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Archive for category: In the News
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Penny Pennington Ranks Among Fortune’s 2021 Most Powerful Women

October 6, 2021/in Optional, Optional /by Cillah.Hall
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In the News:

Penny Pennington Ranks Among Fortune’s 2021 Most Powerful Women

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For the third year in a row, Edward Jones Managing Partner Penny Pennington is named among the Fortune Most Powerful Women in Business list. Pennington, who has served as the firm’s managing partner since 2019, is responsible for the firm’s strategic direction, working together with more than 49,000 associates across North America to make a positive impact in the lives of Edward Jones’ clients, colleagues and communities. 

Pennington is ranked at No. 34 on the 2021 Fortune list. She began her Edward Jones career in 2000 as a financial advisor in Livonia, Mich. In 2006, she was named a principal and relocated to the firm’s St. Louis headquarters where she held various leadership roles. Pennington is the sixth managing partner in the firm’s 99-year history, and the first female to serve in this role.

2022 American Banker’s Most Powerful Women in Finance, published October 2022, research by JPMorgan Chase, data as of May 2022

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Forbes Top Next-Gen Wealth Advisors 2021

October 4, 2021/in Optional /by ndowney
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In the News:

Forbes Top Next-Gen Wealth Advisors 2021

Edward Jones is pleased to recognize our financial advisors named to the 2021 Forbes Top Next-Gen Wealth Advisors ranking. Rankings were based on best practices, industry experience, credentials, assets under management and more.

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Ted Oberg
AMS®

Dallas, PA

Jordan Husted
CFP®, AAMS®

Great Falls, MT

Brooke Donley Behrens
CFA

Olathe, KS

Michael Bishop
AAMS®

Redmond, OR

Leo E Priemer
CFP®, AAMS®

South Bend, IN

Weston Kissee
AAMS®

Springfield, MO

Johnny Martinez
AAMS®

Inman, SC

Chris Carr
CFP®

Olathe, KS

Chris Reeves
CFP®

Plaquemine, LA

Shellie L Haluska
CFP®, ChFC®, CLU®

Carroll, IA

Eric M Robbins
CFP®

Columbus, IN

Ben Maxwell
ChFC®, AAMS®

Fredericksburg, VA

Neal F McDaniel
CFP®

Fleming Island, FL

Chance L Hiskey
AAMS®

South Jordan, UT

Ryan Wipf

Carroll, IA

Important Information:

Forbes Top Next-Gen Wealth Advisors Data provided by SHOOK® Research, LLC. Data as of 3/31/21. Source: Forbes.com (September 2021). SHOOK considered advisors born in 1982 or later with a minimum 4 years as a financial advisor. These financial advisors have: built their own practices and led their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

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Penny Pennington Among Female CEOs on Record-Breaking Fortune 500

June 14, 2021/in In the News, In the News, In the News /by Cillah.Hall
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In the News

Penny Pennington Among Female CEOs on Record-Breaking Fortune 500

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With more than $10.2 billion in net revenue for 2020, a 6.7 percent increase, Edward Jones moved up 41 spots to No. 295 on this year’s Fortune 500, which features an all-time record of 41 female CEOs, including Penny Pennington.

As the sixth managing partner in the firm’s 99-year history, Penny is responsible for the firm’s strategic direction, with a strong focus on initiatives that foster growth and development for all colleagues, and career opportunities for diverse candidates interested in joining Edward Jones.

The ranking places Penny, now in her third year as managing partner, on a short list of women leading companies in the top 300 on the Fortune list.

“As we grow, we are growing our impact and living our purpose to make a meaningful difference in the lives of our clients, colleagues and communities,” said Edward Jones Managing Partner Penny Pennington. “We are incredibly honored to be among the nation’s top 500 companies in service of our 7 million clients, 49,000 colleagues and thousands of communities across North America – helping to improve the financial resiliency and vitality of individuals and families so they can achieve what matters most to them.”

Penny began her Edward Jones career in 2000 as a financial advisor in Livonia, Mich. In 2006, she was named a principal and relocated to the firm’s St. Louis headquarters where she held various leadership roles. She was recently named No. 33 in her second appearance on the Fortune Most Powerful Women in Business list.

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