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sunpiper 
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Joined: Feb/13/2023 Location: N. America Status: Offline Points: 125 |
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 Topic: IntroPosted: Feb/20/2023 at 10:07am |
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Hi everyone,
I'm new to the forum here and this is my first post. Ive spent a while lurking all the threads and have found some good value (and comedy!) out of a lot of the content here. Thank you to everyone that helps support this channel and I look forward to learning from you all. Here's a short background on myself: Im a rural EJ advisor in the midwest, roughly 11 months post can sell. I'm loving the process thus far, and look forward to learning from you all. Any help is appreciated. Thank you!
Edited by sunpiper - Feb/20/2023 at 5:04pm |
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missionshooter
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Posted: Feb/20/2023 at 10:15am |
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Happy to hear you are loving the process.
Just keep trusting the process and keep your head down. You'll be just fine.
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Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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WarPig
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Posted: Feb/20/2023 at 10:17am |
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Hi Sun. My Name is Troy Willie Monre Nelson. Please let me know if you need any help.
I know a thing or two about how to build a business at Jones.
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Nathan Explosion
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Trump Deep Throater Joined: Mar/08/2011 Status: Online Points: 43170 |
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Posted: Feb/20/2023 at 10:43am |
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oh boy......
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Posted: Feb/20/2023 at 10:55am |
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Welcome, Sun! I think you'll glean a lot of information from AH.
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RIArules
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Posted: Feb/20/2023 at 11:15am |
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You picked a fine time to join here Lucille!
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“We are all Antifa” - Hacksaw 9/12/2025
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luvindy
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Posted: Feb/20/2023 at 11:29am |
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Oh fuck yeah!
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8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time." Dow 13,090 S&P 1406 5/23/13 UC:Dow 20k before 20% crrectn Dow 15, |
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richchick
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Posted: Feb/20/2023 at 12:47pm |
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Welcome Sun. You've introduced yourself! If you keep in touch, prepare to be roasted and then loved.
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sunpiper
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Posted: Feb/20/2023 at 1:01pm |
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Roast away!
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Nathan Explosion
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Posted: Feb/20/2023 at 1:32pm |
what's your 40 time?
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missionshooter
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Posted: Feb/20/2023 at 1:33pm |
What is your "Go to Mutual Fund??" |
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Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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DucatiSportGT
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Posted: Feb/20/2023 at 2:21pm |
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Welcome. Good to have new blood!
What's your AUM? How's it going so far? How did you end up at Jones? Do you have an office? If so, do you have a picture of Ted on your wall? Lastly, what are your pronouns?
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Bring back Helado!
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BullishT
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Posted: Feb/20/2023 at 2:25pm |
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What quadrant on the political compass? The right answer is “Joseph Stalin”
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spudpotato
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Posted: Feb/20/2023 at 2:29pm |
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Hello! What’s your favorite actively managed mutual fund?
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sunpiper
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Joined: Feb/13/2023 Location: N. America Status: Offline Points: 125 |
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Posted: Feb/20/2023 at 4:31pm |
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I'm not sure which of these questions to actually take serious, so I'll address those I deem as most important
1: 40 time - I once drank 2 of them taped to my hands in 3 minutes in college, but I'm out of shape now so I am probably a 6 minute guy for one. 2: Pronouns - I preferred to be referred to as "The Man", and if you refuse you're violating my rights and practicing hate speech. 3: Political Quadrant - It's a spectrum, my views can't be placed into 1 "quadrant", how dare you.
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sunpiper
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Joined: Feb/13/2023 Location: N. America Status: Offline Points: 125 |
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Posted: Feb/20/2023 at 4:35pm |
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AUM: 25ish million - started with a 9.5 mill "pooled goodknight" around a year ago
So far it's going great, I've always wanted to be an advisor and am loving it. Love making new friends and helping people out every day. Ended up at Jones being recruited by an existing FA, I was in a different career prior. I am in a "legacy office", and yes there is a picture of Ted. Pronouns answered in prior post
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missionshooter
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Posted: Feb/20/2023 at 4:39pm |
Is Ted's horse in the picture as well?
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Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society.
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sunpiper
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Posted: Feb/20/2023 at 4:40pm |
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Thats tough, I don't know how to access the data but its my assumption that the MF I select at the highest frequency among its sector is either JPM Equity Income, or Victory Sycamore Established Value. This is not saying that I have the most assets in these, but given their respective sectors/weightings its my belief I choose to incorporate these funds at a higher frequency over their peers. Thats on the MF side of things, I use lots of ETF's as well.
Thanks for the question and have fun roasting!
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sunpiper
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Posted: Feb/20/2023 at 4:41pm |
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Yup horse and all
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DucatiSportGT
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Posted: Feb/20/2023 at 4:43pm |
Hold up. They gave you $10M with zero experience... and then you brought in $15M in your first 18 months on the job? What were you doing beforehand? How have you been finding clients?
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Bring back Helado!
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sunpiper wrote: