Has anyone ever been from WFA to ED Jones

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Jan 11, 2012 12:24 pm

Im not asking anyones an opinion yet, I am only asking if anyone has ever done it.

Jan 11, 2012 4:03 pm

I'm going to go out on a limb... and say YES!  It has happened before.

Jan 11, 2012 4:22 pm

Haha ok point taken. Open for opinions.

Jan 11, 2012 4:28 pm

If you are a mid level producer and have no desire to own your own firm there are worse places to go.  I think you're payout would be higher.  People would leave you alone and you'd still have a nice brand behind you.  From what I read the products at Ed Jones are a bit behind the times so that would be my major concern.

Jan 11, 2012 4:44 pm

I can't speak as to a comparison between WFA and EJ, but it was my experience at EJ (I started as a new/new) that transfer brokers into EJ bacame frustrated and would leave within a year or two...on the other hand I know of 4 EJ advisors that left to go to WFA and love it.  Hope that helps..

Jan 11, 2012 9:56 pm

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Jan 14, 2012 4:39 pm

[quote=Element]

If you are a mid level producer and have no desire to own your own firm there are worse places to go.  I think you're payout would be higher.  People would leave you alone and you'd still have a nice brand behind you.  From what I read the products at Ed Jones are a bit behind the times so that would be my major concern.

[/quote]

There may have been a time when EDJ was "behind the times", but I don't believe that is the case any more. You've got a top notch Advisory Program, SMA's, UMA accts, with a full lineup of mutual funds, annuities, etc.....  In fact, one example of Innovation is the recent development of an O share variable annuity that is unique in the annuity industry.

Jan 15, 2012 9:12 am

238..really? at ej, you still do not have access to non traded reits, other alternative investments, managed futures, options, the full array of etfs out there, etc...i have been able to pursue and successfully gain hnw and foundations as clients that would not have given me a second look at ej..so the addition of another crappy annuity product doesn't mean jack....

Mar 16, 2012 6:59 pm

EJ is continuing to limit their investment products, eliminated B share annuities all together.  And the advisory platform, aka managed account has a less than impressive track record.  I'm getting ready to dig myself outta here. 

Mar 26, 2012 11:04 pm

The Advisory platform didn't have a good year because, diversified portfolios didn't do well last yr. International was down double digits. Small caps were down, mid caps etc.... You would have been better off owning the Dow 30. For the long term, I'm not going to bet against diversification, and the Advisory platform provides the client with just that, diversification and professional management.

Mar 27, 2012 7:41 am

That is true in terms of nominal return but of course RELATIVE to an appropriate and diversified benchmark is the issue. I was once at Jones....the worst part was how they only used a few fund families and left out most of the worlds best funds.

Mar 27, 2012 8:17 am

I will just add that I love to see a prospect with all those Am Fds...so easy to get transfer signed...just show stock overlap!