Each year Financial Planning’s parent company, Arizent, invites leading investment firms to submit their advisor compensation data then enlists the independent consulting services of Tasnady Associates to provide the analysis of base pay for financial advisors. Their report evaluated payout rates at four levels of production, $2M, $1M, $600K and $400K and broke out the firms into two segment types – wirehouse or national and regional broker-dealer. Edward Jones ranked #1 in production levels $2M, $1M and $600K and #2 at the $400K level – across both national and regional broker-dealer and wirehouse firms.
This outstanding ranking is commensurate with our firm’s entrepreneurial business model allowing our financial advisors to build their practices their way.
“At Edward Jones, we give you the tools and resources you need to serve clients more completely to help them achieve their financial and life goals – our clients’ success is your success, and your compensation will reflect that.”
– David Chubak, Head of Branch Development and U.S. Business Unit
Edward Jones provides financial advisors with the autonomy to set their own goals and to be rewarded as their successes are met. Bonuses are rewarded and paid every trimester, and not deferred and paid at year end.
In addition to our generous standard compensation, Edward Jones offers transition compensation that is straightforward and competitive. Every financial advisor’s practice is unique and at varying stages of growth. Our compensation plans are tailored to reflect this individuality and are designed to optimize the financial opportunity.
Competitively speaking, Edward Jones has one of the top compensation structures in the industry. See how Edward Jones compares (PDF) [link to ePrint]
*Must have three years client-facing experience, manage at least $30 million in assets under care, and produce at least $250,000 annually in gross production
Important Information:
To help advisors make sense of it all, Financial Planning presents this annual analysis of core compensation components at wirehouses, national and regional broker-dealers. 2025 Financial Planning’s Best Advisor Pay (#1 at $2Mil, $1Mil, $600K and #2 at $400K Producer Level), published Financial-planning.com April 2025, data compiled by Arizent; analysis by Tasnady & Associates, data as of December 2024. Compensation provided for using, not obtaining, the rating.
