Edward Jones ranks first in national survey
For the 19th time, the financial services firm Edward Jones ranked number-one in WealthManagement.com’s REP magazine’s annual survey of the nation’s six largest financial services firms, according to Kevin Klepper, Nate Larson, and Scott Larson, financial advisors in Alexandria.
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 across the board, earning near perfect scores in overall ethics (9.8) and public image (9.7), according to WealthManagement.com.
“This honor is a testament to the enduring strength of our firm values, our trade-offs and our partnership,” Klepper said.
Edward Jones financial advisors gave the firm some of the highest scores in the technology and training category, scoring high above the other five firms in every sub-category, which include the quality of technology, clarity and online access of client account statements and ongoing training.
According to WealthManagement.com, between October 7 and November 7, invitations were e-mailed to print subscribers and advisors from various firms in the Meridian-AIQ database requesting participation in an online survey.
Financial advisors 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 U.S. and through its affiliate in Canada.