Competitive.
Transparent.
And driven by you.

In the form of 6,000 associates at our headquarters working for your success. Our extensive offering of client-centric products and services. And, best of all, a branch office administrator who is dedicated to your success and the success of your clients.

Your experience counts.

Our transition packages are competitive and provide guaranteed earnings without contractually binding you to the firm for the long term. Our transfer compensation is individually assessed and optimized for incoming financial advisors to ensure a smooth transfer to the firm – and a solid start to your Edward Jones practice.

Early in your career?

We understand it takes time to build a successful practice. If you have less than three years’ experience or under $30 million in portable assets under care, we will support you with:

• Up to four years of base salary – with salary decreasing and commission payout increasing as your practice matures
• Commission
• New asset compensation that rewards you for building long-term relationships with clients that help you build a solid and rewarding practice

Established?

If you have more than three years’ experience, greater than $30 million in portable assets under care and trailing 12-month production of $250,000 or higher, your compensation could include guaranteed income, commissions, new asset compensation and a deferred bonus based on the size of the practice you transfer.

Commissions are just the beginning.

You’ll run your own office, set your own goals and partner with clients on achieving their financial and life goals – and your compensation will reflect your success in those efforts. Commission payouts range from 36%-40%. But your total payout can hit 50% when you add in travel awards, profit sharing and, in the past, potential for a limited partnership opportunity*.

Bonuses paid as you earn them.

Bonuses and other variable compensation can make up a significant percentage of your compensation. And we don’t hold your bonuses captive to entice you to stay. We structure all bonus opportunities to be paid as you earn them on a trimester basis – so you can get rewarded for your hard work today and reach your full potential sooner.

• Trimester profitability bonuses are based on the profitability of the firm and your individual branch office. These bonuses are designed to reward financial advisors over and above their regular pay when their efforts produce a bonus-eligible profit for their branch. Eligibility begins at month 13.

Profit and loss statement

Edward Jones financial advisors operate individual branch offices. This entrepreneurial business model gives you the freedom to build your business your way. Rewarding you for the profit and bonus opportunities you create – with no managers in the branch to take a cut.

Each financial advisor receives a branch profit and loss statement, which includes all revenue and expenses attributable to your branch, minus an allocation for firm support. Branch expenses** typically include:

• Financial advisor earnings
• Branch staff payroll
• Benefits
• Occupancy expenses
• Equipment and access charges
• Telephone, postage, licenses, etc.

Your branch profitability bonus is based on a combination of the firm’s and the branch’s profit. Your branch’s profit is determined by a simple formula:

• Gross Revenue
• + Credits
• + Fees
• – Expenses
• – Firm Support
• Branch Profit

Branch profitability bonuses are calculated and paid on a trimester basis, based on the firm’s current bonus level and the branch’s individual profit.

Asset sharing programs

As you grow your practice, you may want to deepen relationships with a smaller number of clients – so you can focus more fully on helping them achieve their financial goals. We compensate you as you transition client relationships to another financial advisor looking to build their practice – a win-win that supports our client-first business model.