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 leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
