Firm Transitions with Corey Walen

All Things I Experienced Leaving Edward Jones: Grew the Business, Better for my Clients, Flexibility to Build, More Support (022)

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This episode presents Clay Elliott, CFP®, AAMS®, CRPC®, Founder of Oak Capital Financial Advisors, to candidly share his experience transitioning from Edward Jones to independence, joining New Edge Advisors.


  • Clay spent more than six years at Edward Jones before exploring independence due to concerns over fiduciary standards and ownership of his business
  • What considerations went into his move and where/why he ultimately landed
  • Clay shares "the worry" about losing clients and community when transitioning
  • Today: Clay's gained flexibility, discretion over accounts, and the ability to be more comprehensive in his services which has led to an increase in business and AUM


    • --


    Contact & connect with me:

    Text or Call: ⁠⁠(908) 902 4903⁠⁠

    Meet: ⁠⁠⁠⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠⁠⁠⁠

    LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/corey-walen-22a76325/⁠⁠⁠⁠⁠⁠⁠⁠

    YouTube: ⁠⁠⁠⁠https://www.youtube.com/@CoreyWalen⁠⁠⁠⁠

    Website: ⁠⁠https://www.coreywalen.com⁠⁠

    Thanks for listening!

    Corey Walen, Managing Partner, Bridgemark Strategies

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