ensure its future success and maintain the momentum you’ve worked hard to create. From administrative needs to client nuances, equipping your successor with the right information makes all the difference. In fact, Edward Jones’ research shows that business owner clients need support with maintaining business continuity during the transition period (57%). We also found they need comprehensive planning and ensuring adequate resources for the transition (56%). Tackling these hurdles early through constant communication helps mitigate confusion for your successor and your clients. Whether you are considering retiring within the next decade or beyond, at Edward Jones, we support succession planning for financial advisors by helping ensure your practice and legacy continue well into the future.
If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Experienced Financial Advisor
by David Chubak
At Edward Jones we talk a lot about our collaborative vs. competitive culture. It’s a difference I’ve felt daily as Head of Branch Development and U.S. Business Unit, but I’ve never felt it more deeply than in my recent branch experience. I had the opportunity to immerse myself in a branch and fill in for one of our Chesterfield, MO financial advisors for eight weeks. Working day in and out with our financial advisors, branch office administrators, and other Client Support Team members helped me see firsthand how our firm’s hardworking branch associates collaborate to support the real-time needs of our clients. Our shared purpose – to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society – enables all Edward Jones associates to work together to make an impact. Collaboration within the Branch My team during my branch experience included client support teammates Linda Rupp and Becky Brums and I couldn’t have done it without their support. In my first days at the branch, we made the transition to Salesforce and that migration was truly an all-team effort. The dedicated support of our Client Support Teammates means that Edward Jones financial advisors have the support they need to grow a practice that puts clients first. Support from the Home Office In my experience, I not only leaned on the Home Office for support with things like technology and branch office facilities needs, but also bigger programs that are helping transform our branch offices. For example, with the support of the Home Office, now all Edward Jones financial advisors have tools to enable deeper discovery and more personalized experiences with clients, including MoneyGuide Elite and Portfolio Optimization to enhance outcomes like ongoing tax management. I had a client come into my office to get some advice, as he was preparing to propose to his girlfriend. So, as he was considering things like engagement rings and starting a new life with her, I was able to leverage our new tools like MoneyGuide to really dig deep, listen, and build on the great relationship he already had established with Edward Jones, to think through how we could support him from a financial perspective to give him the confidence he needed for this next big step in his life. He shared how he was thinking about his big proposal . . . and Linda and I shared some of our lessons learned, and followed up from our meeting with our own (slightly less exciting) portfolio rebalancing proposal! “Edward Jones financial advisors have the freedom to build their own practice to best serve the needs of their clients, but that doesn’t mean they have to go it alone.” Advisor-to-Advisor Connection In August, we had a few high volatility days and a number of challenging but rewarding conversations with clients who had very normal anxieties and questions around what to do. I never felt alone handling these challenging days – I always felt part of a team laser-focused and fully committed to serving our clients with distinction and tremendous care. In addition to informal mentoring and collaboration, financial advisors in a region meet several times a year for in-depth discussions on business-building ideas, best practices and practice management. Edward Jones financial advisors also have the support of the regional leader — a highly successful, well-respected veteran financial advisor committed to advancing the overall health and growth of the region. I couldn’t be prouder to serve alongside more than 19,500 other financial advisors across Edward Jones who show up for our clients like we have the last 100+ years – listening, connecting and providing sound advice. It was a profound reminder of the nobility of the profession, the distinctiveness of Edward Jones, and how the trusted relationships we’ve built help us make a difference in the lives of so many families across North America.
Building strong and lasting client relationships requires time and focus, and Edward Jones financial advisors are positioned for success thanks to our Client Support Teams within the branch.
Edward Jones financial advisors have the freedom to build their own practice to best serve the needs of their clients, but that doesn’t mean they have to go it alone. In fact, there are thousands of associates in the Home Office to support their success.
During my branch experience, I was also responsible for advancing the branch’s client service and financial goals. I couldn’t have done it without the mentoring and guidance I received from other financial advisors in my region. Since Edward Jones is collaborative, not competitive, I could reach out for support throughout my branch experience. I had two volunteer field trainers from my region roll up their sleeves alongside me to develop strategies for managing my time, thinking through capacity planning, and also on how to advance my judgment and instincts for portfolio planning and more complex subjects like retirement, estate considerations and so much more.
If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Experienced Financial Advisor
A Unique Opportunity for Financial Advisors In the world of financial services, recognition and rewards for outstanding performance are essential to motivate and inspire financial advisors to build successful practices. The Edward Jones Travel Award Program is one of a kind, offering a unique opportunity for financial advisors to relax, recharge, and share ideas with their peers. This unique program is revered in the industry, and it’s what sets us apart from competitors. A Travel Award Program with Purpose: The Edward Jones Travel Award Program was created with the aim of recognizing financial advisors who build and manage successful practices by helping their clients achieve their financial goals through a solutions-based approach. The purpose of the program is to: What Makes the Program Unique? The Edward Jones Travel Award Program stands out from competitors in several ways. Firstly, trips have the option of including family, which is rare in the industry. Secondly, it provides a cash alternative for those who prefer not to travel. During the pandemic, the program even offered a Personal Travel Award Card, which allowed financial advisors to use the funds for any travel-related expenses. Additionally, the program has never canceled trips during challenging economic times, demonstrating its commitment to recognizing and rewarding its financial advisors. With the Edward Jones Travel Award Program, there is no cap on the number of qualifying financial advisors with an average of over 60% qualifying over the last three years. Hear From Our Own Financial Advisors: – Patty Krenos, Regional Leader, Financial Advisor -Jeff Springgate, Financial Advisor, Edward Jones
“I am incredibly grateful for the travel rewards program offered by Edward Jones. It has not only allowed me to explore new places and cultures but has also given me the opportunity to create unforgettable memories with my daughter that will last a lifetime. From our adventures in exotic destinations to the simple moments of togetherness, these experiences have strengthened our bond and enriched our lives in ways I never thought possible. Thank you for making it possible for us to share these precious moments and create a treasure trove of memories that we will cherish forever.”
“We went to the Grand Caymans this past February. What made this trip unique is that we decided when each of our kids turns 10, we have 3, we’ll take them on their own special trip without their other siblings. My daughter was the first to turn 10, so this was her trip with my wife and me. It was such a great trip being able to focus on just her for 7 days.”
If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Experienced Financial Advisor
Experienced Financial Advisor
Awards & Accolades:
In May 2024, Financial Planning listed Edward Jones as the number one firm for Best Advisor Pay for the $2M, $1M and $600K production levels and second for the $400K production level.
Experienced Financial Advisor
Experienced Financial Advisor
Experienced Financial Advisor
