Financial Advisor Reviews

110 of 203 Companies
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Edward Jones

www.edwardjones.com HQ: Saint Louis, MO

A More Personal Approach to Success You know the financial services industry, but you may not know Edward Jones. We are a unique industry leader known for our more personal approach to business…Full Overview

An Edward Jones Financial Advisor Trainee (FACD) said:

“Great Training Program (FACD) for recent grads.”
“Get great real world experience of being a financial advisor. Pretty good pay. Get to actually work with clients on investments. They pay you to study at home for Series 7 & 66. Get to speak with…” –
789 Reviews

Overall Company Rating

3.4 Employees say it's “OK”

Overall CEO Rating

Edward Jones Managing Partner Jim Weddle

Jim Weddle
81% Approve

Merrill Lynch

www.ml.com HQ: New York, NY

Merrill Lynch – A Global Leader Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working…Full Overview

A Merrill Lynch Senior Financial Advisor, Assistant Vice President said:

“Merrill Lynch is a good company but you work your ass off to succeed”
“brand recognition, potential clients recognize the name and have faith in the brand” –
1,021 Reviews

Overall Company Rating

3.4 Employees say it's “OK”

Overall CEO Rating

Merrill Lynch President & CEO of Bank of America Brian T. Moynihan

Brian T. Moynihan
73% Approve

Ameriprise

www.ameriprise.com HQ: Minneapolis, MN NYSE: AMP

An Ameriprise Financial Advisor said:

“The independent side of Ameriprise (P2)”
“On the P2 platform, you can literally carve out your own piece of the pie. For example, if a client with $1,000,000 walks in the door and agree to invest those assets at 1%, you've just given…” –
468 Reviews

Overall Company Rating

3.1 Employees say it's “OK”

Overall CEO Rating

Ameriprise Chairman & CEO Jim Cracchiolo

Jim Cracchiolo
74% Approve

Morgan Stanley Smith Barney

www.morganstanleysmithbarney.com HQ: Purchase, NY

A Morgan Stanley Smith Barney Financial Advisor said:

“One of the better wire houses to begin your career”
“Pay for performance, flexible hours, independence” –
438 Reviews

Overall Company Rating

3.1 Employees say it's “OK”

Overall CEO Rating

Morgan Stanley Smith Barney President Greg Fleming

Greg Fleming
61% Approve

Morgan Stanley

www.morganstanley.com HQ: New York, NY NYSE: MS

A Morgan Stanley Financial Advisor (Client Advisory Center- Salary With Bonus) said:

“Stable, good pay, great work-life balance, becoming a telemarketing job”
“Positive corporate culture (gender equality initiatives, employee appreciation and performance-based incentives), great benefits (best medical benefits package I have ever seen, great employee…” –
1,410 Reviews

Overall Company Rating

3.4 Employees say it's “OK”

Overall CEO Rating

Morgan Stanley CEO James P. Gorman

James P. Gorman
77% Approve

Waddell & Reed

www.waddell.com HQ: Overland Park, KS NYSE: WDR

A Waddell & Reed Financial Advisor Assistant said:

“Intern for Financial Advisors”
“Employees were friendly and were willing to teach, allowed independent work, was given a flexible work schedule to balance out with classes.” –
135 Reviews

Overall Company Rating

3.0 Employees say it's “OK”

Overall CEO Rating

Waddell & Reed President, CEO, and Director Hank Herrmann

Hank Herrmann
74% Approve

J.P. Morgan

www.jpmorgan.com HQ: New York, NY NYSE: JPM

J.P. Morgan has been doing first-class business in a first-class way for more than 200 years. We have been a leading player in helping companies grow and markets develop throughout our history. We…Full Overview

A J.P. Morgan Financial Advisor said:

“great place to work”
“get to work with assets already with the company, have a great back office team. great benefits” –
3,565 Reviews

Overall Company Rating

3.3 Employees say it's “OK”

Overall CEO Rating

J.P. Morgan Chairman, President, and CEO Jamie Dimon

Jamie Dimon
82% Approve

AXA Advisors

www.axa-equitable.com HQ: New York, NY

What we stand for… We connect people in communities with financial services and products that help protect the futures they build for themselves and their families. At AXA Advisors, we work hard to…Full Overview

An AXA Advisors Financial Advisor Intern said:

“Great experience and helpful people - working with Elisha Weiss at AXA Advisors”
“Good and supportive environment to work and helpful people. You can learn how real financial advisors work at AXA (I've been working for Eli Weiss and Barry Rindenow) that will help you establish…” –
237 Reviews

Overall Company Rating

2.9 Employees say it's “OK”

Overall CEO Rating

AXA Advisors Chairman and CEO Henri de Castries

Henri de Castries
79% Approve

Wells Fargo Advisors

wellsfargoadvisors.com

A Wells Fargo Advisors Financial Advisor Trainee said:

“A very Compliance driven environment that assumes you are guilty of trying to swindle clients”
“Good people and management.” –
255 Reviews

Overall Company Rating

3.2 Employees say it's “OK”

Overall CEO Rating

Wells Fargo Advisors President & CEO Daniel J. (Danny) Ludeman

Daniel J. (Danny) Ludeman
73% Approve

UBS

www.ubs.com HQ: Zurich, Switzerland NYSE: UBS

An UBS New Financial Advisor said:

“New Financial Advisor/Back to School”
“The compensation for a new financial advisor (trainee) is good. You basically get paid a salary to study. The health benefits are amazing, as well as the ability to manage your own investments. The…” –
1,228 Reviews

Overall Company Rating

3.3 Employees say it's “OK”

Overall CEO Rating

UBS CEO Sergio P. Ermotti

Sergio P. Ermotti
75% Approve

Glassdoor is your free inside look at Financial Advisor company reviews and ratings - including employee satisfaction and CEO approval rating. All 1,621 company reviews posted anonymously by employees.