For the 20th time, the financial services firm Edward Jones ranked No. 1 in WealthManagement.com‘s (formerly Registered Rep) annual survey of the nation’s six largest financial services firms, according to Gary Ozak, an Edward Jones financial advisor in Marco Island, FL. The magazine randomly selects financial advisors 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 (9.5) for its online client account information and 8.8 for the quality of its mobile applications, according to WealthManagement.com.
“This ranking reflects several things that set us apart in the industry: our solutions-based approach, our integrated tools for serving clients, our support for each branch office, the training and development we offer, and compensation that reflects our values. ” said Ozak. “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 advisors who take pride in their work and appreciate the importance of the work we do.”
According to WealthManagement.com, between Sept. 24 and Oct. 31, REP. magazine emailed invitations to praticipate in an online survey to print and web subscribers and advisors in the Meridian-IQ database. By Oct. 31, a total of 2,965 responses were received. Financial advisors rated their current employers on almost 50 items related to their satisfaction. Ratings are based on a 1-to-10 scale, with 10 representing the highest satisfaction level.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 13,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio, diversified portfolio. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.