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johnalden
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Topic: Hi! Posted: Feb/03/2022 at 4:52pm |
Yes, back before Advisory the only options at EDJ were all commissioned base with the exception of the MAP program which very few used due to the high minimum that was required. I think Advisory came out in 2008. Jim Weddle does deserve some credit for at least moving EDJ forward and out of the cave man ages. Email and Advisory both came out under his watch.
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richchick
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Posted: Dec/30/2021 at 3:07pm |
missionshooter wrote:
freebird wrote:
spudpotato wrote:
missionshooter wrote:
spudpotato wrote:
EJ555 wrote:
BigCheese wrote:
EJ...
Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...
Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day... |
I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.
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It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside.
I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?
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Why not just use index funds in advisory like freebird does? |
I’m hoping for a how-to from freebird soon. 😂
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I’ll try and remember my old Jones stuff and let’s talk after the first 
But I didnt use advisory either |
Daria,
Some time ago, Helado put together an index portfolio for Spiff to use @ Jones.
You might try to search it in the tool.
This was before Freebirds time.
Look @ Missionshooter trying to be helpful to a female on this forum!! Largely because Daria hasn't had the attitude and victim mentality like Erica Jones has.
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Read that twice, Yep - mission talking about himself in the third person.
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FieldofDreamz
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Joined: Aug/30/2021
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Posted: Dec/30/2021 at 11:09am |
Just before I left I had a veteran tell me that advisory solutions was the most under utilized tool Jones has. It is the best option for tax efficiency and performance. I mean if the veterans say it it must be true.
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missionshooter
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Joined: Feb/12/2014
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Points: 5115
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Posted: Dec/30/2021 at 10:35am |
freebird wrote:
spudpotato wrote:
missionshooter wrote:
spudpotato wrote:
EJ555 wrote:
BigCheese wrote:
EJ...
Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...
Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day... |
I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.
|
It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside.
I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?
|
Why not just use index funds in advisory like freebird does? |
I’m hoping for a how-to from freebird soon. 😂
|
I’ll try and remember my old Jones stuff and let’s talk after the first 
But I didnt use advisory either |
Daria,
Some time ago, Helado put together an index portfolio for Spiff to use @ Jones.
You might try to search it in the tool.
This was before Freebirds time.
Look @ Missionshooter trying to be helpful to a female on this forum!! Largely because Daria hasn't had the attitude and victim mentality like Erica Jones has.
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freebird
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Joined: Sep/17/2021
Location: deep south
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Points: 4642
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Posted: Dec/30/2021 at 9:36am |
spudpotato wrote:
missionshooter wrote:
spudpotato wrote:
EJ555 wrote:
BigCheese wrote:
EJ...
Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...
Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day... |
I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.
|
It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside.
I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?
|
Why not just use index funds in advisory like freebird does? |
I’m hoping for a how-to from freebird soon. 😂
|
I’ll try and remember my old Jones stuff and let’s talk after the first 
But I didnt use advisory either
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Conrad on 5-16-22: A woman is a person, of either sex (male or female)…who choses to live life in the gender role of woman.
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FieldofDreamz
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Joined: Aug/30/2021
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Points: 25
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Posted: Dec/30/2021 at 8:32am |
Welcome.
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spudpotato
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Joined: Jan/23/2018
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Points: 275
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Posted: Dec/30/2021 at 8:21am |
missionshooter wrote:
spudpotato wrote:
EJ555 wrote:
BigCheese wrote:
EJ...
Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...
Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day... |
I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.
|
It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside.
I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?
|
Why not just use index funds in advisory like freebird does? |
I’m hoping for a how-to from freebird soon. 😂
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missionshooter
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Joined: Feb/12/2014
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Points: 5115
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Posted: Dec/30/2021 at 8:19am |
spudpotato wrote:
EJ555 wrote:
BigCheese wrote:
EJ...
Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...
Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day... |
I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.
|
It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside.
I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?
|
Why not just use index funds in advisory like freebird does?
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spudpotato
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Joined: Jan/23/2018
Status: Offline
Points: 275
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Posted: Dec/30/2021 at 5:18am |
EJ555 wrote:
BigCheese wrote:
EJ...
