Edward Jones' 2% increase in advisor headcount last year brought its total to 19,232. Its assets under care were up 17% to $1.9 trillion, helping to generate nearly $14 billion in revenue.

If you don’t take these withdrawals each year, you could be subject to penalties. These aren’t the only moves you can make, but they may prove helpful not only for 2024 but in the years to come.

Edward Jones' 10-Q report showed it finished the second quarter with $1.8 trillion in client assets under its care, a 14% increase compared to the end of the second quarter of 2022.