Edward Jones Wins 2019 WealthManagement.com Award

September 23, 2019

Firm Recognized for Product Partner Insights Initiative

Edward Jones brought home a winner at WealthManagement.com’s Industry Awards black-tie gala at the Ziegfeld Ballroom in New York City on September 12. The financial services firm bested four other finalists in the Service category for large broker/dealers with its Product Partner Insights initiative.

By delivering never-before-shared insights in presentations to wholesalers, the winning program seeks to optimize the value of product partners to Edward Jones financial advisors in serving clients. Product partners are using these insights – into what financial advisors, clients and the firm value – to make it easier for financial advisors to serve clients more deeply with product-partner solutions as they build their practices.

Eric Koestner, Edward Jones principal for Packaged Products, accepted the award for the firm.

“Product Partner Insights is us inviting our product partners to take a look behind the curtain at what our branch teams really need – so they can tailor their solutions to help us deliver what matters most to our clients,” Koestner said.

Now in its fifth year, the 2019 WealthManagement.com Industry Awards presented 72 awards to 61 companies out of 166 total finalists, chosen from a record 658 nominations from 262 companies. In addition to its win, Edward Jones was named a finalist in the Practice Management category for large broker/dealers for its Branch Team Workshops training initiative to grow practices.

The awards are unique in recognizing companies that help advisors better support clients.

“Delivering outstanding advice to investors requires a strong combination of superior products and top-notch technology – and the Industry Awards recognize the forerunners of ingenuity and leadership in support of financial advisor success,” said William O’Connor, WealthManagement.com’s managing director.

A panel of 14 judges of top industry names selected the finalists and winners based on quantitative measures of their initiatives – such as scope, scale, adoption and feature set – and qualitative measures such as innovation, creativity and new methods of delivery.

This is the latest in a number of prestigious awards Edward Jones has won in the past year including ranking No. 7 on the 2019 FORTUNE Best Companies to Work For list, ranking highest overall in Employer Advisor Satisfaction in J.D. Power’s 2019 Survey, and ranking No. 14 on Training magazine’s 2019 Training Top 125 list. The firm also earned the No. 11 spot in the 2019 PEOPLE 50 Companies that Care issue, was No. 65 on Forbes magazine’s 2019 America’s Best Employers for Diversity list, and scored 100 percent on the Human Rights Campaign Foundation’s 17th Annual Scorecard on LGBTQ Workplace Equality.

Edward Jones, a FORTUNE 500 firm headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices caters to individual investors. The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. The Edward Jones website is at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com. Member SIPC.

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