Edward Jones Reviews

Edward Jones wasn't competitive when our investments were coming due so we wanted to move on with another company. Well they manage to throw full annual charges to release our monies which was a lot considering what we had made through EJ for the previous year! We started the process of closing our accounts in February but EJ charged us on each account the full annual fees! We are so glad to be leaving such a crappy company considering this is our retirement money! Watch fees if you are planning on doing anything with them!!! And believe, there are better companies to deal with than Edward Jones!!!

My mother passed last November and these people still have not delivered my inheritance. DO NOT USE THEM AS A FINANCIAL ADVISOR. Calling corporate didn't help. Games, games, games. Mr. ** is ignorant and egotistical. All about him.

Hello, Office staff are really good. We've had this account for more than two years now. We do see growth, but it's not quite as significant or speedy as we had hoped for or expected. We've increased our risk factor twice and the outcome has not changed. Also, the return goes up and down faster than expected. Just when you see an increase, down it goes. I suppose a better return than a money market account. But it would be nice to see a bigger return on our $440k. I'm not trying to sound greedy here, but it is slower growth than I expected. And we're not getting any younger, LOL. Best wishes, Tim.

Sooo I was looking to transfer funds between my personal bank and Edward Jones to borrow against my account as well as pay it back. Considering the new age technology...Transferring funds back and forth online is quite common but for this representative it was like a foreign language. I fully verified my account but got off the phone very disappointed!! It was like I was talking to a 3rd party of Edward Jones. This is not the customer service I would expect from a firm I have close to 200k in. So with that said I will be removing my account from Edward Jones!! Really?? How much worse could it be?

I invested my life savings, my retirement with Edward Jones. I gave Hershal ** specific instruction with what I did not want him to do with my money. He ignored me and lost over 130,000 of my money. After 5 years I am still 60000 down. I cannot withdraw my money because I will realize the loss plus 100000 in early withdrawal fees. I asked about early withdrawal fees he lied and told me there were none. I have been lied to and cheated. Please do not make the mistake of trusting Edward Jones.

I've had my 7 figure IRA with Edward Jones for years (because the area Schwab office closed), and am less than pleased. My Jones rep keeps less than standard hours, and even worse, is not standing by a Jones IRA distribution mistake. My Jan, 2025 distro was deposited in late Dec 24, making part of my 2024 tax year, not the 2025 year that it should have been. His office said the mistake was new software, and nothing they could do. They have a pervasive corporate attitude of "we don't care" and do not stand behind their own proven errant actions. Schwab was so much better.

I have nothing but great results working with my financial advisor. Lance and his staff always stays in touch with my wife and I on financial advice, including quarterly reviews. He doesn't tell me how to spend my money, but makes suggestions. Most of those suggestions tend to work out. His job is to help me make good investment choices as I enjoy retirement. Job well done!!!

If you are looking for an employer that will back you even when you lie & act unprofessionally then Edward Jones is the company for you! If you are looking for great customer service & to be treated fairly & professionally I highly recommend you go elsewhere. Our adviser let our money sit in cash for an entire year & never got it invested!

Edward Jones handed over ALL my accounts to the State of Michigan claiming it was "abandoned". It WAS NOT. Edward Jones FAILED to provide Prior Notice before remitting my accounts to Michigan. By law they must send notice and if the notice is sent back as "returned by post office" (RPO RULE) and other DUE diligence procedures, then they can remit accounts to the State. Edward Jones is claiming they sent the notice but the notice was ignored. We received NO notice of any kind ever!

I’ve seen many comments about Edward Jones being located in small towns and rural communities almost as if it were something negative. My wife and I are retired and we live in a small town in southern Illinois. After I retired and after researching many companies we selected Edward Jones. Our Edward Jones financial advisor who is also a lawyer understands the financial needs of people living in rural and small town communities. Over the last 15 years he has provided us with guidance and advice that increased our portfolio of stocks, bonds and mutual funds by over 300%.