This is Edward Jones’ 23rd consecutive appearance in the annual survey of advisors.
This year’s report card measures 14 brokerages: six national independents, two regional independents and six bank-owned investment dealers across 32 categories.
Our stability and consistency as a firm shone through on the 2020 report card. We were ranked among the highest for our:
- Firm’s corporate culture
- Firm’s strategic focus
- Firm’s ethics
- Firm’s reward/recognition program
- Technology tools & advisor desktop
- Support for developing a financial plan for clients
- Ongoing training
- Support for helping to deal with changes in the regulatory environment
For more information, go to Investment Executive’s Brokerage Report Card.