LPL Masters Conference after 8 years EDJ

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Mar 20, 2007 12:36 am

So in one year from when I left Jones I took 93% of my book.  Grossed $544,000.  I also went to the Masters conference in Hawaii with LPL. 

It seemed like a Jones diversification trip.  Every Advisor I started a conversation with was an ex-Jonesey!  It was amazing.  Every person said the same thing, "I should've done it 3 years earlier." 

So this message is to anyone on the fence:  Make the change!  Jones is a great place to start but the real professionals are running their own shows at Indy shops!

Mar 20, 2007 10:04 am


Mar 22, 2007 12:11 am

Same response at RJ conference recently. All top quality guys that were former Jonesers, and many of them.

And for those keeping score-10 months out from leaving the mother ship and this week I will go back above where I was in AUM. Life is good.

Mar 22, 2007 9:09 am

I thought CIB was gone…great news!  Good luck and good planning.