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johnalden View Drop Down
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Joined: Feb/02/2022
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Points: 92 		Post Options Post Options   Thanks (0) Thanks(0)   Quote johnalden Quote  Post ReplyReply Direct Link To This Post 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 View Drop Down
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Points: 1491 		Post Options Post Options   Thanks (0) Thanks(0)   Quote richchick Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 3:07pm
Originally posted by missionshooter missionshooter wrote:

Originally posted by freebird freebird wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by missionshooter missionshooter wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese 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 LOL

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.  


Read that twice, Yep - mission talking about himself in the third person. 
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FieldofDreamz View Drop Down
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Points: 25 		Post Options Post Options   Thanks (0) Thanks(0)   Quote FieldofDreamz Quote  Post ReplyReply Direct Link To This Post 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. LOL
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missionshooter View Drop Down
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Points: 5209 		Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 10:35am
Originally posted by freebird freebird wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by missionshooter missionshooter wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese 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 LOL

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 View Drop Down
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Points: 5103 		Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 9:36am
Originally posted by spudpotato spudpotato wrote:

Originally posted by missionshooter missionshooter wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese 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 LOL

But I didnt use advisory either 
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 View Drop Down
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Points: 25 		Post Options Post Options   Thanks (0) Thanks(0)   Quote FieldofDreamz Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 8:32am
Welcome. 
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spudpotato View Drop Down
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Points: 307 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spudpotato Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 8:21am
Originally posted by missionshooter missionshooter wrote:

Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese 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 View Drop Down
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Points: 5209 		Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 8:19am
Originally posted by spudpotato spudpotato wrote:

Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese 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 View Drop Down
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Points: 307 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spudpotato Quote  Post ReplyReply Direct Link To This Post Posted: Dec/30/2021 at 5:18am
Originally posted by EJ555 EJ555 wrote:

Originally posted by BigCheese 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 View Drop Down
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Points: 16 		Post Options Post Options   Thanks (0) Thanks(0)   Quote HoffHawk Quote  Post ReplyReply Direct Link To This Post Posted: Dec/28/2021 at 2:06pm
Originally posted by missionshooter missionshooter wrote:

I miss HoffHawk Cry

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 View Drop Down
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Points: 5209 		Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Dec/28/2021 at 1:14pm
I miss HoffHawk Cry
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B24 View Drop Down
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Points: 22495 		Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Dec/23/2021 at 10:29pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 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. 

This is what WarPig's ex-boyfriend told him.
"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 View Drop Down
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Points: 307 		Post Options Post Options   Thanks (0) Thanks(0)   Quote spudpotato Quote  Post ReplyReply Direct Link To This Post Posted: Dec/23/2021 at 9:22pm
Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 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?



None of it makes sense. 
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advisorman View Drop Down
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Points: 3755 		Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Dec/23/2021 at 7:11pm
She will last one week at this rate
King of sarcasm and speling
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EJ555 View Drop Down
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Points: 171 		Post Options Post Options   Thanks (0) Thanks(0)   Quote EJ555 Quote  Post ReplyReply Direct Link To This Post Posted: Dec/23/2021 at 6:42pm
Originally posted by freebird 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 View Drop Down
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Points: 38183 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Dec/23/2021 at 4:45pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 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 (06/24/2022):

Ducati: The economy far outweighs blue haired women screaming about abortion this election.
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DucatiSportGT View Drop Down
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Originally posted by Mike Damone Mike Damone wrote:

Originally posted by EJ555 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 View Drop Down
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Originally posted by EJ555 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 View Drop Down
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Good Idea bird, 

Broads love talking about themselves, their 'fave" topic ...
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Points: 5103 		Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Dec/23/2021 at 4:13pm
Can we get an AMA on both of these chicks?
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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