3.0
Jan 19, 2017
Current employee
San Francisco, CA
Recommend
CEO approval
Business Outlook
Pros
Great brand name with a wealth of clients, albeit quickly aging. Unparalleled technology and integrity. Exceptional brokerage platform for the self directed investor. Excellent preparation for career in financial services. Privately held by the benevolent Johnson family.
Cons
Very robotic, little room for personal expression. Template driven environment that frustrates top performers. Production pressure in insurance and managed money accounts. Proprietary offerings carry high fees and below average performance. Politics and finger pointing on the rise as competition erodes asset base. Product offering does not resonate well with sophisticated clientele.