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Ready to move?
We’ve got this.

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Before you commit to Edward Jones, we are committed to you. We’re available to speak with you confidentially, answer your questions and connect you with financial advisors who’ve recently made the transition to Edward Jones. Contact us and we’ll connect you with our dedicated transition and integration manager who will serve as your point of contact throughout the recruitment and onboarding process.

With you every step.

  • Pre-transition planning to ensure a smooth move: Prior to your first day, we provide you a dedicated transition specialist who will help you with all the critical components of your move, working closely with you to:
    • Evaluate the current business opportunity
    • Select and secure an office location
    • Manage all logistics relating to the physical office setup
    • Establish a transition plan
    • Connect you with product subject matter experts
  • Support from Day 1: From your first day, we will tailor support to meet the unique needs of your practice and clients. This could include formal systems and business development training, an onsite registered onboarding specialist, and training and support of the Branch Office Administrator.

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Associate Testimonial

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Joshua Bowden

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I finally made the decision to venture down that path to learn if I could be an Edward Jones financial advisor. From the regional leaders I spoke to, the financial advisors I met, my recruiter, etc., the same message was being delivered, which was the idea that I could build my business with a proven business model, with all the support I would ever need throughout my entire career.
Joshua Bowden
Financial Advisor – Sault Ste Marie, ON

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Kim MacInnis

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What is also unique is having a branch office administrator (BOA) who allows me to do my job, whereas at other brokerage firms, I needed to spend time doing the administrative duties.
Kim MacInnis
Financial Advisor – Etobicoke, ON

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We know transitioning your practice can be daunting. And we are here to help. Your transition will be completely tailored to you and your practice. We’ve got just two ground rules:

Number one: You control your transition. Beginning with deciding when and how to transition your practice.
Number two: Our dedicated transition team – and our extensive resources – will be available to you and working for you – from your first conversation with us through Day 1 and beyond.

  • Your transition specialist serves as your main contact and helps you with the critical components of your move to Edward Jones. Answering questions along the way. Expertly, patiently – and, always, confidentially.
  • Systems, tools and technology training help you get your practice up and running quickly – and feel confident opening accounts and transitioning clients.

We’re dedicated. To provide a smooth move for you and your clients. Working to exceed your expectations – and theirs.

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.
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