Batesville Herald Tribune, Batesville, Indiana

Business

March 25, 2014

Advisers praise Edward Jones

For the 19th time, the financial services firm Edward Jones ranked No. 1 in the WealthManagement.com./REP.magazine annual survey of the nation’s six largest financial services firms, said spokesperson Regina DeLuca-Imral.

There are four financial advisers in Batesville: Electa Bessler and Joni Dunn, 111 S. Main St., 812-934-2458; Greg Berkemeier, 976 State Road 46 E., Suite F, 812-934-9996; and Tony Fudge, 812-933-1044.

REP.magazine randomly selects financial advisers nationwide and asks them to rank their firms in various categories. Edward Jones’ overall score was 9.5 out of 10 possible points. The firm scored top marks across the board, earning near perfect scores in overall ethics (9.8) and public image (9.7), according to WealthManagment.com.

Edward Jones financial advisers gave the firm some of the highest scores in the technology and training category, scoring high above the other five firms in every sub-category, which includes the quality of technology, clarity and online access of client account statements and ongoing training.

“This honor is a testament to the enduring strength of our firm values, our trade-offs and our partnership,” said managing partner Jim Weddle. “We are guided by a clear mission to serve the serious, long-term individual investor and to provide the best career-long opportunity for financial advisers who take pride in their work and appreciate the importance of the work we do.”

According to WealthManagement.com, between Oct. 7 and Nov. 7, 2013, invitations were e-mailed to print subscribers and advisers from various firms in the Meridian-AIQ database requesting participation in an online survey. By Nov. 7, 2,333 completed responses were received. Financial advisers rated their current employers on 33 items related to their satisfaction.

Edward Jones (www.edwardjones.com) provides financial services for individual investors in the United States and, through its affiliate, Canada. Every aspect of the firm’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 12,000 financial advisers work directly with nearly 7 million clients to understand their personal goals – from college savings to retirement – and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy.

Edward Jones, which ranked No. 8 on FORTUNE magazine’s 100 Best Companies to Work for 2013, is headquartered in St. Louis.

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