Retirement/Succession Planning

After retiring, you can stay connected to the firm and continue to benefit. This allows you to:

Maximum maintenance of your firm-funded profit sharing
Continue to travel on incentive trips
Maintain your Edward Jones friendships
Maintain the return on your limited partnership capital in retirement

Our Retirement Programme
When you decide you are ready to retire (we have no compulsory age), you can participate in a gradual retirement program. Under the guidelines of this programme, you will transition your business to a successor and share in commission revenues. Typically, this is a three-year period that sees your involvement and commission percentage decrease proportionately from year to year and is followed by a consultant period. As the retiring Financial Adviser, you will have direct input regarding the choice of your successor. In retirement, you can retain the limited partnership you have acquired if you remain in good standing with the firm.

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