Leaving Jones to wholesale

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Apr 4, 2009 1:29 pm

Does anyone know if I leave EDJ after 2 years to wholesale for one of the vendors, will they come after me for the $$$?  I always thought they only did that if you left in a competitive situation, but wasn't sure if they would do it if you went to the wholesale side.  Thanks!

Apr 4, 2009 1:48 pm

not sure, but i do know that if you are looking to wholesale for one of their preferred’s it will be looked down upon by the fund family/ins co., thereby reducing your chances of interviewing. i think they simply do not want to step on EDJ’s toes in that scenario. not sure if that is the case with other firms, but just what i know from presonal experience.