April 19, 2024

Local financial advisor honored for performance

Mark Allen, who has been an Edward Jones financial advisor in Newton since 2004, was recently invited to attend the Edward Jones Managing Partner’s Conference April 22-24 in Scottsdale, Ariz. The prestigious annual event honors the top 350 of the firm’s more than 14,000 financial advisors.

“This meeting allows our most successful financial advisors to network and enables them to learn about trends in the market and industry, and share new ideas on how to better serve investors. We discuss a multitude of topics, including how to provide an ideal client service experience,” Edward Jones Managing Partner Jim Weddle said.

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.