Jones FeeBased Platform

or Register to post new content in the forum

60 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Nov 29, 2007 10:32 am

Just an update..

 
For all of those wondering.. Lisa Pelican who designed AGE's platform is the one creating ours. That gives ME a lot of hope. She has an ETA of March or May 2008. I cannot remember what month I heard.. All I remember was the month started in "M". She brought over her team from AGE and they are in the process of getting ours up and running.  I have a lot of respect for AGE so I am excited that Jones sought her out and she is in charge.
 
Miss J
 
 
Nov 29, 2007 11:04 am

It's March.....2011.

 

Just had to beat everyone to the punch!
Nov 29, 2007 12:16 pm
MISS JONES:

Just an update..

 
For all of those wondering.. Lisa Pelican who designed AGE's platform is the one creating ours. That gives ME a lot of hope. She has an ETA of March or May 2008. I cannot remember what month I heard.. All I remember was the month started in "M". She brought over her team from AGE and they are in the process of getting ours up and running.  I have a lot of respect for AGE so I am excited that Jones sought her out and she is in charge.
 
Miss J
 
 
 
"....................one time at band camp"
Nov 29, 2007 12:47 pm

Wow, what's the payout--75 basis points gross--35 to 39% of that--$100,000 x 75 basis points = $750 x 35% = $262.50, means you only need 822 like that to make you minimums per year on a rolling 4 month basis

Nov 29, 2007 1:02 pm

We don't know the payout yet.  I'm guessing 1% with a 40% payout.  And your math is way wrong.  Let's try this again, using your numbers.  Minimum bogey is $18,000 gross X 12 = $216,000/.75% = $28.8 million/$100,000 = 288.  See, you were calculating the number of plans needed like that on NET numbers, not gross.  If you're going to make fun of Jones, you could at least get the math right.     

 



Miss Jones - Fes told us at a meeting recently that it would be launched in time for Summer Regionals.  You can bet we are going to spend a few hours talking about the platform then. 
Nov 29, 2007 3:00 pm

one time at bandcamp...that is funny

Nov 29, 2007 3:04 pm

Hey Spiff--Get this your right--my math was wrong! 

Nov 29, 2007 3:24 pm

Spiff-  Summer regional sounds like a good time to do that.  I know they will need to do some MAJOR educating and that event might be just the right place to do it. Thanks for the info.  Either way- I am thrilled to know Lisa Pelican is on board and in charge of the platform.

 
Miss J
Nov 29, 2007 4:24 pm

It might actually make regionals interesting this year.  Last year ours were really boring.  There's only so many ways you can talk about service and how great we are at it before I start to yawn.   

Nov 29, 2007 4:32 pm

Nov 29, 2007 5:27 pm

Glad to hear you guys are finally getting a fee-based platform of some sort - something most of the industry has had for years now.  Better late than never, I guess.

Having been with AGE for most of the recent years, though, I have one comment: Lisa WHO? 

I'm not saying she wasn't perhaps the unseen power behind the throne in the fee based area, but I know lots of names in that area and none of them are Lisa whatshername.  She may be hot stuff, but I've never heard of her.




Nov 29, 2007 5:31 pm

Oh,,well...the GP's have pumped her up to get the troops excited.  Just in time recharge for the troops.  She's probably dating a GP...kinda like Connie whatshername...

Nov 29, 2007 5:44 pm
Morphius:



Having been with AGE for most of the recent years, though, I have one comment: Lisa WHO? 

 
With her ability to leave a lasting impression like this I can see what you're all so excited about!
Nov 29, 2007 6:50 pm
Morphius:


Having been with AGE for most of the recent years, though, I have one comment: Lisa WHO? 



"Lisa Pelikan, vice president of the investment management consulting
department, has been with A.G. Edwards for 16 years."

St. Louis Commerce Magazine 2003

Nov 29, 2007 8:39 pm
Spaceman Spiff:

It might actually make regionals interesting this year.  Last year ours were really boring.  There's only so many ways you can talk about service and how great we are at it before I start to yawn.   

 
like I said before
 
........ one time at band camp  =  summer regionals
Nov 29, 2007 8:46 pm
Maxstud:
Morphius:


Having been with AGE for most of the recent years, though, I have one comment: Lisa WHO? 



"Lisa Pelikan, vice president of the investment management consulting department, has been with A.G. Edwards for 16 years."

St. Louis Commerce Magazine 2003

 
how many VPs are there at a brokerage firm??????
a $#!^load .... check FINRA for history
Nov 29, 2007 8:48 pm

Forgot to add that the person in questions seems to have gone through some name change(s) through the years. 

Nov 29, 2007 9:15 pm
bspears:





You crack me up Spears.



I'm actually starting to like your humor. I used to be real annoyed by you, until I realized that you were really just....trying to annoy us!



I find myself laughing at your comments now. I actually bet you are pretty funny in person. You remind me of my brother. He ALWAYS has a smarta$$ response to every comment in our weekly e-mail threads.



Keep it coming Spears..

Nov 29, 2007 9:17 pm
Spaceman Spiff:

We don't know the payout yet. I'm guessing 1% with a 40% payout. And your math is way wrong. Let's try this again, using your numbers. Minimum bogey is $18,000 gross X 12 = $216,000/.75% = $28.8 million/$100,000 = 288. See, you were calculating the number of plans needed like that on NET numbers, not gross. If you're going to make fun of Jones, you could at least get the math right.      









Miss Jones - Fes told us at a meeting recently that it would be launched in time for Summer Regionals. You can bet we are going to spend a few hours talking about the platform then.





I actually have heard 75 bips, but of course that is from the shadiest of grapevines...I hope it's 100.

Nov 30, 2007 10:07 am
apex01:
Morphius:



Having been with AGE for most of the recent years, though, I have one comment: Lisa WHO? 

 
With her ability to leave a lasting impression like this I can see what you're all so excited about!
 
I could see how you might not know who Lisa Pelikan is if you don't do a lot in the fee based world.. The BIG producers at AGE that use Fee based would.. You could ask those people if you really cared to know. Just a thought-
 
Miss J