2012 US Employee Financial Advisor Ratings

Award Recipient

Edward Jones

  Overall Satisfaction? Work Environment? Job Duties? Products and Offerings to Clients? Services and Support Offered to Advisors? People? Technology? Compensation? Firm Performance? Contact?
Edward Jones 5 5 5 5 5 5 5 5 5 5
Charles Schwab & Co.,Inc. 4 4 4 5 4 4 4 4 4 4
Merrill Lynch 3 3 3 4 4 3 4 3 2 3
Morgan Stanley Smith Barney 3 3 3 3 3 2 2 3 3 3
RBC Wealth Management 4 4 4 4 4 4 3 4 4 4
Raymond James & Associates,Inc. 4 4 4 4 4 4 4 5 5 4
UBS Financial Services 4 3 4 3 4 4 4 3 4 4
Wells Fargo Advisors 2 3 2 2 2 2 3 2 3 3
Scoring Legend
 Among the best
 Better than most
 About average
 The rest

*Please note that jdpower.com Ratings may not include all information used to determine J.D. Power and Associates awards. Learn more about how J.D. Power Circle Ratings are calculated.

  • Adhering to best practices regarding firm performance, technology, compliance and administrative support yield the highest levels of advisor satisfaction, even among advisors who receive payouts that are lower than industry average, according to the J.D. Power and Associates 2012 U.S. Financial Advisor Satisfaction StudySM released today.

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