Edward Jones ranks first in survey
For the 19th time, the financial services firm Edward Jones ranked No. 1 in WealthManagement.com/REP. magazine’s annual survey of the nation’s six largest financial services firms, according to Pat Nygaard, an Edward Jones financial adviser in Jamestown. The magazine randomly selects financial advisers nationwide and asks them to rank their firms in various categories.
Edward Jones’ overall score was 9.5 out of 10 possible points. The firm scored top marks across the board, earning near perfect scores in overall ethics (9.8) and public image (9.7), according to Wealth Manage ment.com.
“This honor is a testament to the enduring strength of our firm values, our trade offs and our partnership,” Nygaard said. “We are guided by a clear mission to serve the serious, long-term individual investor and to provide the best career-long opportunity for financial advisers who take pride in their work and appreciate the importance of the work we do.”
Edward Jones financial advisers gave the firm some of the highest scores in the technology and training category, scoring high above the other five firms in every subcategory which includes the quality of technology, clarity and online access of client account statements and ongoing training.
WealthManagement.com said between Oct. 7 and Nov. 7, invitations were emailed to print subscribers and advisors from various firms in the Meridian-AIQ database requesting participation in an online survey. By Nov. 7, 2,333 completed responses were received. Financial advisers rated their current employers on 33 items related to their satisfaction. Ratings are based on a 1-to-10 scale, with 10 representing the highest satisfaction level.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada.