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Retirement Transition Plan

You help our clients prepare for their retirement. We'll help you prepare for yours.

Edward Jones has no mandatory retirement age. But when you're ready, our plan provides:
  • Flexibility in your transition
  • An appropriate timeline for your retirement
  • Control over who'll support your clients¬†
  • Compensation that recognizes your contributions to clients, the community and the firm
  • Additional recognition for sharing or transitioning clients to existing or new Financial Advisors
We also hope you'll maintain the lifelong friendships you've created with clients and your friends at Edward Jones.

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Bonuses are always good.

It's especially true when you're transitioning your practice. You'll have the opportunity for monthly bonuses during your first 12 months as you transition clients to Edward Jones

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Meet ambitious professionals. Just like you.

Meet a unique group of professionals who all decided to switch careers to find more autonomy, increased financial rewards and more success.

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Our work benefits our clients and communities

Our financial advisors actively serve clients and also volunteer for others in their communities. They find both rewarding and important.

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