Edward Jones Investments
Industry: Investment company
DescriptionEdward D. Jones & Co., L.P., since 1995 simplified as Edward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, ... Headquarters: St. Louis, Missouri, United States CEO: James D. Weddle (Jan 2006–) Parent organization: JONES FINANCIAL COMPANIES LP LLP Founder: Edward D. Jones Founded: 1922 Revenue: 7 billion USD (2017)
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Edward Jones Investments Employees
Employee
Years
Job
Industry
David J. Gerson David J. Gerson's Edward Jones Investments Experience 2008 - 2009
Job Health Insurance Broker
Industry Insurance
Experience
David Gerson 2011 - Present
United Health Care 2009 - 2011
Edward Jones Investments 2008 - 2009
Skills
Medicare, Health Insurance, Investments, Term Life Insurance, Insurance, Small Business, Retirement Planning, Sales Management, Management, Life Insurance, Long-term Care, Health Savings Accounts, Employee Benefits, Customer Service
Education
University of Southern California 2003 — 2005
Bachelors, Business Administration
University of Southern California - Marshall School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
David Gerson 2011 - Present
United Health Care 2009 - 2011
Edward Jones Investments 2008 - 2009
Skills
Medicare, Health Insurance, Investments, Term Life Insurance, Insurance, Small Business, Retirement Planning, Sales Management, Management, Life Insurance, Long-term Care, Health Savings Accounts, Employee Benefits, Customer Service
Education
University of Southern California 2003 — 2005
Bachelors, Business Administration
University of Southern California - Marshall School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ben Anfindsen's Edward Jones Investments Experience December 2009 - January 2011
Job Longterm Care Representative at Genworth
Industry Financial Services
Experience
Genworth August 2014 - Present
Duck Commander August 2013 - June 2014
Northwestern Mutual December 2012 - June 2013
Travelers July 2012 - November 2012
State Farm August 2011 - January 2012
Carahsoft Technology May 2011 - August 2011
Edward Jones Investments December 2009 - January 2011
Trump National Golf Club May 2009 - August 2009
Skills
Word, PowerPoint, Customer Service, Excel, Microsoft Office, Insurance, Sales, Cloud Computing, Proactive self-starter, Task-oriented, Goal-driven leader, Microsoft Excel, Financial Analysis, Cold Calling
Education
University of South Carolina-Columbia 2008 — 2012
Insurance and Risk Management, Business
Potomac Falls High School 2004 — 2008
Genworth August 2014 - Present
Duck Commander August 2013 - June 2014
Northwestern Mutual December 2012 - June 2013
Travelers July 2012 - November 2012
State Farm August 2011 - January 2012
Carahsoft Technology May 2011 - August 2011
Edward Jones Investments December 2009 - January 2011
Trump National Golf Club May 2009 - August 2009
Skills
Word, PowerPoint, Customer Service, Excel, Microsoft Office, Insurance, Sales, Cloud Computing, Proactive self-starter, Task-oriented, Goal-driven leader, Microsoft Excel, Financial Analysis, Cold Calling
Education
University of South Carolina-Columbia 2008 — 2012
Insurance and Risk Management, Business
Potomac Falls High School 2004 — 2008
Erik Carter, JD, CFP® Erik Carter, JD, CFP®'s Edward Jones Investments Experience July 2000 - February 2002
Job Unbiased Financial Planner, Writer, and Educator
Industry Financial Services
Experience
Financial Finesse January 2010 - Present
American Money Management June 2008 - April 2009
Motions March 2008 - April 2009
Robbins Umeda and Fink May 2007 - August 2007
Raj for Congress June 2006 - August 2006
Charles Schwab and Co, Inc. May 2005 - June 2006
ING Advisors Network February 2002 - May 2005
Edward Jones Investments July 2000 - February 2002
Kaplan Educational Centers September 1999 - July 2000
Washington Square News January 2000 - May 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Allocation, Financial Planners, Insurance, Retirement, Mutual Funds, Financial Services, Investment Strategies, Financial Education, Investment Management, Financial Planning, Series 63, Financial Advisory
Education
University of San Diego School of Law 2006 — 2009
JD
