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Watch our webcast to see why two of our Financial Advisors made the move from Merrill Lynch and JPMorgan Chase. in Financial Advising. Read all of the emails carefully right when you start, and make note of ones that have things you're required to reply to or give you things to do a specific time, as some are from your manager. Training programs at Wells Fargo, Edward Jones and similar financial institutions prepare the trainee to take two exams that a brokerage or bank employee must pass in order to sell securities to retail clients. Financial Advising company Edward Jones is facing a lawsuit alleging it retaliated against an administrative employee for reporting discretionary trading and mishandling sensitive client information. Edward Jones and its independent affiliate in the United States, collectively, serve nearly 7 … Find Reviews and Recommendations for EDWARD JONES - FINANCIAL ADVISOR: T.J. DURA in SPRINGFIELD, IL. 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