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johnalden View Drop Down
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Joined: Feb/02/2022
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    Posted: Feb/02/2022 at 7:21pm
Hello All,
Here's a little about myself. I've been a lurker on this board for years, but have posted only a few times under another username. I decided that username didn't give me enough privacy, so I switched to this new one.
I have been a Financial Advisor with Edward Jones between 15 and 20 years. I love reading discussions comparing the pros and cons of the different firms as well as the different ways to do business in this industry (series 7, RIA....) I manage between 200 and 300 million in assets and have been a level 10 producer for several years. 
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advisorman View Drop Down
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Join the exodus out of EJ. What percentage of your biz is reoccurring? T12?
King of sarcasm and speling
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missionshooter View Drop Down
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Nice practice,  did you build 200m+ yourself or did you inherit any assets?
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Iamlegend View Drop Down
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Welcome!
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richchick View Drop Down
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Hey John, welcome. Since you’re new and missed all my polls, how tall are you? What % of your T12 is from fee based business? Do you think songs can be sexy? 
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johnalden View Drop Down
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Originally posted by advisorman advisorman wrote:

Join the exodus out of EJ. What percentage of your biz is reoccurring? T12?

Trailing 12 recurring is around 90 to 95%. This includes fee based, but also 12b-1 fees


Edited by johnalden - Feb/03/2022 at 1:08pm
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johnalden View Drop Down
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Originally posted by missionshooter missionshooter wrote:

Nice practice,  did you build 200m+ yourself or did you inherit any assets?

I got around $60 mil in asset sharing programs. I don’t want to give any more details than that other than to say it wasn’t all at the beginning. 
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johnalden View Drop Down
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Originally posted by richchick richchick wrote:

Hey John, welcome. Since you’re new and missed all my polls, how tall are you? What % of your T12 is from fee based business? Do you think songs can be sexy? 

richchick, I’ve been reading your posts for a while. Thanks for sharing all the info about your experience comparing and sorting through the different Independent channel options. 
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luvindy View Drop Down
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Originally posted by johnalden johnalden wrote:

Originally posted by missionshooter missionshooter wrote:

Nice practice,  did you build 200m+ yourself or did you inherit any assets?

I got around $60 mil in asset sharing programs. I don’t want to give any more details than that other than to say it wasn’t all at the beginning. 

Was it from your dad?
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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johnalden View Drop Down
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Nope, I’ve never had a family member in the business. 
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johnalden View Drop Down
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P.S. I've been reading this forum since back in the Registered Rep forum days. 
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luvindy View Drop Down
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Originally posted by johnalden johnalden wrote:

P.S. I've been reading this forum since back in the Registered Rep forum days. 

I miss Zacko.
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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advisorman View Drop Down
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Points: 4305 		Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 8:32pm
Well what now?
King of sarcasm and speling
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