Experienced financial advisors considering a move to Edward Jones

A couple having a discussion with a financial advisor.

Prioritize your clients, not your firm’s bottom-line.

Build trust with your clients through personalized solutions, not restricted options. As a Financial Advisor you will have access to a broad suite of investment solutions, and no proprietary products, empowering you to offer tailored wealth management strategies that cater to the unique needs of each of your clients.

Learn how we cater to complex needs

Associate Testimonial

Compensation is extremely attractive and simple to understand. No grids or bonuses tied to products that created conflicts of interest. Incredibly to me, they built me an office and hired an administrator in the area I lived in!

Nathan Osterhout

Financial Advisor, Edmonton, Alberta

Hear what happens when you redefine your worth.

Don’t take our word for it. Discover why other Experienced Advisors have transitioned their practice to Edward Jones. See what can happen when you’re able to put clients first and be part of a collaborative branch team making a meaningful difference in people’s lives.

Read the transcript or view the audio described video.

Video Transcript

[Music Playing]

[Text] Jennifer Mackie – Financial Advisor

[Jennifer] I used to work for another firm, and I decided that it was time to look for something different for my clients.

[Text] Eric Borggard – Financial Advisor

[Eric] We want to take our practice to the next level, and this is the place that we think is really a good shot at making that happen.

[Text] Nick Lalonde – Financial Advisor

[Nick] It is absolutely important to make the change.

[Text] Take Your Practice to the Next Level

[Nick] I see my practice exploding with growth, and I think in part, that’s because of the service model that we have here at Jones. Because of the type of products that we’re able to offer to our clients.

[Jennifer] We’ve got the ability to trade and have a commission-based account, or we have the ability to actually do a fee-based account.

[Eric] I felt very comfortable with the advisory platforms

[Text] The Branch Team

[Nick] I think that’s one of the secret weapons of Edward Jones is our BOA.

[Eric] The ability of an advisor and branch office administrator team to make a difference in our clients’ lives is more profound here.

[Jennifer] When you have a branch office administrator in your own office, they actually know your clients just as well as you know your clients. And I’m not tied to that office, I can actually go out and find the business, as opposed to just waiting for it to come through the doors.

[Text] Transition Tailored to You

[Nick] I felt an immense amount of support. We have a transitional rep that helps you every step of the way, moving from one firm to the next.

[Eric] Her entire role was to support the effort, make sure we were not having to deal with paperwork issues, help train us on the systems, basically left us to do the work we needed to get done in communicating with clients and establishing those relationships.

[Text] Opportunities to Lead

[Jennifer] This is the coolest part about Edward Jones, is that you don’t have to give up your practice if you want to be in leadership.

[Eric] We have been given more opportunity here to develop ourselves as far as our roles are concerned, than we’ve had anywhere else.

[Text] Clients Come First

[Jennifer] I think the best thing is that you can really work more closely with your clients, and that you have the ability to get to know them on a deeper level.

[Eric] The tools that we have with respect to satisfying the client need, they’re outstanding. We’ve got nothing but positive feedback from our clients.

[Text] Our Collaborative Culture

[Jennifer] The culture surprised me the most. That everyone was willing to help us out, and get you on your feet, and help you understand the business.

[Nick] If you look at every single managing partner in time, they’ve done this role. They’ve been in the trenches, they know what client needs are, what advisor needs are.

[Eric] Success at Edward Jones I believe is dependent upon two or three very major things, integrity, honesty, empathy dealing with clients. These are all attributes I’ve seen throughout our system.

[Nick] And every day I come to Jones, I feel like I’m making a huge difference in my clients’ lives.

[Jennifer] I feel like I can be successful here. And I feel like I can bring in the clients that I really wanna work with, and that I feel comfortable with, and wanna grow and help them achieve those things that they are looking to do.

[Logo] Edward Jones

[Music Playing]

Two women seated at a table having a discussion.

Compensation that matches your value.

We don’t put a cap on your earning potential. As a Financial Advisor at our firm, you will enjoy a straightforward compensation program that puts you in the driver’s seat. Your financial growth should reflect your experience, effort, the success of your client relationships and the financial strategies you build.