Advisory was not an acceptable option during my tenure at EDJ...1997-2006. It wasn't until Weddle took over that the firm saw the light...
Remember Bachman...and then Hill...Weddle was a welcomed change at the top back in the day... |
I had no idea. Almost my entire book is Advisory Solutions. I sell it as a hands off option so the client doesn't have to worry. I can't imagine having to call every client each month to sell something to make a commission.
|
It underperforms in a massive way. You COULD do guided fund or flex and call the client with no worries of commissions. I’ve never opened an advisory account since I started. Sure it’s hands off but it also goes down more than the market and makes way less on the upside.
I heard I could build a custom advisory portfolio, but why do that for the client to pay 1.44 plus what investments are in it?
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HoffHawk
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Posted: Dec/28/2021 at 2:06pm |
missionshooter wrote:
I miss HoffHawk  |
I'm right here missionshooter! Was just trying to be on the nice list so Santa would bring me lots of presents :)
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missionshooter
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Posted: Dec/28/2021 at 1:14pm |
I miss HoffHawk
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B24
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Posted: Dec/23/2021 at 10:29pm |
Wet_Blanket wrote:
DucatiSportGT wrote:
Mike Damone wrote:
EJ555 wrote:
I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.
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Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002. Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry. I can see how the vibe and culture isn't for everyone but I love this place. Does that make sense?
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Whatever you say you shit faced bastard. | You leave all your lovers unsatisfied. |
This is what WarPig's ex-boyfriend told him.
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"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16
"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
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spudpotato
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Posted: Dec/23/2021 at 9:22pm |
Mike Damone wrote:
EJ555 wrote:
I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.
|
Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002. Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry. I can see how the vibe and culture isn't for everyone but I love this place. Does that make sense?
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None of it makes sense.
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advisorman
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Location: somewhere
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Posted: Dec/23/2021 at 7:11pm |
She will last one week at this rate
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King of sarcasm and speling
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EJ555
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Posted: Dec/23/2021 at 6:42pm |
freebird wrote:
Can we get an AMA on both of these chicks? | You haven't needed it so far. You'll just ask questions already asked all of which made me cringe.
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Wet_Blanket
Admin Group
Team America (not iMo)
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Posted: Dec/23/2021 at 4:45pm |
DucatiSportGT wrote:
Mike Damone wrote:
EJ555 wrote:
I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.
|
Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002. Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry. I can see how the vibe and culture isn't for everyone but I love this place. Does that make sense?
|
Whatever you say you shit faced bastard. |
You leave all your lovers unsatisfied.
|
Ducati's Prediction (2/27/2022):
Russia will take Kyiv by midnight Monday 2/28/2022.
Russia will take Ukraine by Wednesday 3/2/22.
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DucatiSportGT
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Joined: Jul/16/2013
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Posted: Dec/23/2021 at 4:35pm |
Mike Damone wrote:
EJ555 wrote:
I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.
|
Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002. Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry. I can see how the vibe and culture isn't for everyone but I love this place. Does that make sense?
|
Whatever you say you shit faced bastard.
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Mike Damone
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Posted: Dec/23/2021 at 4:23pm |
EJ555 wrote:
I didn't present any love for Edward Jones in my post. You're confusing me with the new girl. She's the cheerleader for the company.
|
Personally, I hope you stick around but one really has to have thick skin as we hurl insults at each other all day and it's been this way since I started posting with these jerk offs back in 2002. Think of this place as a bar where we go after work to blow off steam and make jokes, hurl insults in between talking about work and the industry. I can see how the vibe and culture isn't for everyone but I love this place. Does that make sense?
|
"60% of the Time, It Works Every Time"
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missionshooter
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Posted: Dec/23/2021 at 4:19pm |
Good Idea bird,
Broads love talking about themselves, their 'fave" topic ...
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freebird
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Posted: Dec/23/2021 at 4:13pm |
Can we get an AMA on both of these chicks?
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Conrad on 5-16-22: A woman is a person, of either sex (male or female)…who choses to live life in the gender role of woman.
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