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.
CEO Dave Welling tells IN that the $72 billion mega-RIA has 'become the catalyst for employee ownership through M&A partnership.'
Financial advisor Stephen Davis shares the lessons he learned after leaving a national broker/dealer to set up his own shop in the first of a new InvestmentNews series in advance of Independence Day.
The "strategic divestiture" comes after years of legal challenges and speculation swirling around the analytics and data aggregation platform.
The $15.96 billion RIA is extending its footprint with a dentist-oriented Midwest practice and another Pacific Northwest team with an aerospace industry focus.
The firm expands its Tri-State presence with a veteran advisor group from New York, while LPL and Osaic also report smaller additions in Texas and the Hudson Valley.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.