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.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management