The Momentum Conference Recognizes High-Achieving Financial Advisors
Edward Jones Financial Advisor Brad Davis recently qualified for the Edward Jones recognition conference, Momentum, which celebrates the contributions and achievements of 406 of the most successful financial advisors from the firm’s more than 20,000.
The event will be held May 19-22 in Dallas, TX, and includes financial advisors from both the U.S. and Canada.
“This is a great honor to be recognized for the success of my practice and the experience my team and I deliver to our clients,” Davis said. “The opportunity to collaborate with the leaders of the firm and with other successful Edward Jones financial advisors in North America is an incredible resource for us to continue providing value for our clients.”
The Momentum conference recognizes high-achieving financial advisors who have embraced the momentum it takes to build and sustain a successful practice through leadership, service, advice and guidance. Attendees will be immersed in learning opportunities and a collaborative environment designed to propel them to even greater heights.
“At the heart of our firm’s purpose is making a positive difference for those around us. Financial advisors attending Momentum have put that purpose into action by helping clients find and fund the possibilities for their lives,” said Chuck Orban, an Edward Jones principal in Practice Management, responsible for the firm’s recognition events. “I look forward to the upcoming three days with this dynamic, motivated, service-oriented group of professionals.”
Davis’ office is at 1420 Neal St, Ste. 101 in Cookeville..
Edward Jones is a leading financial services firm serving clients across North America, with operations in the United States and Canada. It ranked No. 1 for advised investor satisfaction among 23 wealth management firms in the JD Power 2026 U.S. Investor Satisfaction Study*. More than 20,000 financial advisors serve over 9 million clients, with $2.4 trillion in client assets under care as of March 27, 2026. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society.
Through the dedication of the firm’s approximately 55,000 associates and our branch presence in 68% of U.S. counties and all Canadian provinces, Edward Jones is committed to helping improve the financial fulfillment for tens of millions of long-term investors across North America by providing comprehensive, personalized planning and professional advice. The Edward Jones website is edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.
*2026 JD Power U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking.
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