For the seventh time in as many studies conducted, Edward Jones financial advisors rate the firm “Highest in Employee Advisor Satisfaction among Financial Investment Firms,” according to a newly released study by J.D. Power.
The J.D. Power 2015 Financial Advisor Satisfaction Study ranked six financial services firms. Edward Jones financial advisors gave the highest satisfaction ratings in all of the study categories, with a score of 925 points out of 1,000. This compares to the industry average of 701.
Financial advisors also scored the firm’s professional support, client support, and technology support extremely high.
“All of our resources as a Fortune 500 firm are dedicated to supporting our financial advisors and their branch teams in a spirit of partnership,” said Edward Jones Managing Partner Jim Weddle. “This success is based upon our values and our culture that align us all to work together with the single goal of serving our clients – serious, long-term individual investors.”
Edward Jones financial advisors reported confidence in the firm’s mission, values and vision to grow the firm by serving more clients.
“Clearly our long-term investments in training, systems and tools are highly valued by financial advisors because together they improve the client experience,” Weddle said.
Edward Jones also ranked highest in the 2007, 2010, 2012, 2013 and 2014 studies and tied for the highest ranking in 2008. The study was not conducted in 2009 or 2011.
Barry Revis, Chris Funk and Frank Beals are financial advisors in Elkin and Yadkinville.
Edward Jones has three branch offices in the Yadkin Valley area..
Weddle also thanked the Edward Jones’ branch office administrators and home office associates who support the firm’s nearly 14,000 financial advisors for enhancing client service excellence.
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 14,000-plus financial advisors work directly with nearly 7 million clients. Edward Jones, which ranked No. 6 on FORTUNE magazine’s 100 Best Companies to Work For in 2015, is headquartered in St. Louis. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones. The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.