Hello
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=19148
Printed Date: Mar/26/2026 at 9:24pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Hello
Posted By: johnalden
Subject: Hello
Date 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. |
Replies:
Posted By: advisorman
Date Posted: Feb/02/2022 at 8:00pm
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Join the exodus out of EJ. What percentage of your biz is reoccurring? T12? ------------- King of sarcasm and speling |
Posted By: missionshooter
Date Posted: Feb/02/2022 at 8:31pm
| Nice practice, did you build 200m+ yourself or did you inherit any assets? |
Posted By: Iamlegend
Date Posted: Feb/02/2022 at 9:45pm
| Welcome! |
Posted By: richchick
Date 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? |
Posted By: johnalden
Date Posted: Feb/03/2022 at 12:59pm
Trailing 12 recurring is around 90 to 95%. This includes fee based, but also 12b-1 fees
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advisorman wrote:Posted By: johnalden
Date Posted: Feb/03/2022 at 1:01pm
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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Posted By: johnalden
Date Posted: Feb/03/2022 at 1:06pm
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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Posted By: luvindy
Date Posted: Feb/03/2022 at 1:20pm
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, |
Posted By: johnalden
Date Posted: Feb/03/2022 at 1:30pm
| Nope, I’ve never had a family member in the business. |
Posted By: johnalden
Date Posted: Feb/03/2022 at 4:58pm
| P.S. I've been reading this forum since back in the Registered Rep forum days. |
Posted By: luvindy
Date Posted: Feb/03/2022 at 6:26pm
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, |
Posted By: advisorman
Date Posted: Feb/03/2022 at 8:32pm
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Well what now? ------------- King of sarcasm and speling |