Edward Jones Reviews

Edward Jones became harder and harder for me to work with. I am certain that it is because I have a relatively small retirement account and I don’t matter. First of all my debit card was hacked and they did not help me or refund my amount despite that I had called them right away and followed the steps. They blamed me for traveling and were only available for me during the hours I was working (I am a recruiter and work on my phone). I ended up just losing over $600 because there were so many roadblocks I just gave up. Then just the other day, after almost 10 years they moved me to a rookie up in Minneapolis, with only a message in the app. No call, no explanation, just moved me without a call or any personal communication.

Wish I would have saw the reviews before attempting to do business on 10/27/2025. We were given and account number and here it is 11/12/2025 and it is still not activated. Called the local branch several times to follow up on information given them to verify address. They point the finger at headquarters. Three times I was told it would be checked on and I would receive a call back. UHH NO!!!! When you call their headquarters, you get a sales pitch on how KEY THE RELATIONSHIP IS WITH YOUR LOCAL BRANCH and they do not wish to get involved. DAAHH the branch is the PROBLEM.

We appreciate the full service and personal relationship with our broker. Our broker has been helpful in moving assets from other accounts into our Edward Jones account; that would have been difficult to do on our own. Also, with one phone call we have been able to (1) change from dividends paid to dividends reinvested (or vice-versa), (2) set up automatic transfers into our bank account, and (3) place automatic buy orders (i.e., buy shares when a stock hits a certain price), as well as stop-loss orders.

After more than 16 years with Edward Jones, my financial advisor, Brian **, liquidated all of my portfolio without returning my call or letting me know its tax implications as I called his office and asked after his associate called from her conference e in California. I should preface this with the fact that I found another avenue for financial retirement needs and was hoping to discuss this with Edward Jones. I was unable to accept his associate's call or return it due to the fact that I was attending a family member's cancer surgery for a week. Instead, the Monday upon my return, I called and she, Morgana, was still away so I left a message for Brian about my taxes.

I was a professional in the Financial industry for over 20 years, most recently a Principal for one of the largest public sector retirement plans in the country. I am well-versed in retirement plans. I have heard of some horror stories over the years and now I am unfortunately going through one with Edward Jones myself. I am effort to help my in-laws. My Mother-in-law passed away a year ago and we have not been able to get them to payout hers and my Father-In-law's RMD’s for 2024. We are now almost into 2026. Every time we go in there they act as if they are going to pay them out and then we don’t receive a check so we go back in and get another excuse or we are told that something else needs to be completed. We have given them her death certificate at least 3 times with the initial time being within the month following her death.

I was told by my tax man to start SEP account for my retirement. What a mistake!! After 25 years I lost 35%. They invested me in to low yield markets. It's my fault for trusting anyone with my money. Someone made money!! Wasn't me!

The worst investment I ever made. When I tried moving my money to another advisor outside of Edward Jones, it still has not occurred in 3 months, despite numerous calls and follow ups. Simpson in Brantford is a nightmare to deal with, and Edward Jones' head office is non responsive.

I have had an Edward Jones MasterCard since 2003. I had my electric bill set up on a monthly payment and when I went out of town, I found my card to be locked because it was showing my electric bill to be a fraudulent charge, even though it’s paid it over the last year. I spent over an hour on the phone and they bypass the lock to allowed me to pay the charge. The next morning, I took my wife out to eat and my card was locked again. I had to pay my hotel bill in order to have my card unlocked because it was showing that the bill was a fraudulent charge.

I have been with EJ for over 22 years. Up until 2017 their fees were seemingly in line with other companies and also reasonable in their pricing. In 2017 they implemented several programs that you were forced into and instead of annual fees-these programs became monthly fees and were far beyond unreasonable. I had two accounts for me and two for my spouse. Each account showed the same pattern of fees consuming up to 60% of my monthly growth (month to month). In spite of this, their website showed gains of 12-14%. The gains or the fees were not reconcilable in their plethora of statements you get.

My sister passed away the end of May and I was the beneficiary to her investments. I contacted Edward Jones the end of July. Set up an appt with the advisor. August 4th I signed documents and they said they would mail a check. Fast forward to August 18th. Still haven’t received anything so I contacted them again. They said I needed to sign another document then they would send the check. Today is September 1st….Still nothing. I feel like they’re hoping I’m going to forget or something. This is pretty ridiculous and something I shouldn’t have to deal with after losing my sister.