Old School - Customer Experience Lead Edward Jones Employee Review

3.0
Jan 20, 2026
Recommend
CEO approval
Business Outlook

Pros

Generally manageable workload and nice people

Cons

Missing the mark with clients especially on UX needs. They're starting to bring in external talent, after realizing the gaps they need to bridge over numerous areas of the business prior to their old loyal customers passing away. The reorg last year was dramatic, but now additional news has been shared about return to office 4 days a week, routine travel for those remote and less work flexibility.

Explore other reviews about Edward Jones

5.0
Jun 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Great place to transition into the world of Financial Advising

Cons

Tough business to get started on your own.

2.0
Jun 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Holds firm to its conservative investment philosophy.

Cons

The firm has been behind the times for decades. It is great that they are finally trying to get up to speed, but the rate of change is not manageable. There has been a high turnover in support staff and it's hard to get accurate information when needing support. It also seems like they have lost their original focus of being the local friendly financial advisor in your backyard and being accessible to the masses. The focus has shifted to high-net-worth individuals and catering to the wealthy. I've watched several advisors get pushed out because they expressed concern and needed support they weren't receiving. When hired as an advisor I was told I'd receive all of this wonderful training of what to say and how to overcome objections and did not receive any of that training. Most of the training is a high-level overview with homework of figuring it out on your own time. In order to be successful as an advisor at Edward Jones, you need to plan on working 80 hours a week for at least the first five years at the firm with little to no support.

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