Imagine it’s 2030. The wealth management industry has gone fully digital, fully personalized, and somehow still feels… human. Clients rebalance portfolios with a voice command. RIAs fully own the client experience, and their book of business... — read more 

Did you know: NYSE-listed companies must adopt and disclose a code of business conduct and ethics applicable to all directors, officers, and employees, per SEC-approved rules. These rules cover conflicts of interest, compliance with laws, insider... — read more 

Have you read the new partnership agreement? Class A shareholders will only get the 7.5% payments and that's it. No more variable profits. Only Class B shareholders will get the variable profits (but no guaranteed payments at all). It also talks... — read more 

Sorry if it's a stupid question, this is my first proper job and I'm not sure how things work yet.

The Working better, together Amplify article has been out for three weeks and has 6 total likes. I wonder if anyone making these decisions takes note of how wildly unpopular the new policies are. Does anyone know who really pushed for this policy?... — read more 

I missed the communication that all my well-performing mutual funds would be mapped to a couple of ETFs, a target date fund and a generic bond fund. My well diversified portfolio that's averaged 12% annually, wiped clean by the geniuses running this... — read more 

With the push for FAs to share office space, there are FA teams merging to combine AUM into one-book partnerships. All of the "book" will be evenly divided among each FA. What will the success rate be of these partnerships? Does EJ have all of the... — read more 

This is based on actual facts…. In April there will be another town hall to tout the success of ER. They are going to share that we’ve gained efficiencies through reducing the layers of management as well as early successes of automation and... — read more 

Given that Penny has averaged 16-17% for her annual raises the past few years, what do we bet she’ll get for 2026? I’ll set the over/under at 16.5%. Are you betting higher or lower than that? Happy betting, y’all 🤠

Well.....just applied for a position at the HO - totally qualified. Submitted my application and within 5 seconds (I'm NOT exaggerating) - it stated my status as "NO LONGER UNDER CONSIDERATION." I sent an email to the Talent Acquisition... — read more 

Please stop peddling “the five gears of change.” The HO team is trying to push this concept (and subsequently the work) down to Service. Instead of trying to sell this concept, these GPs and Sr directors should think about how they are actually... — read more 

Has anyone heard anything more about the in office changes?

I started with Edward Jones in 2018 and left in 2024; I am White male with a degree in finance and two of the big professional designations. Because of DEI, I never received a Good Knight, was never approached about an RTP, and never got my own... — read more 

I can't figure out why would you do mass layoffs without truly considering the people and rolls you are cutting? They just got rid of people blindly without thinking about the impact on the future of the company. Who does that?

I had a great talk with family over the holidays about my career. I'm fixing to move on outside of firm as this place stresses me out to much. I'm not waiting around for a new LP offering; VSP or ISP.

In contemplating my future after being laid off from EJ, relying on a small severance and my depleting savings, I can see how people do something to go to prison. They will have shelter, food, daily exercise, health insurance, no utility or car... — read more 

Between leadership that doesn’t seem to know where it’s going, middle management that can’t execute, and expectations that keep getting more detached from reality, the whole thing feels like a circus that somehow keeps getting louder instead of... — read more 

What happened with the coin toss? People are saying it was botched but I didn’t see anything that indicated it went poorly? In a strange video she said she trained for the coin toss….and I don’t think she was joking. Lastly, it has been reported that... — read more 

"Together We Serve"

I was ISP’d at the end of August as part of ER. If you’re one of us have you received your severance payment? I have not and have emailed HR Help three times and have not heard back from them.

I'd love to see some of our GPs, the OGs that are too young to truly retire but are leaving because they can't stand PP, break off and form something new. I'm thinking like the original owner from Scottrade did. Those OG GPs are the only ones with... — read more 

Hey Y'all! To celebrate the upcoming Holidays and our new ad campaign, I wanted to share with you how I found my rich in 2025: Aggressive outsourcing of labor outside of North America Enacting policies to encourage employees to quit to avoid... — read more 

I just got of a call with someone who used to be a financial advisor with Jones. She is now at Principal and referred me to another advisor with Principal, who also left Jones. She said they got the heck out of there (EJ) and mentioned the culture... — read more 

Psych! I hope Penny has a holiday season full of heartache, despair, and anxiety. She has caused the same for thousands of people. She deserves the same. So many people laid off and at EJ hate her.

HC had a meeting to talk about feedback on the new policy and out of our 7 wealthy white SLT GP's FIVE were working from home, one was even taking the call from the car??? It's Tuesday, isn't Tuesday a required in office day? So for you marginalized... — read more 

Division meeting today just ended. T.P says more ISPs coming. No number given, just the same ole same ole "transformation" jargon. Also, 700 HBAs impacted by the new RTO policy. They did this knowing a lot of those folks will rage quit or simply not... — read more 

I strongly suggest everyone should read the current partnership agreement. You might find it does not really say what we’ve been told it says.

I bet they shared this news when they did so they could get rid of a wave of rage-quitters before they hand out their “ever-so-gracious” 1k bonus in January. I know at the end of the year it’ll all even out, but it’s still such cr-p that our... — read more 

For those laid off, did anyone get an exit interview? I was ISP'D and was not asked for an exit interview. I find that strange for a large company.

All future home office hires will be within commutable range. 4 days a week starting June 2026. Previously grandfathered home-office arrangements will end (minus those granted under ADA). Associates on campus are expected to be ON campus and... — read more 

I’m seeing a lot of anti-HBA sentiment on this board. As a leader who has both St Louis and HBA folks on my team, I thought I’d share some insight. It’s not that great being an HBA. Though there is flexibility, they take a hit on compensation. The... — read more 

HBA GPs will be expected to travel 50% and other HBA leaders will be expected to travel 25%. Couple of thoughts... Why are we trying to induce senior leaders to leave...I thought all the ER restructuring was supposed to address that? This seems... — read more 

So I am one of the people who was home based before and I guess I have to go to the office now until I find something else. Am I going to make more money? Being HBA means I don't have to pay for gas, daycare expenses for two under 5, even food since... — read more 

There is nothing admirable about the man who trades his authenticity to climb the corporate ladder. He becomes smaller, not greater. In chasing titles, he forfeits the one thing no promotion can replace; the integrity that makes a person worth... — read more 

Last quarter, I rolled out Microsoft Copilot to 4,000 employees at $30 per seat per month—about $1.4 million a year. I packaged the whole thing as “digital transformation,” a phrase the board loved so much they approved it in eleven minutes. No one... — read more 

I find it almost comical that companies still wrap RTO in “collaboration and efficiency” fluff, when we all know it’s really about pushing people out cheaply. Add in micromanagement and a pathological need for total control, and it becomes truly... — read more 

Did you know the SEC encourages whistleblowing and even incentivizes it? "The SEC's whistleblower program was established by Congress to incentivize whistleblowers to report specific, timely and credible information about possible federal securities... — read more 

Prepare it is coming return to office more days

I don’t understand on why we are hiring so many folks. In my own department directors salary posted is anywhere from $189k-$289k.

Well, another Edward Jones long standing tradition has met it's end. Regional award ceremonies will now be conducted during a week day morning instead of a nice ceremony where you can bring a spouse. Maybe its too expensive now for the little... — read more