Edward Jones in 2006: Confronting Success Harvard Case Solution & Analysis

When Jim Weddle took over as managing partner of Edward Jones in January 2006, the brokerage firm was in crisis. Distinctive strategy of the company has allowed it to grow out of his roots in small-town America to become the 4th largest broker in the U.S. Weddle was concerned that the success of the firm, and the changing landscape of the financial services industry were challenging the basic aspects of the strategy, which has led the company so far. He knew that the forthcoming strategic decisions will determine the Edward Jones could sustain its exceptional performance and achieve its goal of growing to 20,000 financial advisors in 2017. "Hide
by David J. Collis, Troy Smith Source: HBS Premier Case Collection 28 pages. Publication Date: March 1, 2007. Prod. #: 707497-PDF-ENG

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