Edward Jones Reviews

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About Edward Jones

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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

Helpful Reviews

Plano, TX
Verified purchase
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
Verified purchase
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.

Still have questions?

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
    Staff

    Reviewed May 14, 2026

    Unless you are investing 7 figures the Financial Managers don’t care. No experience managing staff so staff gets treated badly and fired at the drop of a hat. I took my money out. I do not recommend them at all!!!

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    PriceRefunds & PayoutsTransparency

    Reviewed May 7, 2026

    Avoid Edward Jones at all costs! I would not recommend Edward Jones to my worst enemy! As a successor co-trustee of a large account, I find them to be non-transparent, liars, filthy money grabbers and arrogant. While a whole team is getting paid to manage a trust, they pay me, as co-trustee, two hundred dollars a month and I'm doing most of the work. Please, I'm begging you, if you are reading this, AVOID THEM AT ALL COSTS!

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      Customer ServiceStaffHonesty & Transparency

      Reviewed May 5, 2026

      I have been with Edward Jones for approximately ten years, having joined after being referred by a customer who was employed there. My experience with Edward Jones has been disappointing. Over the years, my advisor was changed, and I was subsequently assigned to John Nelson in Anchorage. Unfortunately, I found John Nelson to be rude, short-tempered, and not very honest in his dealings. On a positive note, the receptionist, Brittany, has always been patient and pleasant to work with.

      One of my main concerns has been the continual addition of fees. The fees are high and have made it difficult for my investments to grow. Looking back, I regret keeping my account with Edward Jones for as long as I did. Based on my experience, I do not recommend Edward Jones. There are many other firms that offer lower fees and better service, and that will actually help your investments grow over time.

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      Punctuality & SpeedStaff

      Reviewed April 28, 2026

      Suddenly I have bad experience with the Edward Jones main office of Saint Louis, MO. I opened my account April 9, but because I had a one unexpected expense, so two weeks later I needed a larger amount of my own money. My financial advisor, who had left the company in the meantime, was unable to get the requested amount transferred to my bank account. The head office issued me a check, which was mailed without a tracking number!!!! I asked to receive the check as quickly as possible, but they did not fulfill this request, citing some kind of referral letter!! I have not received my own money to this day and this is outrageous!!! The company refers to all kinds of referral letters, which were not disclosed to me when opening the account! This is a very inappropriate service!

      This is my experience and this is true.

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      Staff

      Reviewed April 13, 2026

      I am extremely upset and disturbed by my experience with Christopher ** during what was supposed to be a professional financial advising meeting. Not only was his behavior unprofessional, but it crossed a serious line when he acted inappropriately toward my children who were present with me. This is completely unacceptable under any circumstances, especially from someone in a position of trust.

      I came seeking financial guidance, not to have my family subjected to uncomfortable and inappropriate conduct. His actions showed a clear lack of judgment, respect, and professionalism. I expect far better from someone representing themselves as a qualified advisor. This situation needs to be taken seriously and addressed immediately. No family should have to go through something like this while simply trying to access professional services.

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      Staff

      Reviewed Feb. 24, 2026

      The one time I wish there was a zero star option. One of the worst financial decisions I ever made was moving my portfolio to EJ. From horrible decisions made by my Advisor that I had to have reversed, to the returns I got from my investments. Pathetic at best. They just simply made money off of me.

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      StaffRates

      Reviewed Feb. 1, 2026

      My experience with Edward Jones has always been very good. My Financial Advisor Eric ** has always been very attentive and professional since coming on board. Reason for my 5* rating is that Eric ** has gone above and beyond to assist me with all my investments, especially now after a current major personal life change, is assisting with collaborating with my CPA to make my money last longer at lower taxes. I could not have handled this on my own.

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      Customer ServiceSales & MarketingOnline & AppRefunds & PayoutsStaffTransparency

      Reviewed Nov. 24, 2025

      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.

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      Customer ServiceSales & Marketing

      Reviewed Nov. 12, 2025

      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.

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      Customer ServiceCoveragePriceRefunds & PayoutsStaffBilling

      Reviewed Oct. 19, 2025

      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.

      Another preface, I had my entire portfolio analyzed and discovered I was being charged more fees than I needed at the time, hence finding another option that is not fee based. I appreciated Morgana ** heads up call and am sorry I couldn’t return her contacts. But I am thoroughly disappointed by the unprofessional liquidation of my entire account without contact as requested! Luckily, my new financial advisor is able to cover my HUGE tax bill with a bonus from my new investment company, but the fact remains that the behaviors over the past year from Brian ** after so many great ones were atrocious. Good luck if you go with this individual. He is fantastic with your financial needs, but be aware and be clear when you need to withdraw! I hope this is not the norm with 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