November 4-5

Edward Jones Due Diligence Event

Come experience it for yourself

Learn about our unique business model, firm capabilities and corporate culture. During the day and a half visit, meet with subject matter experts and learn about our technology, transition support and how we can help you take your business to the next level. Enjoy dinner with members of our Senior Leadership team and accommodations at one of St. Louis' premier hotels for you and your significant other.

An Inside Look

"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

Penny Pennington
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.

Andrew Miedler
Principal, Finance

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.

Lisa Pelikan
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.

Hear about:

  • Asset & office sharing
  • Insurance & annuities
  • Trust Department & Client Consultation Group
  • Branch P&L
  • Dedicated branch support
  • HR/Benefits
  • Equity research
  • Retirement planning


Monday, November 4

Welcome and Business Sessions

The 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

Tuesday, November 5

A Look Behind the Curtains

Edward 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."

-Jennifer Mackie

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."

-Brett Davis

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





Upcoming Edward Jones Due Diligence Events

There are currently no upcoming events in this area.
For details, contact a dedicated Branch Development professional.

Get to know Edward Jones

Robert Moseley

Robert Moseley

Transition and Integration Manager,
Financial Advisor Talent Acquisition