Learn More About Compensation and Benefits

Associate Testimonial

It took time and energy, combined with an investment model that focuses on partnering with people for life to help them meet their financial goals, to create the life I have today: meaningful days sprinkled with adventures, all while having milestone celebrations with my clients who were able to meet their life goals. Nothing could be better.

Andrea Andersen

Financial Advisor, Calgary, AB

Autonomy and support in equal measure.

When you make the move to Edward Jones, your practice is yours to build. But you don’t have to do it alone. You will enjoy the autonomy to build your practice, with access to the resources you need to maximize your potential. All our resources are focused on you, so you can focus on your clients. We provide a collaborative environment where you benefit from other experienced Financial Advisors in and outside of your region working towards your success, a myriad of support functions from marketing to complex portfolios advice and guidance with assistance of a fully staffed team of professionals like estate planning lawyers, accountants and taxation specialists, various leadership opportunities, training options for any stage of your career, and a branch office administrator to give your clients day-to-day support.

Learn more about support and development

A man looks at a tablet device held by a financial advisor.

Associate Testimonial

A firm-paid branch office administrator and the advanced tools and technology really help me focus on deeply serving my clients and growing the business.

Jake Wang

Financial advisor, Vancouver, BC

I was a fully licensed advisor with another firm. It is important to me to always do what is in my clients’ best interest. At my previous firm, I felt advisors were pressured on the investments to use within clients’ portfolios. Here, financial advisors are given the best tools to assess what is truly best for the clients, and there are no proprietary products. We are not pressured into recommending something that is more profitable for the firm.

Kim MacInnis

Financial advisor, Charlottetown, PEI

A person holding a tablet device that displays circle graphs.

Tools to complement your trusted guidance.

Experienced Financial Advisors know the value of technology. The right tool can not only streamline portfolio management and simplify paperwork, but also be a resource towards facilitating client communications or sharing insights, building both trust and confidence. Tools such as virtual meetings, e-signature, and our enhanced mobile app support including goals-based advice help you better understand and respond to your clients’ unique goals and needs.

Learn more about our technology

Helping you on Day 1 – and all the days leading up to it.

When you’ve decided that transitioning your practice to Edward Jones is right for you, our transition team will be with you every step of the way. You can count on industry-leading training and support – from our headquarters and the field – tailored to your experience and level of practice. We promise to be there for you – so you can be there for your clients and grow your practice.

Learn more about Transition and Integration

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Ready to discuss the details of your move to Edward Jones?

Contact the Experienced Financial Advisor Integration Team and we’ll put you in touch with your personal recruiter to help you get started.

Edward Jones Due Diligence Events

How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.

Read the transcript or view the audio described video.

Copyright © 2023 Edward Jones.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate on the basis of race, colour, sex (including sexual orientation, gender identity and pregnancy), religion, national origin, age, disability, genetic information, citizenship status or any other basis prohibited by applicable federal, provincial, or local law in employment decisions such as hiring, compensation, benefits, transfers, promotions, leaves, training, performance expectations, development opportunities, and corrective action.

Edward Jones is committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at hqfeedback@edwardjones.com.

Redefine your worth.

Prioritize your clients, not your firm’s bottom-line.

Associate Testimonial

Hear what happens when you redefine your worth.

Compensation that matches your value.

Associate Testimonial

Autonomy and support in equal measure.

Associate Testimonial

Tools to complement your trusted guidance.

Helping you on Day 1 – and all the days leading up to it.

Ready to discuss the details of your move to Edward Jones?

Edward Jones Due Diligence Events

Awards & Recognition

Best Employer, 2023

Best Employer, 2023

Search Site:

Redefine your worth.

Looking to learn more about making a transition as an Experienced Advisor?

Prioritize your clients, not your firm’s bottom-line.

Associate Testimonial

Hear what happens when you redefine your worth.

Video Transcript Take Your Practice to the Next Level

Video Transcript

Compensation that matches your value.

Associate Testimonial

Autonomy and support in equal measure.

Associate Testimonial

Tools to complement your trusted guidance.

Helping you on Day 1 – and all the days leading up to it.

Ready to discuss the details of your move to Edward Jones?

Edward Jones Due Diligence Events

Video Transcript No question off the table

Video Transcript

Awards & Recognition

Best Employer, 2023

Best Employer, 2023

Search Site: