EDWARD JONES INFORMATION HUB
A Curated List of Top-of-mind Content for Edward Jones Advisors
Answers to the most frequently asked questions when considering a transition from Edward Jones.
Featured Podcast
Short-Term Hard, Long-Term Easy: Ex-Edward Jones Advisor on Building Beyond $1B
After three decades at Edward Jones, Ricky Smith realized he wanted more than growth: he wanted ownership. Now, his independent firm is 50% larger than the business he left behind.
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Edward Jones in the News
Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
Jason Diamond Featured – Holt Hackney, AdvisorHub – An overview of the financial advisor recruiting firm, plus key data and findings from the firm's 2022 Financial Advisor Transition Report.
READ ARTICLE‘Get it while it’s hot’: Financial advisor recruiting deals bigger and sweeter in 2022
Jason Diamond Quoted - By Victoria Zhuang, Financial-Planning.com - Recruitment of financial advisors was brisk last year and downright frenzied in the last six months, even as markets took a downturn, a new report shows.
READ ARTICLEEdward Jones Moves Facilitated by Diamond Consultants (Since 2020)
Transition Announcement: $323mm Edward Jones Advisor Finds a Different Path to Independence with &Partners
After 17 years at Edward Jones, Brian Geist launched Stonemere Wealth with $323mm in client assets. Seeking greater autonomy and ownership, he worked with Diamond Consultants to explore alternatives to traditional independent broker dealers, ultimately finding the right partnership model at &Partners.
READ MORETransition Announcement: Two Edward Jones Advisors Choose the Freedom to Build
Two longtime Edward Jones advisors chose different paths—but shared the same goal: greater freedom to build the businesses they envisioned with Diamond Consultants as their guide.
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AWARD WINNING
Edward Jones Advisor Transition Report
Connecting the dots between data from publicly available sources and our own experiences with advisor transitions, this year’s annual Advisor Transition Report answers these questions and more.