Edward Jones Employee Reviews about "home office"

Updated Nov 9, 2021

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Edward Jones Managing Partner  Penny Pennington
Penny Pennington
703 Ratings
  • "At Edward Jones you are treated like a valued employee(in 275 reviews)

  • "Home office staff can help you figure out pretty much anything you don’t know how to do(in 198 reviews)

  • Cons
  • "The financial advisor you work with dictates your experience at the job(in 247 reviews)

  • "Didn’t like door knocking aspect of the job(in 204 reviews)

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    Financial Advisors


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    Edward Jones

    Ive currently worked at Edward Jones for 2 years. I have 54mm AUM, grossing approximately 480k annual revenue. I have considered going independent, but don’t know a ton about that process. I am looking to build a team and grow my practice beyond the limitations of Edward Jones. What is the recommended process to start looking at options?




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    Reviews about "home office"

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    1. Edward Jones - Branch Office Administrators | Division of Edward Jones
      Current Employee, more than 5 years

      The perfect fit for a 2nd career

      Nov 9, 2021 - Senior BOA in O'Fallon, MO
      CEO Approval
      Business Outlook


      Branch offices are typically made up of teams of 2 (Financial Advisor & BOA), so naturally the dynamic between them must be, like a marriage, well balanced. My FA & I have quickly risen from Level 0 to Level 7 (out of 10). As your office advances in profitability & net assets under care, so does both party's bonus opportunities, which can substantially boost your compensation. In my case, my FA & I smoothed out any rough edges over the last couple of years & now operate as a very effective team. After working as a Project Manager at IBM at a high pressure Client site with lots of office politics to work around, the BOA position was a perfect fit after a hiatus of 15 years to raise my kids. NO office mates, so no drama. You don't really feel isolated though, because you are constantly interacting with Clients, Home Office (by phone) & of course your Financial Advisor.


      At first, the learning curve is steep. Just when you get your head around a process or tool, it changes. If you do not like to be challenged in this way, it can be overwhelming.

      1 person found this review helpful