Edward Jones Reviews

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About Edward Jones

This profile has not been claimed by the company. See reviews below to learn more or submit your own review.

Edward Jones is a wealth management and advisory company that offers a variety of investment accounts and services. With Edward Jones, you have access to in-person financial planning with a professional advisor and some basic online account management tools. Just compare its fees and commissions to the competition to be sure you’re not overpaying.

Pros
  • Access to banking features
  • Investment services
  • Personalized, in-person advice
Cons
  • No brokerage account monitoring
  • Commission and trading fees

Featured Reviews

Plano, TX
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My financial advisor is very detailed and keeps an eye out for my portfolio. He has annual meeting with me, and keeps me abreast of the market tribulations. … He is approachable …...

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Hastings, Minnesota
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We love our financial advisor through Edward Jones. He has been so awesome through everything. My husband retired in November 2019, and our financial advisor has been so helpful. ...

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What is Edward Jones?

Edward Jones is a traditional wealth management company with financial advisors across the country. The company provides comprehensive investment services, including:

  • Retirement accounts, such as traditional IRAs, Roth IRAs, Roth conversions and 401(k) rollovers
  • Education savings, such as 529 plans, custodial accounts, Coverdell education savings accounts and zero-coupon bonds
  • Investments, such as stocks, bonds, mutual funds investments, ETFs, CDs and unit investment trusts
  • Insurance products and annuities, such as life insurance, long-term disability insurance and long-term care insurance
  • Cash and credit accounts and services, such as money market funds, credit cards, loans, savings accounts, bill pay services and check writing

Edward Jones also offers financial planning for business owners and self-employed individuals who want to save for retirement or need assistance with cash management.

What does Edward Jones do?

Edward Jones partners clients with financial advisors who guide investment decisions and assist with formulating wealth management plans. Edward Jones works with you to develop an investment portfolio based on your individual needs, financial goals, time horizon and risk tolerance. The company selects and recommends investments based on its analysis of publicly traded stocks, bonds and mutual funds by track record, debts, cash flow, credit risk, people, process and geography.

With a traditional brokerage account, you take on the role of building and managing your portfolio with expert advice from a personal financial advisor. You pay a commission fee for buying and selling certain investments.

You can also choose an advisory solutions account to allow Edward Jones to take care of day-to-day portfolio management. The program fee for the advisory solutions account includes financial advisor services; trading costs; performance reporting; the evaluation and selection of investments; and other personalized services. Edward Jones also offers a comprehensive client consultation group that works with your CPA and attorney to address your situation and align strategies.

Edward Jones fees

Edward Jones charges differently depending on what services you use:

  • It charges a commission on trades up to 2.5% of the principal amount or a minimum of $50 per trade. Most trades also incur a $4.95 transaction fee.
  • Sales charges ranging from 2.25% to 5.75% apply to mutual funds, 529 plans, variable annuities and fixed-income mutual funds.
  • Its advisory solutions program fee begins at 1.35% of your total investment, but the portfolio strategy fee is 0.09%.

Edward Jones FAQ

Where is Edward Jones available?

Edward Jones is available throughout the U.S. Not all services are available in all areas, though. Visit its website to find an office location near you.

Does Edward Jones have in-person services?

Edward Jones specializes in in-person financial advising and wealth management services. Visit a local branch to meet with an Edward Jones financial advisor.

Can I sign up for Edward Jones online?

Yes, you can meet with a financial advisor via web conference or in person to sign up. Online account management tools are available too.

What kinds of investments does Edward Jones deal with?

Edward Jones deals with stocks, bonds, mutual funds, annuities, college savings, retirement accounts, ETFs, CDs, unit investment trusts and fixed-income investments. The company also handles trusts and estate planning.

Is Edward Jones good?

While Edward Jones fees are higher than those from many robo-advisors, clients enjoy the benefits of having a dedicated financial advisor working with them on the details of their investments and managing their finances with the bigger picture in mind. Banking features such as online bill pay, check writing and personal lines of credit allow you to manage finances conveniently. For customers who want a personalized, in-person approach to wealth management, Edward Jones offers one-on-one financial advising at its local branches.

