Edward Jones: Guest Speaker Analysis

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Over the past several weeks we have been given the opportunity of having several guest speakers present a variety of topics to our Investments class. The most recent speaker was Will Gungoll with Edward Jones. Like a couple of the other speakers, Will was born and raised in Oklahoma and found his passion for Edward Jones through an internship. During his sophomore and junior years of college Will had an internship with Bill Andrews from Edward Jones. He would go on to graduate from Oklahoma State University with a degree in Journalism. After graduation Will went to work for Edward Jones at a location in St. Louis for a year. When him and his family left St. Louis they moved to El Reno for three years before finally moving back to Enid for his current job opportunity with Edward Jones. Will discussed a few different things about Edward Jones one being the fact that they are not a publicly traded company and allow employees to buy into the company receive a partnership. He also talked how when you first start with EJ the pay you to study for the series 7 and 66 exams as…show more content…
I found it very interesting that Edward jones actually takes about 60% of the commission to study analytics, which is convenient for some on the investor that might not want to do that part of the work. Another part of Will’s presentation that I found interesting was the hand out on asset allocation. I found this interesting because it showed how they diversify your money along with the importance of diversifying your money throughout multiple different sectors to help minimize risk. Edward Jones also has a risk tolerance questionnaire that helps them determine how you might react to a large draw down in your
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