"No question was off the table."
Listen to the experiences of three financial advisors who recently attended an Edward Jones Due Diligence event, and how it informed their decisions to move their practices to Edward Jones.
Meet with principals and senior leadership
Principal, Managing Partner
In January 2019, Penny assumed responsibility of Managing Partner. Penny most recently led the Client Strategies Group, which is responsible for the products, services and solutions delivered to clients, as well as Research, Trading and Marketing.
Andy leads the Financial Reporting, Regulatory Reporting, Expenditure Management, Finance Systems and Solutions and Canadian Finance areas within the Finance division. He began his career with Edward Jones in 2002 and was named a principal in 2011.
Principal, Advisory Programs
Lisa is responsible for the Solutions Training, the areas that provides the Investment Advisory Advanced Training strategy and delivery for branch teams. She began her career with Edward Jones in 2007 and was named a principal in 2009.
- Asset & office sharing
- Insurance & annuities
- Trust Department & Client Consultation Group
- Branch P&L
- Dedicated branch support
- Equity research
- Retirement planning
Welcome and Business SessionsThe Ritz-Carlton Hotel, St. Louis, MO
- 12:00-3:30 PM - Arrivals/Check-in
- 3:30-4:15PM - Welcome/Edward Jones Opportunity
- 4:15-5:00PM - Marketing and Client Insights
- 6:00PM - Dinner, Hosted by Senior Leadership
A Look Behind the CurtainsEdward Jones Home Office, St. Louis, MO
- 8:00-8:30AM - Breakfast
- 8:30-9:00AM - Welcome & Five-Year Plan
- 9:00-10:00AM - Advisory Platform
- 10:20-10:50AM - Edward Jones Business Model
- 10:50-11:50AM - Financial & Contact Management Tools/Technology
- 11:50-12:30PM - Lunch
- 12:30-2:00PM - Roundtable Discussions
- 2:10-2:40PM - Tailored Transition Support
Why former attendees strongly recommend this event
"They're not looking for what you can do for them. They're actually looking for how they can help you achieve something that's great."
Transitioned from Merrill Lynch, Mar. 2018
"Most of what I do is dealing with high net-worth clients. I wanted to make sure when I left there that I had zero concerns. They were very candid, which I appreciated."
Transitioned from U.S. Trust, Oct. 2017
Have further questions?
If you have further questions prior to registering for this event, feel free to connect with Robbie Moseley at email@example.com.
Upcoming Edward Jones Due Diligence Events
Get to know Edward Jones
Transition and Integration Manager,
Financial Advisor Talent Acquisition