Running a Professional Practice - Financial Advisor Edward Jones Employee Review

5.0
27 Aug 2018
Recommend
CEO approval
Business outlook

Pros

I began my journey with Edward Jones 12 years ago just out of University. I wanted to belong to a firm that had no proprietary products and had good training. I was lucky enough to find a company that invests an incredible amount of resources in training new advisors. There is a reason that Edward Jones has been the number one ranked brokerage in Canada for the past 6 years by JD Power. The company invests money in their partners to train, and gives them industry leading technology and tools to serve our clients. I was able to set up a professional practice in my community, had training and mentorship to help me acquire clients, and the firm continued to invest in me every step of the way. Building my business at Edward Jones has afforded me the ability to take care of my family, keep a flexible schedule, and make a difference for the people and community I serve.

Cons

Working with a firm that manages over a trillion dollars and is the number one firm by advisor force in North America would normally suggest a company that has become to slow. Overall the structure of the company to divide the company into specific regions allows for fresh ideas and a community feel in every region. The size of the company means that we have established processes and procedures - that means that not everything can be implemented and change takes time. Overall, I think Edward Jones does a great job listening to clients and partners.

Explore other reviews about Edward Jones

5.0
23 June 2026
Recommend
CEO approval
Business outlook

Pros

Incentives, absolutely better than anything

Cons

Nothing other than corporate politics

2.0
24 June 2026
Recommend
CEO approval
Business outlook

Pros

They have allowed the HBA’s (home based associates) to remain remote

Cons

Micromanagers, they say they are okay if you want to apply to another department within the firm but the minute you do it’s like you get a target on your back. The pay doesn’t match the workload and the word is that you have to quit and then come back to make what you should already be getting paid. Benefits are terrible but 401k is pretty good

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