Great Experience - Financial Advisor Edward Jones Employee Review

5.0
Jul 6, 2024
Recommend
CEO approval
Business outlook

Pros

Edward Jones is of the best Financial Advising firms out there! I went through the entire process of being interviewed over 3 months, took the exams (SIE, 66, & 7), worked with my mentors, etc. They truly do the best that they can in training to provide you with the people and resources to help you pass all exams and answer any questions you may have about the industry or the process. What I admired most about the company is that each FA is different! You don't have to fit into a "box" to be a great FA. It's merely a matter of taking in as much information as possible and using that in your own way. - Benefits are great - Retirement is great Bonus: they pay you for study/training! The only reason I left was because I was 24 at the time and wanted to chase a dream before committing myself to clients. I would not have been able to do both at the same time.

Cons

I don't really have any serious "cons" but these are some things that kinda itched at me. - The interview process can take anywhere from 2-4 months - The software used to facilitate trades and document clients was old. However, that was getting an upgrade during 2023-2024

Explore other reviews about Edward Jones

5.0
Jun 14, 2026
Recommend
CEO approval
Business outlook

Pros

Great place to transition into the world of Financial Advising

Cons

Tough business to get started on your own.

2.0
Jun 9, 2026
Recommend
CEO approval
Business outlook

Pros

Holds firm to its conservative investment philosophy.

Cons

The firm has been behind the times for decades. It is great that they are finally trying to get up to speed, but the rate of change is not manageable. There has been a high turnover in support staff and it's hard to get accurate information when needing support. It also seems like they have lost their original focus of being the local friendly financial advisor in your backyard and being accessible to the masses. The focus has shifted to high-net-worth individuals and catering to the wealthy. I've watched several advisors get pushed out because they expressed concern and needed support they weren't receiving. When hired as an advisor I was told I'd receive all of this wonderful training of what to say and how to overcome objections and did not receive any of that training. Most of the training is a high-level overview with homework of figuring it out on your own time. In order to be successful as an advisor at Edward Jones, you need to plan on working 80 hours a week for at least the first five years at the firm with little to no support.

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