edward jones

Press Release:

Michael Marsh and David Hall, Edward Jones financial advisors in Batavia, invite the public to attend a holiday open house from 12 - 5 p.m. on Saturday, December 7 located at 7 Jackson Street.

"We are happy to be part of the Batavia community and would like to express our appreciation for the confidence and support we receive year-round," Hall said.

Refreshments will be served.

Press release:

Robin Ettinger has been promoted to senior branch office administrator at the Batavia branch office of financial services firm Edward Jones. Ettinger has been with Edward Jones the past 10 years.

Michael Marsh, the local Edward Jones financial advisor, said Robin Ettinger is very deserving of the promotion.

"Ettinger has demonstrated an outstanding ability to juggle the many complex tasks and responsibilities associated with helping run this office. I'm very pleased that her exceptional ability and dedication to the firm have been recognized and rewarded," Marsh said.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Press release:

Financial-services firm Edward Jones ranked No. 1 among investment firms for customer experience in The U.S. Customer Experience Index, 2020. This is the fifth consecutive year the firm has received the highest spot on the CX Index among investment firms from Forrester Research, an independent research firm.

Forrester's Customer Experience Index (CX Index (TM)) methodology measures how well a brand's customer experience creates and sustains the loyalty of its customers.

In addition to the No. 1 ranking overall, Edward Jones finished highest in the categories of Customer Service and Clear Communications among investment firms. And the likelihood of recommending their investment firm was highest among Edward Jones clients.

"We strive to build deep personal relationships with every one of our clients," said Ken Cella, Edward Jones principal for the Client Strategies Group. "It begins with understanding what is most important to our clients, then how, when and where they want to be served, which helps us deliver an ideal experience for each client.

"But more than that, our relationships are based on truly listening to our clients so that we can understand their goals and motivations and ultimately build personalized solutions that holistically support their life's goals."

The ranking was based on responses from 15,765 U.S. individuals measuring 21 brands in the investment firm industry. The proprietary survey results are based on consumers' opinions of the experiences with the brands in the survey.

"The consistent high performers in the CX Index know their customers, allowing them to consistently meet their customers' needs and make them happy," according to the Forrester report.

"Edward Jones innovates in ways that are most important to our clients and can make a meaningful impact on their lives," Cella said. "When clients choose to partner with an Edward Jones financial advisor, it's based on the foundation of a trusted relationship.  Client insights tell us that a human-centered relationship supported by a personalized digital and mobile connection is key.

"We partner with clients to help ensure they remain on track to achieve the financial outcomes they hope for over the course of their lives. Through this process our objective is to help our clients feel understood, informed, in control and secure. It is part of our client experience and through knowledge and empathy something we work to improve every day."

Edward Jones, a Fortune 500 company headquartered in St. Louis, Mo., provides financial services in the United States and, through its affiliate, in Canada.

Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1.3 trillion in assets under management.

Visit our website at edwardjones.com and recruiting website at careers.edwardjones.com. Member SIPC.

Press release:

Financial services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2019 U.S. Full Service Investor Satisfaction Study (SM), the firm recently announced.

The study measures overall investor satisfaction with 18 full-service investment firms based on eight factors, including financial advisor, account information, investment performance, firm interaction, product offerings, commissions and fees, information resources, and problem resolution. The firm scored 853 in overall satisfaction, 18 points over the industry average.

"What a great honor it is to be recognized for what matters most, which is making a difference in the lives of our clients," said Edward Jones Managing Partner Penny Pennington. "We illustrate the value of the Edward Jones client experience every day and help our clients achieve financially what is most important to them. We can bring something truly special to clients who experience us. This is why we exist."

Edward Jones ranked highest in investor satisfaction by J.D. Power in 2015 (tied), 2012, 2010, 2009, 2007-2005, and in a tie in 2002, when the study began.

The 2019 Full Service Investor Satisfaction Study is based on responses from more than 4,629 investors who primarily invest with one of the 18 firms included in the study. The majority of the study was fielded in December 2018. For more information, visit jdpower.com/awards.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management.

Visit our website at edwardjones.com and recruiting website at careers.edwardjones.com. Member SIPC.

Press release:

For the third time in a row, financial services firm Edward Jones was named one of the "PEOPLE" magazine's "50 Companies That Care" and a "Great Place to Work."

Rankings represent feedback from more than 4.5 million U.S. employees. PEOPLE partnered with Great Place to Work, a global people analytics and consulting firm, to analyze employees' survey feedback on how their workplaces make a difference in their lives and communities, and to consider the generosity of each organization's benefits, philanthropic and community support.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors.

The Batavia office is located at 7 Jackson St.. Phone is (585) 345-1773. Michael Marsh is the financial advisor.

The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit our website atedwardjones.com and recruiting website at careers.edwardjones.com. (Member SIPC.)

Press release:

The financial services firm Edward Jones recently was named the No. 1 large company on the "Best Companies to Work for in New York" ranking, according to Michael R. Marsh, the local financial advisor.

The New York State Society for Human Resource Management teamed up with the Best Companies Group of Harrisburg, Pa., to rank the state's top 75 employers. Companies named Best Companies to Work for in New York for 2019 were divided into 26 large companies, 23 medium companies and 26 small-sized companies by the number of people they employ in the United States.

The ranking is based on an employer inventory of practices and an anonymous survey of associates, who were asked to agree or disagree with dozens of statements about the firm, teamwork and their individual experience at the firm. For 12 consecutive years, Edward Jones has ranked in the top four Best Companies to Work for in New York State.

