Edward Jones Financial Advisor Nathan Welsh of Temecula recently received the firm’s Eagle Award for his “clear vision of both client and business goals” and the exclusive Spirit of Partnership Award for outstanding performance. Only 1,607 of the firm’s more than 16,000 financial advisors received the Eagle Award and only 1,152 financial advisors received the Spirit of Partnership Award.
Jim Weddle, the firm’s managing partner, calls Welsh a leader in the firm and an example of what a dedicated Edward Jones financial advisor can achieve.
“Nathan has demonstrated unyielding dedication and enthusiasm for his business of serving individual investors,” Weddle said. “Nathan has reached a benchmark in his career that deserves recognition, and the Spirit of Partnership Award provides that recognition. I am proud to call him an Edward Jones financial advisor.”
“When you work for a firm that is known for its outstanding service,” Welsh said, “it’s quite an honor to be singled out for your service record.”
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm’s 16,000−plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management.