EDWARD JONES

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EDWARD JONES

• Stephanie Barrett
• Devendra Patel
• Brian Lux

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Company Overview

• Founded by Edward D. Jones Sr. in 1922
• Headquartered in Saint. Louis, Missouri
• Six million clients in over 9,000 offices in the
  US, Canada, and the UK
• Targets retirees, pre-retirees, and small
  business owners
• Services include brokerage, investment banking,
  research, market making and trade execution,
  banking services, and online services.
• Investors held onto their mutual funds for an
  average of 20 years
• Purchased Boone National Savings and Loan
• No online trading services are provided

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Financial Profile
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Vision/Mission

• focused on one client, the long-term investor
• committed to a long-term philosophy that
  emphasizes quality and diversification
• Relationships are key, and in our view, meeting
  face to face builds strong relationships

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Porters Five Forces

• Substitutes
• Example Online trading
• Threat of New Entrants
• Example Start-up company
• Supplier Power
• Buyer Power
• Competitive
• A.G. Edwards, Linsco/Private Ledger, Raymond
  James

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SWOT
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EFE Matrix
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IFE Matrix
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TOWS Matrix
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CPM Matrix
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SPACE Matrix
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Grand Strategy Matrix
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QSPM Matrix
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Long-Term Objectives

• Target a younger white collar crowd
• Find a way to expand the commercial bank
• Recommendation and Justification

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Financial Impact

• Create a Portfolio for financing the purchase of
  100 to 150 million dollar commercial bank
• Assigning Customer Receivables
• Use Partnership Capital
• Some Cash on hand

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Summary

• Recommendations for Implementation
• Outsource advertising
• Purchase of the Commercial Bank

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Questions?