We are proud that the values and culture of our firm have been recognized with many awards. We have been honored for both the experience we deliver to our clients, as well the culture and work environment that we create for our associates.
The J.D. Power Full Service Investor Satisfaction StudySM measures overall investor satisfaction with full service investment firms based on seven factors: investment advisor, investment performance, account information, account offerings, commissions and fees, website and problem resolution.
Research firm, Hearts & Wallets, conducted its Wants & Pricing: What Investors Buy & Competitive Ratings study, which ranked 24 financial firms based on more than 10 different attributes that investors deemed most important, found that Edward Jones outperformed across nearly all attributes, including the top three: "fees clear and understandable"; "unbiased, puts my interests first"; and, "explains things in understandable terms."
Edward Jones won the 2014 TNS Choice Award for outstanding performance in investment services, according to TNS, a global research consultancy. The TNS Choice Award recognizes performance of financial services providers and banks.
DALBAR ranked Edward Jones number 1 in brokerage client statements. DALBAR's report evaluates brokerage statements to address both the needs of the investor and the financial advisor. This ranking is given to firms most effective in creating statements that will guide investors in making critical decisions regarding their financial well-being, according to a statement issued by DALBAR.
For the 20th time, Edward Jones has ranked number 1 in the WealthManagement.com./ REP. magazine annual survey of the nation's six largest financial services firms. Edward Jones' overall score was 9.5 out of 10 possible points. The firm scored top marks for its online client account information (9.5) and the quality of its mobile applications (8.8).