Edward Jones Case Study

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Edward Jones is making investing easy for the future. Edward Jones is helping serve over 5 million investors in America. The goal at Edward Jones is to look at a long term financial plan for customers and help prepare them for the future. They are categorized as a well committed company to work for by numerous magazines, and their employees plan to stay with them for most of the years that they work for Edward Jones (About Us - Edward Jones). They value that their firm has been recognized with many awards. They are recognized a lot for the commitment they give to their clients, as well the very nice atmosphere that they help design for their associates (Awards and Press - Edward Jones). Edward Jones was founded in 1922. It’s founder, Edward D. Jones, was born in 1893 in St. Louis, Missouri. (Gale) The firm’s offices opened in downtown St. Louis and their first offices were not the biggest. In time, the firm expanded and became larger over the years. (Our History - Edward Jones). In 1957, Edward Jones opens the first branch in Mexico, Missouri. Moving forward, in 1968, Ted Jones became Edward Jones’ second managing partner. Ted Jones was the one who started to think that Edward Jones should be run by other …show more content…

Consumer confidence remains high, supported by solid job growth, rising wealth and still-low interest rates. Job growth was disrupted by hurricanes in September, but the unemployment rate dropped to 4.2%, and they expect solid job growth to resume (Economic Outlook - Edward Jones). Revenue has increased since 1990 from 18 million to over 4 billion (Gale). One of Edward Jones’ most valuable qualities are their financial advisors. They offer a plethora of investing products to help you build a diversified investment portfolio, including stocks, bonds, mutual funds, exchange-traded funds and Unit Investment Trusts. (The Jones Financial Companies,

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