Why We Built This Resource

Over the years, our team has worked with hundreds of Jones advisors as they explored life beyond the firm. We’ve seen the same story play out time and time again: advisors push back, convinced it’s safer to stay put — only to finally make the move and tell us the same thing afterward:

“I wish I had done this sooner.”

That repeating cycle is what inspired us to create Graduating Jones.

We know that evaluating your future at the firm can feel complicated, even intimidating. Information is limited, conversations feel risky, and the unknowns can pile up quickly. That’s why we built this resource: to give you a safe, confidential place to explore what’s really possible.

Who We Are

We are seasoned recruiters and industry veterans who’ve spent our careers helping financial advisors navigate transition decisions. We’ve sat across the table from wirehouse teams, independent advisors, and countless Jones advisors weighing their options.

What makes us different is perspective. We’ve seen every side of the conversation — the economics, the culture, the client experience — and we know what it looks like when an advisor successfully graduates.

What You’ll Find Here

• Clarity on the numbers — payout grids, transition packages, and economics broken down.

• Insights on the process — compliance, client retention, and practical steps others have taken.

• Real advisor experiences — lessons learned from hundreds of successful transitions.

• Resources you can use — guides, checklists, and tools built for Jones advisors.

Our Commitment

• Confidentiality first — Nothing you read here, and nothing you share with us, ever goes back to the firm.

• Education, not persuasion — This is about equipping you, not convincing you.

• Respect for your decision — Whether you choose to stay or to graduate, you should do it with confidence.