Today we’re talking to Kevin Adams, Head of Business Solutions Development at Edward Jones. We discuss Kevin’s journey from a construction site accident to an esteemed technology leader; the challenges of modernizing a 100-year-old company; and why the key to your dissatisfaction is often patience.

All of this right here, right now, on the Modern CTO Podcast! 

For more about Edward Jones, check out their website: https://www.edwardjones.com/us-en

Produced by ProSeries Media.

About Kevin Adams:

Kevin Adams joined Edward Jones in January 2021 as a Principal in the Digital division, leading the Business Solutions Development group. He and his team spearheaded the software design and engineering of the Branch, Client, Operations, and Investment Management systems. In 2023, Kevin took over responsibility for the firm’s Enterprise Infrastructure & Architecture group in the Digital division. This group is responsible for the firms technology infrastructure and architectural strategy. Kevin has 27 years of experience in the financial services industry. Prior to joining Edward Jones, Kevin was Head of Wealth Management Technology at Raymond James, where he was responsible for all Advisor, Client, and Investment technology. He has also held senior leadership roles in technology at UBS, Franklin Templeton and Merrill Lynch. Kevin has served as an advisor to several FinTech firms, VCs and Industry Forums. 

About Edward Jones:

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. 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 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.