Edward Jones Tied 2nd Place in 2021 Annual Survey of Advisors
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Awards & Accolades
Edward Jones Tied for 2nd Place in Investment Executive’s 2021 Annual Survey of advisors
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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.
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