Edward Jones ranks highest in investor satisfaction, Katherine Bailey comments

By Shannon Weidemann (McKone) on Monday, April 19th, 2021 in Eastern/Southeast Oregon News More Top Stories

BAKER CITY – (Release from Edward Jones) Financial services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study(SM), the firm announced.

The study measures overall investor satisfaction with 24 full-service investment firms based on seven factors including product offerings; problem resolution; convenience; digital experience; financial advisors; value; and trust.

The firm scored 770 in overall satisfaction, 38 points over the industry average. A deeper dive indicates that Edward Jones also scored highest in trust; convenience; and problem resolution

“We are incredibly honored to be named by investors as delivering the highest level of satisfaction, especially during a year of challenge and volatility,” said Edward Jones Managing Partner Penny Pennington. “We are constantly looking for ways to improve our service experience and deepen relationships as we live our purpose – improving the lives of our clients and colleagues and, together, benefiting our communities and society.”

“It’s the deep relationships we’re able to build with our clients that allow us to understand what matters most to each of them and then provide the advice and service that meets their goals,” added Edward Jones Financial Advisor Katherine Bailey of the local Baker City branch office. “This recognition is especially meaningful because it demonstrates that the appreciation for these relationships is mutual.”

Edward Jones has ranked highest in investor satisfaction by J.D. Power for several years – in 2019, 2015 (tied), 2012, 2010, 2009, 2007-2005, and in a tie in 2002, when the study began.

The 2021 U.S. Full Service Investor Satisfaction Study is based on responses from 4,392 investors who make some or all investment decisions with a financial advisor. The study was fielded from December 2020 through February 2021. For more information, visit jdpower.com/awards.

Bailey’s office is located at 2017 1st Street in Baker City, OR.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments offered to the location of branch offices, caters to individual investors. The firm’s 19,000-plus financial advisors serve more than 7 million clients with a total of $1.3 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.