Subscribe

Edward Jones welcomes back $167M advisor who began his career with the firm

The Seattle-based advisor will focus on retirement plans.

A financial advisor who began his career with Edward Jones in 2015 is returning to the firm to provide comprehensive retirement plan services for small and mid-sized companies in the Seattle area.

Jon Murdock previously managed $167 million in client assets and rejoins the firm after spending a year as director of retirement plan services at Hohimer Wealth Management.

Before he began his career in financial services, Murdock served in the U.S. Navy for almost 20 years and is a veteran of Operation Desert Storm and Operation Enduring Freedom/Operation Iraqi Freedom.

He holds accredited asset management specialist, chartered retirement planning counselor and chartered retirement plans specialist certifications.

“I’m thrilled to be returning to Edward Jones,” said Murdock. “With my focus on retirement plans, I am excited to continue my work with businesses. Edward Jones has expansive tools and resources available that will enable me to help plan sponsors and company employees work toward their retirement goals.”

Murdock will be joined in his practice by branch office administrator Teresa Otto and branch support assistant Kella Cragar.

He is not the only professional to return to Edward Jones recently. Julie Wise, a $300 million financial advisor who began her career as a branch office administrator at Edward Jones is returning to the firm in Winchester, Virginia after eight years with Wells Fargo Advisors.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Women may gain from wealth transfer, but it won’t solve the big issues

Penny Finance report highlights ongoing challenges in gender wealth gap.

US investment firms have seen 9% rise in financial impact of fraud

LexisNexis report highlights increased risk as digital channels expand.

IRS wants to streamline tax disputes with new focus on alternative programs

Alternative Dispute Resolution Program Management Office formed.

Carson Group welcomes new CFO to executive leadership team

Carson Group has hired Daniel Applegarth from Orion Advisor Solutions…

Retirement income from four sources is expected by half of future retirees

Advisors should help clients consider retirement surprises, survey suggests.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print