Lonski Qualifies For Recognition

Edward Jones financial advisor Nick Lonski recently qualified for the Edward Jones recognition conference, Pinnacle, which celebrates the contributions and achievements of the 205 top financial advisors (or 1%) from the firm’s more than 19,000.

Qualifiers met multiple criteria including the success of their branch and client feedback. The event is April 23-26 in Orlando, FL., and includes financial advisors from both the U.S. and Canada.

Pinnacle is reserved for those who have achieved the highest level of firm recognition. Attendees will have the opportunity to closely interact with firm leaders and one another, sharing ideas and feedback on how the firm can continue to grow its impact for its clients, colleagues and the communities it serves.

“I’m incredibly honored to be attending the firm’s Pinnacle conference, and I anticipate great things from the learning and networking opportunity it offers,” Lonski said. “There’s nothing like connecting one on one with some of the most talented people at Edward Jones who bring their experiences and best practices from all across North America. I’ll be looking for new ideas that I can carry back to my team and our clients.”

Achieving the level of success that qualifies for Pinnacle involves the collective effort of the entire branch team. In addition to the April conference for financial advisors, a conference specifically designed for the Pinnacle branches’ client support teams is scheduled for September 2024. The branch team members    are associate financial advisor Beth Verhasselt and BOAs Ashley Anvik, Ashley Volkman and Janelle Jensen.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 19,000 financial advisors serve more than 8 million clients with a total of $1.9 trillion in client assets under care at the end of December 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com.


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