Erik Karlson and your local Edward Jones office | Ocean Beach San Diego CA | News

Erik Karlson and your local Edward Jones office

Edward Jones Ocean Beach Erik Karlson


Contact: Erik D. Karlson

April 23, 2015



Edward Jones Ranks Highest in Investor Satisfaction in a Tie,
According to J.D. Power 2015 Full Service Investor Satisfaction Study

Financial-services firm Edward Jones ranks highest in a tie in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2015 Full Service Investor Satisfaction Study, Edward Jones announced today.

The study measures overall investor satisfaction with full-service investment firms based on seven factors: investment advisor, investment performance, account information, account offerings, commissions and fees, website and problem resolution.

"We believe that our strong performance is driven primarily by the relationship our financial advisors have established with clients," Edward Jones Managing Partner Jim Weddle said. "Our financial advisors strive to understand investors' needs and goals, focus on the long-term relationships, and create a partnership."

Edward Jones ranked highest in investor satisfaction by J.D. Power in 2012, 2010 and 2009, from 2005 through 2007, and in a tie in 2002, when the study began.

"Across our firm, everything we do is focused on serving our clients," Erik Karlson said. "Our success is built upon trusted relationships with clients that are the basis for offering them tailored guidance to help reach their long-term financial goals. We strive to deliver it all with exceptional service."

The 2015 Full Service Investor Satisfaction Study is based on responses from more than 5,300 investors who primarily invest with one of the 18 firms included in the study. The study was fielded from Jan. 5 through Feb. 3, 2015. For more information, visit

Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 14,000-plus financial advisors work directly with nearly 7 million clients. Edward Jones, which ranked No. 6 on FORTUNE magazine's 100 Best Companies to Work For in 2015, is headquartered in St. Louis. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones. The Edward Jones website is located at, and its recruiting website is Member SIPC.


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