Edward Jones has 180 branches across New York. The firm is growing, adding branches and seeking new financial advisors who are interested in operating an entrepreneurial office with the support and benefits of one of the oldest and largest firms in the industry.

Edward Jones, a Fortune 500 company headquartered in St. Louis, Mo., provides financial services in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors.

The Batavia office is located at 7 Jackson St.. Phone is (585) 345-1773.

The firm's 18,000-plus financial advisors serve more than seven million clients and care for $1 trillion in assets under management. Visit their website at edwardjones.com and recruiting website at careers.edwardjones.com. (Member SIPC)

The financial services firm Edward Jones has been named one of the country's Best Workplaces in Financial Services and Insurance by "Fortune" magazine and consulting firm Great Place to Work®, ranking as the No. 4 large company. It was also the top-ranked full-service financial firm among all 40 companies on the list.

Edward Jones has a Batavia office at 7 Jackson St.

Rankings for the Best Workplaces in Financial Services and Insurance were based on feedback from more than more than 62,000 people working at leading financial firms. Employees at recognized organizations report high levels of trust in their management and greater loyalty as well as camaraderie and pride in what they do.

Edward Jones associates also rated the firm highly on issues of leadership strength and integrity, opportunities for professional growth and support for work-life balance. In 2016, Edward Jones ranked No. 6 on this list.

Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in 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 15,000-plus financial advisors work directly with more than 7 million clients. Edward Jones, which ranked No. 5 on "Fortune" magazine's 100 Best Companies to Work For in 2017, is headquartered in St. Louis, Mo.

The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

Press release:

Financial services firm Edward Jones placed among 50 exceptional organizations on "People" magazine's first  "50 Companies That Care" list, jointly chosen by the magazine and the consulting firm Great Place to Work. The company has an office in Batavia at 7 Jackson St.

The outstanding companies were recognized for going above and beyond to create a caring environment for employees and for supporting them throughout their professional and personal lives.

Edward Jones came in at No. 19 on the list, which was based on more than 368,000 surveys from individuals employed by U.S. businesses across a range of industries. The 2017 "50 Companies That Care" also were selected based on the generosity of their benefits and charitable work, as well as personal accounts of the incredible impact these organizations have made on the lives of their employees.

Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in 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 15,000-plus financial advisors work directly with more than 7 million clients. Edward Jones, which ranked No. 5 on "Fortune" magazine's 100 Best Companies to Work For in 2017, is headquartered in St. Louis, Mo.

The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

About People's "50 Companies That Care"

People's Companies That Care list highlights the top 50 U.S. companies with 1,000 or more employees that have succeeded in business while also demonstrating respect, compassion and concern for their employees, their communities and the environment.

To identify the "50 Companies That Care," People partnered with Great Place to Work® to produce the list using the research firm's extensive database and inside knowledge of outstanding workplaces around the globe. The list is based on nearly 370,000 employees' responses to survey questions asking them to rate how their companies treat them on a day-to-day basis. The list also takes into account employees' personal stories about the difference their workplaces have made in their lives and in their communities -- and the generosity of their organizations' benefits, financial donations and volunteerism. For more information, go to GreatPlaceToWork.com/People.

Local residents and businesses may help those less fortunate in the community by bringing in items to the Edward Jones branch office during regular business hours from Thursday, Oct. 1st to Thursday, Nov. 19th.

The items needed for the food drive include: canned and boxed items such as cereal, pasta sauce, peanut butter -- of which they are currently low in stock. Canned fruits, vegetables, gravy, soups, pasta and canned meats are always needed. potatoes, pasta, desserts, and gravy.

The branch address is 7 Jackson St. Batavia, NY 14020.

Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada.

Michael R. Marsh, financial advisor at the Batavia office of Edward Jones, recently won the firm's coveted Zeke McIntyre Pioneer Award. It recognizes new financial advisors who achieve high levels of success early in their careers with the financial services firm.

Marsh was one of only 405 of the firm's more than 13,000 financial advisors to receive the award.

Jim Weddle, the firm's managing partner, said the award is a strong indicator of a financial advisor's future success.

"We recruit and hire our financial advisors from among the best, so we expect them to do well," Weddle said. "But to achieve such success early in his career with Edward Jones is outstanding, and I commend Michael for his performance and dedication."

The award is named after Edward Jones legend Zeke McIntyre, who opened the firm's first branch office in 1957 in Mexico, Mo.

Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in 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 13,000-plus financial advisors 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, diversified portfolio.

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.

Headquartered in St. Louis, Edward Jones ranked No. 4 overall in FORTUNE magazine's 2014 100 Best Companies to Work For ranking. Visit our Web site at www.edwardjones.com and our recruiting Web site at www.careers.edwardjones.com. Follow us on Twitter @EdwardJones. Member SIPC. FORTUNE and Time Inc. are not affiliated with and do not endorse Edward Jones products or services.

Press release:

The financial investment firm Edward Jones, headquartered in St. Louis, celebrates is first year of doing business in Batavia.

The company provides financial services for individual investors in the United States and, through its affiliate, in 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.

"I've enjoyed doing business the old-fashioned way -- in person," said Michael Marsh, an Edward Jones financial advisor in Batavia. "And I am looking forward to many more years of serving the investment needs of my friends, neighbors and business associates."

The fact that Marsh works in the same community in which he lives is unique among financial services firms, most of which do their business by phone. By establishing one-broker offices in rural and suburban communities, however, Edward Jones enables its financial advisors to establish one-on-one business relationships with its investors.

The firm's 12,000-plus financial advisors 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 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.

In January, for the 14th year, Edward Jones was named one of the best companies to work for by FORTUNE Magazine in its annual listing. The firm ranked No. 8 overall.