---- — GREENSBURG — For the 19th time, the financial-services firm Edward Jones ranked No. 1 in the WealthManagement.com./ REP. magazine annual survey of the nation’s six largest financial services firms, according to the following Edward Jones financial advisors in the Greensburg area.
* Ben Purvis, Edwards Jones in Shelbyville, located at 26 Public Square, who can be reached at 3173983143
* Brian D Humphrey, Edwards Jones in Rushville, located at 1905 North Main Street, who can be reached at (765) 932-4959
* Chris Seals, Edwards Jones in Rushville, located at 1628 N Main Street Suite B, who can be reached at (765) 938-1292
* David L Gill, Edwards Jones in Greensburg, located at 1201 N Lincoln St Suite D, who can be reached at (812) 663-5340
* Greg Berkemeier, Edwards Jones in Batesville, located at 976 State Road 46e Suite F, who can be reached at (812) 934-9996
* Jim Ostermueller, Edwards Jones in Columbus, located at 5532 25th St, who can be reached at (812) 376-0370
* Joni A Dunn, Edwards Jones in Batesville, located at 111 South Main, who can be reached at 8129342458
* Renny Esser, Edwards Jones in Shelbyville, located at 2150 Intelliplex Drive, who can be reached at (317) 421-0455
* Steven J Adam, Edwards Jones in Greensburg, located at 113 East Main Street, who can be reached at (812) 663-6500
* Tony Fudge, Edwards Jones in Batesville, located at 111 South Main, who can be reached at 8129330015
REP. magazine randomly selects financial advisors nationwide and asks them to rank their firms in various categories. Edward Jones’ overall score was 9.5 out of 10 possible points. The firm scored top marks across the board, earning near perfect scores in overall ethics (9.8) and public image (9.7), according to WealthManagment.com.
Edward Jones financial advisors gave the firm some of the highest scores in the technology and training category, scoring high above the other five firms in every sub-category which includes the quality of technology, clarity and online access of client account statements and ongoing training.
“This honor is a testament to the enduring strength of our firm values, our trade-offs and our partnership,” Managing Partner Jim Weddle said. “We are guided by a clear mission to serve the serious, long-term individual investor and to provide the best career-long opportunity for financial advisors who take pride in their work and appreciate the importance of the work we do.”
According to WealthManagement.com, between Oct. 7 and Nov. 7, 2013, invitations were emailed to print subscribers and advisors from various firms in the Meridian-AIQ database requesting participation in an online survey. By Nov. 7, 2,333 completed responses were received. Financial
Advisors rated their current employers on 33 items related to their satisfaction. Ratings are based on a 1-to-10 scale, with 10 representing the highest satisfaction level.