Edward Jones Ranks No. 1 in National Survey of Financial Advisors

Edward Jones Ranks No. 1 in National Survey of Financial Advisors
Firm takes top spot for 19th time

For the 19th time, the financial-services firm Edward Jones ranked No. 1 in the WealthManagement.com./ REP. magazine annual survey of the nation's six largest financial services firms, according to Joe Romas, an Edward Jones financial advisor in Saukville, Wisconsin. REP. 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 WealthManagment.com.

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 includes the quality of technology, clarity and online access of client account statements and ongoing training.

According to WealthManagement.com, between Oct. 7 and Nov. 7, 2013, invitations were emailed to print subscribers and advisors from various firms in the Meridian-AIQ database requesting articipation in an online survey. By Nov. 7, 2,333 completed responses were received. 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.

The Ozaukee County financial advisors include: Joseph Romas, Jim Asplin, Drew Behnke, David Boyer, Matt Clinton, Jerry Faust, James Gehring, Jan Hume, Greg Michaels, Jesse Mosca, Mark Mrugala, Paul Schofield, and Susan Walton.

Edward Jones 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 12,000 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 and a buy-and-hold strategy. 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.

Edward Jones, which ranked No.8 on FORTUNE magazine's "100 Best Companies to Work For 2013," is headquartered in St. Louis. The Edward Jones Web site is located at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com. Member SIPC.