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johnalden
Member Joined: Feb/02/2022 Status: Offline Points: 284 |
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Posted: Feb/02/2022 at 7:21pm |
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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
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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Join the exodus out of EJ. What percentage of your biz is reoccurring? T12?
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King of sarcasm and speling
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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Nice practice, did you build 200m+ yourself or did you inherit any assets?
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Online Points: 22533 |
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Welcome!
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richchick
Senior Member Joined: Mar/11/2010 Status: Offline Points: 2500 |
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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
Member Joined: Feb/02/2022 Status: Offline Points: 284 |
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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
Member Joined: Feb/02/2022 Status: Offline Points: 284 |
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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
Member Joined: Feb/02/2022 Status: Offline Points: 284 |
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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
Moderator Joined: May/17/2010 Status: Online Points: 25774 |
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Was it from your dad? |
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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
Member Joined: Feb/02/2022 Status: Offline Points: 284 |
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Nope, I’ve never had a family member in the business.
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johnalden
Member Joined: Feb/02/2022 Status: Offline Points: 284 |
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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
Moderator Joined: May/17/2010 Status: Online Points: 25774 |
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I miss Zacko. |
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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
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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Well what now?
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King of sarcasm and speling
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