New York University 1997 — 2000
BA
Financial Finesse January 2010 - Present
American Money Management June 2008 - April 2009
Motions March 2008 - April 2009
Robbins Umeda and Fink May 2007 - August 2007
Raj for Congress June 2006 - August 2006
Charles Schwab and Co, Inc. May 2005 - June 2006
ING Advisors Network February 2002 - May 2005
Edward Jones Investments July 2000 - February 2002
Kaplan Educational Centers September 1999 - July 2000
Washington Square News January 2000 - May 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Allocation, Financial Planners, Insurance, Retirement, Mutual Funds, Financial Services, Investment Strategies, Financial Education, Investment Management, Financial Planning, Series 63, Financial Advisory
Education
University of San Diego School of Law 2006 — 2009
JD
New York University 1997 — 2000
BA
Bonnie Fischer's Edward Jones Investments Experience Financial AdvisorRBC Dain Rauscher1999 - 2003
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments Financial AdvisorRBC Dain Rauscher1999 - 2003
American Express Financial Advisors 1995 - 1999
Education
University of South Florida
Edward Jones Investments Financial AdvisorRBC Dain Rauscher1999 - 2003
American Express Financial Advisors 1995 - 1999
Education
University of South Florida
Elvis Fernandes's Edward Jones Investments Experience May 2009 - September 2009
Job Personal Banker at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank May 2013 - Present
Volunteer April 2009 - Present
MeetingOne November 2012 - March 2013
Polycom June 2011 - July 2012
Juniper Networks January 2011 - June 2011
Juniper Networks October 2009 - December 2010
Edward Jones Investments May 2009 - September 2009
HTC Corporation February 2008 - January 2009
MULTIPLIER - A Motorola Associate September 2007 - January 2008
MULTIPLIER - A Motorola Associate April 2006 - August 2007
Skills
Sales Management, Key Account Management, Channel, Account Management, Solution Selling, Direct Sales, New Business Development, Cold Calling, Lead Generation, Consultative Selling, Salesforce.com, Team Management, Sales Operations, Telecommunications, Selling, Sales, Channel Partners, Sales Process, Sales Presentations, B2B, Managed Services, Enterprise Software, Marketing, Contract Negotiation, Leadership, Pre-sales, Management, Marketing Strategy, Recruiting, Partner Management, Unified Communications, Training, Networking, Business Development, Forecasting, Marketing Management, Program Management, CRM
Education
University of Pune 2002 — 2004
MBA, Marketing Management
University of Pune 1999 — 2002
Bachelors Degree in Commerce, Accounting and Business Administration
APTECH Computer Education 1999 — 2001
Diploma, Software Engineering
St. Josephs Boys High School 1996 — 1997
SSC, Secondary School Certification
U.S. Bank May 2013 - Present
Volunteer April 2009 - Present
MeetingOne November 2012 - March 2013
Polycom June 2011 - July 2012
Juniper Networks January 2011 - June 2011
Juniper Networks October 2009 - December 2010
Edward Jones Investments May 2009 - September 2009
HTC Corporation February 2008 - January 2009
MULTIPLIER - A Motorola Associate September 2007 - January 2008
MULTIPLIER - A Motorola Associate April 2006 - August 2007
Skills
Sales Management, Key Account Management, Channel, Account Management, Solution Selling, Direct Sales, New Business Development, Cold Calling, Lead Generation, Consultative Selling, Salesforce.com, Team Management, Sales Operations, Telecommunications, Selling, Sales, Channel Partners, Sales Process, Sales Presentations, B2B, Managed Services, Enterprise Software, Marketing, Contract Negotiation, Leadership, Pre-sales, Management, Marketing Strategy, Recruiting, Partner Management, Unified Communications, Training, Networking, Business Development, Forecasting, Marketing Management, Program Management, CRM
Education
University of Pune 2002 — 2004
MBA, Marketing Management
University of Pune 1999 — 2002
Bachelors Degree in Commerce, Accounting and Business Administration
APTECH Computer Education 1999 — 2001
Diploma, Software Engineering
St. Josephs Boys High School 1996 — 1997
SSC, Secondary School Certification
Carol Krone Rubler's Edward Jones Investments Experience April 2008 - August 2009
