Also serving the communities of De Luz, Rainbow, Camp Pendleton, Pala and Pauma

Articles written by Brian Schrock


Sorted by date  Results 1 - 2 of 2

  • Open enrollment choices can have big financial impact

    Brian Schrock, Edward Jones Financial Advisor|Updated Sep 23, 2020

    FALLBROOK – It’s that time of year again, where, if you work for a medium-to-large employer, you’ve got some decisions to make because it’s open enrollment time. Of course, depending on your situation, you may have been working remotely for a while, but, even so, you will likely have the opportunity to review your benefits package and make changes. And you’ll want to make the right moves, because your choices can have a big financial impact on your life. So, take a close look at these key areas of your benefits program: Healt... Full story

  • Edward Jones financial advisors rate the firm highest in overall employee advisor satisfaction, according to J.D. Power

    Brian Schrock, Edward Jones Financial Advisor|Updated Jul 30, 2020

    FALLBROOK – For the 11th time, financial-services firm Edward Jones ranks "Highest in Employee Advisor Satisfaction among Financial Investment Firms" by J.D. Power. Edward Jones financial advisors gave the highest satisfaction ratings in all the six study categories, with an overall score of 920 points out of 1,000. This compares to the employee average of 711. Edward Jones was among the seven employee channel firms captured in the J.D. Power 2020 U.S. Financial Advisor S... Full story