CLOs on the Move

Edward Jones

www.edwardjones.com

 
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it`s in the United States or Canada, we`re located in the communities where our clients live and work because that`s the best way to get to know them and help reach their financial goals.
  • Number of Employees: 5K-10K
  • Annual Revenue: > $1 Billion

Executives

Name Title Contact Details
Callie Kim
 Associate General Counsel Profile
Robert Kennedy
 Associate General Counsel Profile
Matthew Barnard
 Associate General Counsel Profile
Laura Hughes
 Associate General Counsel Profile
Lisa Bertain
 Principal and Deputy General Counsel Profile

Similar Companies

The Christian and Missionary Alliance in Canada

The Christian & Missionary Alliance in Canada is a Etobicoke, ON-based company in the Financial Services sector.

True North Advisors

With wealth comes responsibility. As a respected, independent wealth management firm, True North Advisors is founded upon the principle of stewardship – the careful and responsible management of clients` financial assets to reach their goals now and in the future. Clients can rest confidently that their advisor is looking out for their interests because he or she has taken the time to really get to know the client and their life goals. Clients can enjoy peace of mind knowing their custom fit financial plan is in place and is being carefully implemented. With that plan, clients can exercise financial discipline to handle emotions that could lead to costly mistakes. Clients have a clear guide to navigating the changing economic and market environment during their journey and to making sense of all the deluge of information coming at them. They have their True North. True North was founded in 2000 by Scott Wood and Mark Gehlbach with the vision of providing clients with a dramatically better service and wealth management experience than available at large brokers. Scott and Mark envisioned a firm and a team of people that would get up every day excited to help people achieve their financial life goals. They envisioned a firm that would be the best at what it does, a place that clients felt comfortable telling their friends about, and where industry professionals would vie for an opportunity to join the team.

Zavitz Insurance Inc

Zavitz Insurance Inc is a London, ON-based company in the Financial Services sector.

FundEX Investments

FundEX Investments Inc. is a Markham, ON-based company in the Financial Services sector.

Granville Group Financial Consultants

Granville Group Financial Consultants is a Halifax, NS-based company in the Financial Services sector.