Edward Jones Advisor Transition Report 2026
Short answer: The UpTick Edward Jones Advisor Transition Report 2026 is a free, 10-page guide for Edward Jones financial advisors weighing a move. It covers 2025 departure data, where advisors go, the 2027 Class B partnership change, non-Protocol risk and a step-by-step move plan.
Inside the Edward Jones advisor transition report
- About 1,458 advisors left Edward Jones in 2025, up 35%, including 503 with 10+ years at the firm.
- Where former Edward Jones advisors go: the top destinations and models from 2021 to 2025.
- What the Class A to Class B partnership exchange, expected January 4, 2027, means for limited partners.
- How to plan a non-Protocol move around non-solicit agreements.
- The economics of a move: payout, transition packages and enterprise value.
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Questions this Edward Jones advisor transition report answers
- How many advisors are leaving Edward Jones, and who is leaving?
- Why are long-tenured Edward Jones advisors leaving in larger numbers?
- Which firms and business models are former Edward Jones advisors joining?
- What does the Class B partnership change mean if I stay or if I leave?
- How do non-solicit agreements and the lack of Broker Protocol affect my move?
- What transition packages are firms offering Edward Jones advisors now?
- How do payout and enterprise value compare across models over ten years?
- What does a clean, step-by-step exit from Edward Jones look like?
Our approach
This report is built from public, sourced data reported by ThinkAdvisor, InvestmentNews, American Banker, Financial Planning and Cerulli Associates research, as of November 12, 2026. It does not promote any single firm or business model. UpTick Consulting Partners is paid by receiving firms, so our consulting is at no cost to advisors.
Related: Leaving Edward Jones in 2026 · Going independent as a financial advisor · Advisor transition consulting
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About UpTick Consulting Partners: UpTick is a financial advisor recruiting firm and transition consultancy in Red Bank, New Jersey. UpTick is not an investment advisor and does not provide investment, tax or legal advice. 646.734.0334 · marc@uptickrecruiting.com · uptickrecruiting.com