GRAFTON — Edward Jones Financial Advisor Jerry Faust recently qualified for the Edward Jones recognition conference, Pinnacle, which celebrates the contributions and achievements of the 205 top financial advisors — or 1% — from the firm’s more than 19,000. Qualifiers met multiple criteria including the success of their branch and client feedback.
The conference will be held today through Friday in Orlando, Fla. and includes financial advisors from both the U.S. and Canada.
"I’m incredibly honored to be attending the firm’s Pinnacle conference, and I anticipate great things from the learning and networking opportunity it offers," Faust said.
Faust
Faust works out of the Edward Jones Grafton office.
"There’s nothing like connecting one on one with some of the most talented people at Edward Jones who bring their experiences and best practices from all across North America," he said. "I'll be looking for new ideas that I can carry back to my team and our clients."
"At Edward Jones, our vision for the future is about growing our impact and creating new value for those we serve. The 205 financial advisors attending Pinnacle are leading the way in helping us realize our vision," said Chuck Orban, the Edward Jones principal responsible for the firm’s recognition events. "I always look forward to the engagement and learning that comes out of spending quality time with our financial advisors who are true masters at building deep client relationships and leading highly successful branch teams."
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada, according to a company press release. The firm’s more than 19,000 financial advisors serve more than 8 million clients with a total of $1.9 trillion in client assets under care at the end of December 2023.
It has approximately 54,000 associates and its branch presence in 68% of U.S. counties and most Canadian provinces and territories.