Edward Jones is tops
for 19th straight year
For the 19th time, the financial services firm Edward Jones ranked No. 1 in WealthManagement.com/REP. magazine's annual survey of the nation's six largest financial services firms, according to Aurora's Edward Jones advisers Brady Krebs and Laura Radcliff.
The magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories. Edward Jones' overall score was 9.5 out of 10 possible points. The firm scored top marks across the board, earning near perfect scores in overall eithic (9.8) and public image (9.7).
"This honor is a testament to the enduring strength of our firm values, our tradeoffs and our partnership," said Krebs and Radcliff. "We are guided by a clear mission to serve the serious, long-term individual investor and to provide the best career-long opportunity for financial advisors who take pride in their work and appreciate the importance of the work we do."
Edward Jones financial advisors gave the firm some of the highest scores in the technology and training category, scoring high above the other five firms in every sub-category which includes the quality of technology, clarity and online access of client account statements and ongoing training.
Edward Jones, headquartered in St. Louis, provides financial services for individual investors in the United States and, through its affiliate, in Canada. The firm's 12,000-plus financial advisers work directly with nearly 7 million clients.
Exline will administer
portfolios for Midwest
Aurora resident Kendal M. Exline has joined Midwest Investment Management LLC, a Cleveland-based investment advisory firm, as portfolio administrator.
Midwest Investment Management LLC offers professional investment management service to individuals, trusts, charitable foundations, estates and company retirement plans.
Exline has more than a decade of investment experience, including day-to-day management of client portfolios along with equity and fixed-income trading. She holds an associate of arts degree from Bucknell University.
Exline resides in Aurora with her husband and two daughters.