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ST. LOUIS –Financial-services firm Edward Jones ranks highest in a tie in investor satisfaction with full service brokerage firms, according to the J.D. Power 2015 Full Service Investor Satisfaction StudySM, the firm announced today.
The study 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.
"We believe that our strong performance is driven primarily by the relationship our financial advisors have established with clients," Edward Jones Managing Partner Jim Weddle said. "Our financial advisors strive to understand investors’ needs and goals, focus on the long-term relationships, and create a partnership."
Edward Jones ranked highest in investor satisfaction by J.D. Power in 2012, 2010 and 2009, from 2005 through 2007, and in a tie in 2002, when the study began.
"Across our firm, everything we do is focused on serving our clients," Weddle said. "Our success is built upon trusted relationships with clients that are the basis for offering them tailored guidance to help reach their long-term financial goals. We strive to deliver it all with exceptional service."
Edward Jones received the highest numerical score among full service brokerage firms in a tie in the proprietary J.D. Power 2015 U.S. Full Service Investor Satisfaction StudySM. Study based on responses from 5,351 investors who used full-service investment institutions. 18 investment firms which received a representative sample of investor opinions were measured on 7 factors: investment advisor; investment performance; account information; account offerings; commissions and fees; website; and problem resolution. Proprietary study results are based on experiences and perceptions of consumers surveyed in January-February 2015. Your experiences may vary. Rating may not be indicative of future performance and may not be representative of any one client’s experience because it reflects an average of experiences of responding clients. Visit jdpower.com.