Julia Gaul, an Edward Jones financial adviser in Centralia, recently received the firm's Spirit of Partnership Award for outstanding performance during 2022, according to a news release.
She was one of only 1,085 financial advisers in the firm to receive the award.
"At Edward Jones, we work in partnership with our clients, helping them explore their possibilities and build a financial path toward their best lives," Gaul said in the release. "I am honored that clients have entrusted me with their relationships and their financial well-being, and I am humbled to receive this award."
Gaul was presented with the award at their Edward Jones regional meeting in Renton.
Gaul also recently received the firm's exclusive Ted Jones Prospecting Award, which recognizes financial advisers who achieve high levels of success early in their careers. She was one of only 857 financial advisers to receive the award.
The award is named after Ted Jones, the son of the firm's founder, who became the firm's 18th financial adviser in 1948 and served as managing partner from 1960 to 1980. Ted Jones saw the opportunity to serve individual investors in communities and conceived the idea for a network of small branch offices based in local communities, according to a news release. Today, there are more than 15,000 branch offices in North America.
"It's truly an honor to be recognized for the work that I do with clients, work that inspires me because it makes a difference in their lives," Gaul said in a release. "And it's a special honor to receive an award named after a firm legend such as Ted Jones who set the standard for working in partnership as a firm value, a value that continues to guide our work today."
The Edward Jones branch-office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisers to identify what matters most to each individual client and create personalized strategies, with the goal of developing long-lasting relationships to help keep them on track toward their goals, the firm stated in a news release.
The firm's nearly 19,000 financial advisers serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023.
