Date of Graduation

5-2023

Document Type

Thesis

Degree Name

Bachelor of Science in Business Administration

Department

Economics

Advisor/Mentor

McGee Peter

Abstract

When looking to trust a company to protect and grow your assets. It is important to do your research. This paper will cover my time as an intern at Edward Jones as well as a comparative analysis of Edward Jones and its largest competitors. I will include the professional development I underwent and the project I began to streamline the Cost Detail Reconciliation. I will conclude with the comparative analysis of Edward Jones to large robo-advising firms such as Betterment and SoFi as well as human-advising firms such as Wells Fargo and Charles Schwab.

Keywords

Edward Jones, Economics, Internship, Operations

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