NORTH ADAMS, Mass. — Rob Adams, an Edward Jones financial advisor in North Adams, accepted an invitation to become a limited partner, while Patricia Kolis, a senior branch office administrator, accepted an invitation to increase her holdings in The Jones Financial Companies, L.L.L.P., the holding company for the St. Louis-based financial services firm.
"I am honored to be invited to become a limited partner in the firm," said Adams. "I value working at a firm with such a strong sense of purpose -- to make a positive difference for our clients, colleagues and community."
"I couldn't agree more," Kolis said. "I've always enjoyed my job and the Edward Jones culture that promotes personal relationships, teamwork and doing what's right for our clients. So, being an owner in this firm is really exciting."
Adams joined Edward Jones in 2016 and has served investors in North Adams and surrounding area for the past 7 years.
Kolis joined Edward Jones in 2011.
Edward Jones currently employs 50,000 associates throughout the United States and through its affiliate in Canada. This is the firm's 18th limited partnership offering in its 100-year history.
The Jones Financial Companies, L.L.L.P. was created in 1987 to enable the firm to expand into new business areas while allowing it to remain a partnership. The Jones Financial Companies, L.L.L.P. owns Edward D. Jones & Companies, L.L.L.P., which operates under the trade name Edward Jones, as well as other affiliates including the Edward Jones Trust Company, Olive Street Investment Advisors, LLC, Edward Jones SBL, LLC, and an international financial services subsidiary in Canada, Edward Jones (an Ontario limited partnership).
The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.6 trillion in client assets under care in 2022.
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