Edward Jones Again Ranked Number One Financial Firm
The financial-services firm Edward Jones ranks highest in full-service investor satisfaction for the second consecutive year, according to the J.D. Power and Associates 2006 Full Service Investor Satisfaction Study(SM), the 44 Tulsa Metro Edward Jones investment representatives announced recently.
The J.D. Power and Associates study found that strong customer service, representative performance, convenience, account set-up/offerings, account statements and product and service offerings combined with competitive investment performance helped ensure Edward Jones’ first-place finish. Edward Jones does particularly well serving its more affluent clients, the survey found.
“As a firm, all of us are committed to providing outstanding client service,” says James D. Weddle, managing partner of Edward Jones. “Our clients are the true judges of our service, and these surveys show that our clients think highly of the firm and their relationships with their local investment representatives and branch office administrators. Their satisfaction is reflected by the fact that they would recommend Edward Jones to their friends, as reported in the study results.” According to the study, satisfaction translates into advocacy, and Edward Jones clients recommend their investment representative more often than other firms, according to the survey. Meeting face-to-face with one’s investment professional is the best way to increase satisfaction, the survey found. “We believe that individual investors prefer to conduct business face-to-face in offices that are conveniently located,” Weddle says. “We treat our clients the way we would want to be treated, and we appreciate the honor that they bestow upon us.”
Edward Jones ranked highest by J.D. Power and Associates in 2005, and highest in 2002, when the study began. Recently, Edward Jones in Canada announced the firm’s highest ranking in J.D. Power and Associates’ Canadian study.
Edward Jones provides investment advice and financial services for individual investors in the United States, Canada and the United Kingdom. Every aspect of the company’s business from the types of investment options offered to the location of branch offices is designed to cater to individual investors in the communities in which they live and work.
The firm’s 9,000-plus investment representatives work directly with more than 6 million clients to understand their personal goals–from college savings to retirement– and create long-term strategies for their investments emphasizing portfolio diversification and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones is headquartered in St. Louis. The Edward Jones interactive web site is located at www.edwardjones.com.
Updated 07-24-2006
READER COMMENTS
