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.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
