Edward Jones Hosts Client Dinner

By Curtis D. Tucker, Enid Buzz | Thursday, May 5, 2016
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ENID, Okla. - This Tuesday evening close to 500 clients and friends of Edward Jones Co. were treated to dinner at Enid Convention Hall. Corey Clayton welcomed the crowd which filled the entire Grand Ballroom and spoke about the history of Edward Jones and their beginnings in Enid. Clayton introduced all of the local investment advisors and their families.
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In 1922 Edward Jones Sr. founded the Edward Jones Investment firm in a modest building in downtown St Louis.  The office consisted of a single room furnished with a desk, three chairs and a hat rack. In 1957 Ted Jones hired a broker to establish the first Edward Jones office outside of the St Louis metro region. A few years later in 1964 Enid, OK opened its first Edward Jones office to help serve NW Oklahoma making Enid, it is believed, the 66th broker in the firm.
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Edward Jones served the Enid area with one advisor until 1980 when a second advisor joined the Enid family. Over the past 52 years Edward Jones has continued to serve the people of the Enid area with same philosophy that the firm was founded on and that is why we have grown from one advisor in 1964 to 13 advisors serving Enid and the surrounding areas today.
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Guests were treated to a buffet style dinner complete with an assortment of delicious desserts. Following dinner a special guest speaker, Edward Jones Investment Strategist Kate Warne, spoke about today's investment strategies. Warne touched on investment topics such as economic growth, the economy in China, oil prices, interest rates and ended by pointing out investment opportunities.
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Warne took questions from the audience at the end of her speech. She is the firm’s investment strategist, primarily serving U.S investors. She interprets market conditions and recommends appropriate investment strategies to aid clients in reaching their long-term financial goals. Warne holds a doctorate in economics, specializing in finance and competitive strategy, from Yale University, a master of science from the London School of Economics and a bachelor’s degree with high honors from Swarthmore College.
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Warne has appeared on CBS, CNBC, CNN, BBC and Bloomberg and has been quoted regularly in such major publications as The Wall Street Journal, the New York Times, USA Today, the Financial Times, Forbes and Fortune. She was invited to participate in 2016 Outlook Panels for USA Today and Fortune.
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Edward Jones has seen national growth over the last 104 years and today has around 11,500 branches in the US and Canada with almost 14,000 advisors and more than 40,000 associates. Edward Jones has more branch offices than any other brokerage firm in the country.
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Visit Edward Jones online here. Find a local offices here.
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