Local Financial Advisor Honored for Performanceposted on June 29, 2017
Randy Gershman, who has been an Edward Jones financial advisor in Marshfield since 1987, attended the Edward Jones Managing Partner’s Conference April 19 – 21 in San Antonio, TX. The prestigious annual event honors the top 400 of the firm’s more than 14,000 financial advisors.
The three-day meeting pools Edward Jones’ most successful financial advisors for a discussion with Jim Weddle, Edward Jones’ managing partner, on issues facing the firm and the financial services industry as a whole.
This is the 5th time Gershman has attended this event.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 15,000-plus financial advisors work directly with more than 7 million clients. Edward Jones, which ranked No. 5 on Fortune magazine’s 100 Best Companies to Work For in 2017, is headquartered in St. Louis. The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.