Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - Hello
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

Hello

 Post Reply Post Reply
Author
Message
johnalden View Drop Down
Member
Member


Joined: Feb/02/2022
Status: Offline
Points: 145
Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post Topic: Hello
    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. 

Back to Top
advisorman View Drop Down
Senior Member
Senior Member
Avatar

Joined: Oct/22/2011
Location: somewhere
Status: Offline
Points: 3828
Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2022 at 8:00pm
Join the exodus out of EJ. What percentage of your biz is reoccurring? T12?
King of sarcasm and speling
Back to Top
missionshooter View Drop Down
Senior Member
Senior Member
Avatar

Joined: Feb/12/2014
Status: Offline
Points: 5316
Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2022 at 8:31pm
Nice practice,  did you build 200m+ yourself or did you inherit any assets?
Back to Top
Iamlegend View Drop Down
Platinum Member
Platinum Member
Avatar

Joined: Mar/09/2010
Status: Online
Points: 20680
Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2022 at 9:45pm
Welcome!
Back to Top
richchick View Drop Down
Senior Member
Senior Member
Avatar

Joined: Mar/11/2010
Status: Offline
Points: 1604
Post Options Post Options   Thanks (0) Thanks(0)   Quote richchick Quote  Post ReplyReply Direct Link To This Post Posted: Feb/02/2022 at 10:44pm
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? 
Back to Top
johnalden View Drop Down
Member
Member


Joined: Feb/02/2022
Status: Offline
Points: 145
Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 12:59pm
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
Back to Top
johnalden View Drop Down
Member
Member


Joined: Feb/02/2022
Status: Offline
Points: 145
Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 1:01pm
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. 
Back to Top
johnalden View Drop Down
Member
Member


Joined: Feb/02/2022
Status: Offline
Points: 145
Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 1:06pm
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. 
Back to Top
luvindy View Drop Down
Moderator
Moderator
Avatar

Joined: May/17/2010
Status: Offline
Points: 22545
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 1:20pm
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,
Back to Top
johnalden View Drop Down
Member
Member


Joined: Feb/02/2022
Status: Offline
Points: 145
Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 1:30pm
Nope, I’ve never had a family member in the business. 
Back to Top
johnalden View Drop Down
Member
Member


Joined: Feb/02/2022
Status: Offline
Points: 145
Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 4:58pm
P.S. I've been reading this forum since back in the Registered Rep forum days. 
Back to Top
luvindy View Drop Down
Moderator
Moderator
Avatar

Joined: May/17/2010
Status: Offline
Points: 22545
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Feb/03/2022 at 6:26pm
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,
Back to Top
advisorman View Drop Down
Senior Member
Senior Member
Avatar

Joined: Oct/22/2011
Location: somewhere
Status: Offline
Points: 3828
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
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.078 seconds.