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
Jul 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Paid training and licensing exams Trainers and classes were enjoyable Supplied laptop and training materials

Cons

Intense interview process Information overload during training High pressure expectations of performance

2.0
Jun 24, 2026
Recommend
CEO approval
Business Outlook

Pros

They have allowed the HBA’s (home based associates) to remain remote

Cons

Micromanagers, they say they are okay if you want to apply to another department within the firm but the minute you do it’s like you get a target on your back. The pay doesn’t match the workload and the word is that you have to quit and then come back to make what you should already be getting paid. Benefits are terrible but 401k is pretty good

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