Edward Jones ranks highest in Investor satisfaction
For the fifth year out of the past six, financial-services firm Edward Jones ranks highest in investor satisfaction with full service brokerage firms,
according to the J.D. Power and Associates 2010 Full Service Investor
Satisfaction StudySM released today.
The study measures overall investor satisfaction with full service
investment firms based on seven factors: investment advisor, portfolio
performance, account information, account offerings, commissions and fees, website and problem resolution. The J.D. Power and Associates study found that Edward Jones “performed particularly well across the two
highest-weighted factors: Investment Advisor and Investment Performance.”
“As stated on their website, Edward Jones advisors strive for personal
attention and believe in providing one-on-one service,” according to the
J.D. Power study. “This is evident in their efforts to engage in
proactive conversations regarding a multitude of their investors’
concerns, including reviewing an existing strategic plan or developing one
for a new investor, and initiating discussions regarding portfolio/asset
allocation or investment needs.”
Edward Jones’ overall score climbed 10 points over last year, when it also
was ranked highest among the 14 largest firms rated.
“Being ranked highest in investor satisfaction for full-service brokerage
firms by J.D. Power and Associates five times now is a great honor and
quite an accomplishment,” said Jim Weddle, managing partner of Edward
Jones. “It results from always having our clients? best interests at
heart as we work to help them through the tough times as well as the good
times.”
Edward Jones ranked highest in investor satisfaction by J.D. Power and
Associates in 2009, from 2005 through 2007, and in a tie in 2002, when the
study began. Edward Jones in Canada twice ranked highest in the J.D. Power
and Associates Canadian Full Service Investor Satisfaction Study.
The 2010 Full Service Investor Satisfaction Study is based on responses
from more than 4,460 investors who primarily invest with one of the 14
firms included in the study. The study was fielded in May of 2010.
For more information about Edward Jones, please contact: Eric Tibbs, Edward Jones on Fort Myers Beach at 463-0164.