Ready to move?
We’ve got this.

Before you commit to Edward Jones, we are committed to you. We’re available to speak with you confidentially, answer your questions and connect you with financial advisors who’ve recently made the transition to Edward Jones. Contact us and we’ll connect you with our dedicated transition and integration manager who will serve as your point of contact throughout the recruitment and onboarding process.

With you every step.

• Pre-transition planning to ensure a smooth move: Prior to your first day, we provide you a dedicated transition specialist who will help you with all the critical components of your move, working closely with you to:
  • Evaluate the current business opportunity
  • Select and secure an office location
  • Manage all logistics relating to the physical office setup
  • Establish a transition plan
  • Connect you with product subject matter experts
• Support from Day 1: From your first day, we will tailor support to meet the unique needs of your practice and clients. This could include formal systems and business development training, an onsite registered onboarding specialist, and training and support of the Branch Office Administrator.