Edward Jones named Firm of the Year
Financial services firm Edward Jones was named the Advisory Solutions Firm of the Year by the Money Management Institute as the firm that most exemplified overall excellence and contributed to the long-term success and sustainability of the wealth management industry, according to John Zezini, a Financial Advisor in El Dorado Hills.
“I feel extremely fortunate to be apart of such a great firm,” Zezini said. “This award shows how committed we are to the long term success of our clients and it’s great to be recognized for it.”
The award was presented at the Institute’s annual Gateway to Leadership Awards Dinner held recently in Chicago. The Money Management Institute is the national association for the managed investment solutions and the wealth management industry. This award recognizes the features and benefits of both of the firm’s advisory platforms.
Edward Jones Advisory Solutions is an asset allocation and advisory program that allows investors to select from research or custom models with an initial minimum investment of $50,000. The models use a combination of mutual funds, exchange traded funds and separately managed accounts in the construction of the portfolio and allow clients to delegate asset allocation, investment selection and portfolio rebalancing to Edward Jones.
This program now offers 62 fully discretionary research models, in addition to custom models, which allow investors to design a model to match their unique investment needs. With the program’s custom models, clients retain discretion over the investment selection from the list of funds available in the program.
Advisory Solutions has proved popular with Edward Jones clients. The program has grown to more than $75 billion in assets under management since its introduction in August 2008. Advisory Solutions now ranks as the country’s 4th largest mutual fund advisory program, according to MMI/Dover Research.
In addition, Edward Jones offers a dual contract separately managed account program with more than $2 billion in assets under management.
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-plus 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.
In January 2012, for the 13th year, Edward Jones was named one of the best companies to work for by Fortune Magazine in its annual listing. The firm ranked No. 5 overall and No. 3 in large size companies. These 13 Fortune rankings include top 10 finishes for nine years, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010. Fortune and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
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