18191. Edward Jones in 2006: Confronting Success Harvard Case Study 9-707-497. This paper provides a Berkeley Research case study analysis and a case solution to a popular Harvard Business School strategic management case study (9-707-497) by David J. Collis andTroy Smith on the brokerage Edward Jones. The case focuses on Edward Jones’ need for strategic adjustment in the face of rapid growth and a challenging financial services environment. The case analysis includes problem statement, analysis, assessment of alternatives, recommendations and implementation plan. KEYWORDS: case studies edward jones financial services brokerage strategy formulation competitive advantage tradeoff analysis case solution. APA Style. 10 pages, 8 footnotes, 5 bibliographic sources.