Job Metal Jewelry designer
Industry Design
Experience
Carol Rubler Designs 2011 - Present
Glen Lake Apartments January 2011 - August 2011
Atlanta Regional Commission March 2009 - January 2011
Sandy Springs Perimeter Chamber of Commerce January 2007 - 2011
Edward Jones Investments April 2008 - August 2009
A G EDWARDS FINANCIAL SERVICES March 2006 - February 2008
North Fulton PowerCore 2007 - 2008
AMERIPRISE FINANCIAL SERVICES June 2005 - March 2006
The Paper Gallery 2001 - 2005
THE PAPER GALLERY January 2001 - January 2004
Skills
Strategic Planning, Marketing, Email Marketing, Small Business, Lead Generation, Brand Development, Management, Advertising, Leadership, Jewelry Design, Handmade Jewelry, Trade Shows, Event Planning, Social Media Marketing, Marketing Strategy, Nonprofits, Marketing Communications, Business Development, Public Relations, Sales, Training, Public Speaking, Retail, Social Networking, Team Building, Event Management, Market Planning, Social Media, Coaching, Budgets, Strategy, Online Marketing
Education
University of Pittsburgh
Masters, Education
University of Pittsburgh
Bachelor of Arts, Masters Degree in Education
Carol Rubler Designs 2011 - Present
Glen Lake Apartments January 2011 - August 2011
Atlanta Regional Commission March 2009 - January 2011
Sandy Springs Perimeter Chamber of Commerce January 2007 - 2011
Edward Jones Investments April 2008 - August 2009
A G EDWARDS FINANCIAL SERVICES March 2006 - February 2008
North Fulton PowerCore 2007 - 2008
AMERIPRISE FINANCIAL SERVICES June 2005 - March 2006
The Paper Gallery 2001 - 2005
THE PAPER GALLERY January 2001 - January 2004
Skills
Strategic Planning, Marketing, Email Marketing, Small Business, Lead Generation, Brand Development, Management, Advertising, Leadership, Jewelry Design, Handmade Jewelry, Trade Shows, Event Planning, Social Media Marketing, Marketing Strategy, Nonprofits, Marketing Communications, Business Development, Public Relations, Sales, Training, Public Speaking, Retail, Social Networking, Team Building, Event Management, Market Planning, Social Media, Coaching, Budgets, Strategy, Online Marketing
Education
University of Pittsburgh
Masters, Education
University of Pittsburgh
Bachelor of Arts, Masters Degree in Education
Pamela Jacobs, CFP®'s Edward Jones Investments Experience May 2000 - July 2013
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Edward Jones Investments May 2000 - July 2013
Edward Jones March 2000 - March 2001
Raymond James Financial, Inc. February 1999 - March 2000
First Affirmative Financial Network September 1996 - March 2000
Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation
Education
University of San Francisco 2006 — 2008
Bachelor’s Degree, Applied Economics
Wells Fargo Advisors July 2013 - Present
Edward Jones Investments May 2000 - July 2013
Edward Jones March 2000 - March 2001
Raymond James Financial, Inc. February 1999 - March 2000
First Affirmative Financial Network September 1996 - March 2000
Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation
Education
University of San Francisco 2006 — 2008
Bachelor’s Degree, Applied Economics
Sandy Mascio's Edward Jones Investments Experience September 2006 - Present
Job Branch Office Administrator at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments September 2006 - Present
Edward Jones Investments September 2006 - Present
Edward Jones Investments September 2006 - Present
St. Ambrose School October 2000 - June 2006
G. Edwards and Sons, Inc January 1985 - January 1988
Education
University of Pittsburgh 1978 — 1982
University of Pittsburgh
Bachelor of Science, Business Administration
St. Paul Cathedral High School
Early admission to college
Edward Jones Investments September 2006 - Present
Edward Jones Investments September 2006 - Present
Edward Jones Investments September 2006 - Present
St. Ambrose School October 2000 - June 2006
G. Edwards and Sons, Inc January 1985 - January 1988
Education
University of Pittsburgh 1978 — 1982
University of Pittsburgh
Bachelor of Science, Business Administration
St. Paul Cathedral High School
Early admission to college
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
union bank of switzerland
DLJ
Swiss Bank Corporation