Edward Jones Tied for 2nd Place in Investment Executive’s 2021 Annual Survey of advisors

This is Edward Jones’ 24th 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 30 categories.

Our stability and consistency as a firm shone through on the 2021 report card. We were ranked among the highest for our:

• Support for dealing with regulatory changes
• Corporate culture
• Effectiveness in keeping advisors informed
• Strategic focus
• Ethics
• Leadership stability
• Succession program
• Ongoing training
• Receptiveness to advisor feedback
• Bonus structure
• Total compensation
• 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.