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Edward Jones Reviews

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    Page 1 Reviews 0 - 10

    Reviewed July 10, 2025

    We have been with Mike ** at Edward Jones (EJ) in Lawrenceville for 25 years. We decided to move to Fischer Investments (FI) because of all the FEES that EJ has been charging us. We also and not making hardly any gains in our EJ account. ** has contacted EJ - NUMEROUS times to transfer our account and they are DRAGGING THEIR FEET. It has been over a MONTH and they will not transfer our accounts. They are also incurring a LOT of additional "Fees" (over $1,000) on our account and will not say why. We are hiring an attorney and will be making a formal complaint to the Federal Trade Commission (FTC). STAY AWAY FROM EDWARD JONES.

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    Price

    Reviewed June 26, 2025

    I was told that I would receive 3% interest if I invested for 3 years at the end of the time, I lost $9000 dollars, I was deceived I would never invest with this company. Trust is something needed I would not trust Edward Jones, if I would left the money in the bank I would have made 2000 dollars. I invested 43000 minus the $3000 dollars I was sent as a required IRA distribution. When I closed the account 6/18/2025 I got 31000.

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      Customer ServiceStaff

      Reviewed June 10, 2025

      My mother-in-law passed away October 2024, she had used EJ in Bremerton Washington. There’s an advisor named Matt there that calls incessantly. He will not leave my husband alone. I don’t know his last name, but he’s a snake. I don’t trust him but my husband leans on his every word. I don’t like the guy. I’ll never like him. When I told him flat out I didn’t trust him and my son said the same thing, snarky, sneaky dude got lippy with me and basically called my very successful son a liar, I’d had enough. The guy is bad news .

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      Customer ServiceStaff

      Reviewed May 1, 2025

      Very upset and disappointed. I had been a client of Edward Jones better part of 25 years, the Financial Advisor had taken care of my Dad and Mom, me and my sisters and I also got my (now) wife started with her IRA back in 2016 but hardship happened, my wife got disabled and had to sell her business and fought 2 years to finally get in Social Security disability so I had to dip into my retirement at Edward Jones. My Dad and Mom have long passed and since there wasn't much left in the accounts since I had to keep my family afloat, I got a letter from my Advisor stating that he had taken in another Advisor and that our accounts will be handled by him.

      I was dumbfounded, I called and complained and wanted to speak with my original advisor, but he was on vacation but his Admin for whom I have known just as long told me to give the new guy a chance and that he will be in the same office as Jared and so forth. My Wife got some $$$ and asked the new guy to purchase some stock, he didn't and put it in one of her funds. His excuse was that he wasn't familiar with the stock but after some research he said it was a good stock, but the monies was already tied up in other funds.

      We also found out that the new advisor moved to his own location out of the office where my original advisor was. That was the last straw. My wife and I went to Charles Schwab and opened accounts there and low and behold, they handled all the account transfers and reimbursed the transfer fees that Edward Jones charged me. Now my wife and I have the delight of researching and purchasing Stocks and Funds fee free. STAY AWAY FROM EDWARD JONES.

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      PriceStaff

      Reviewed April 16, 2025

      Worse experience I have ever had with a financial advisor. People need to understand how EJ works. You are charged fees for third party trading - stuck in mutual funds which you are paying huge fees for. DO NOT DO BUSINESS WITH EJ! There are so many other financial / brokerage firms that charge WAY less fees - if any. Do your homework before making your decision. I made a huge mistake and I wished I would have gotten out way earlier!

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      Reviewed March 14, 2025

      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!!!

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      Customer ServiceStaff

      Reviewed March 5, 2025

      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.

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      Punctuality & SpeedStaff

      Reviewed Feb. 13, 2025

      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.

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      Customer Service

      Reviewed Feb. 6, 2025

      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?

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      Reviewed Jan. 29, 2025

      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.

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      Edward Jones Company Information

      Company Name:
      Edward Jones
      Year Founded:
      1922
      Address:
      12555 Manchester Road
      City:
      St. Louis
      State/Province:
      MO
      Postal Code:
      63131
      Website:
      www.edwardjones.com