Edward Jones

Ian has been handling our financial planning for over 15 years and has been a great asset to our family in advising us on everything we needed to plan for our children's college savings, planning our for our short term financial needs as well as the long term. He has given us excellent advise over the years and we have seen great gains when the economy boomed and he also sheltered our investments very well when the economy suffered. I cannot express our gratitude to Ian for all that he has done for our family over the year. He is an excellent advisor and gives great advise for whatever your short or long term goals. He is personable, down to earth and explains the markets in a way that is easy to understand. You will be very happy with the services from him as well as his excellent staff.

Fees, fees, fees. Never seen so many. Advisor kept claiming my gains made them worth it and took credit for those gains. No, the gains came solely from my stock choices. I was forced into mediocre American funds because they pay E. Jones to put their clients into them. I never knew this until doing my homework. Every time I asked about other funds I was told I would have to pay MORE!!! Over time it became clear that the financial advisor's advice to me was determined by how much $$$ she could make off of those choices and not what was best for me. A very sad state of affairs. I should have moved over to Schwab years ago. Now that the transfer is going through this advisor can't be bothered to give me the time of day. Schwab is SO much better. They have advisors there 24/7 and they are not commission driven. Wish I'd moved years ago.

I had my money with Edward Jones for 10 years and saw absolutely no growth. I did some research and found out that they get paid by companies to put client’s investments in their mutual funds and stocks. They also take money from the clients. This is so obviously a conflict of interest and they actually had to pay a 75 million dollar fine because of this. This is why they do not have your best interest at heart. Only theirs and the companies. I demanded that they put my money in a certain stock they and outright refused to, so I pulled all my money out. They get paid by commission only and are nothing but glorified salesman and are not required to have any financial background. Beware of investing with Edward jones because they are not required to give the best financial advise for you, only for them and the company. Everyone wise up and pull your money from them as soon as you can because it is a Ponzi scheme. Do your due diligence and research this, don’t just take my word for it like they expect you to do.

A few days ago I met with a financial advisor with this company, who had an office in Murfreesboro, TN. I was impressed with the meeting and I made plans to move a substantial amount of stock to the company. When I arrived home I had an email trying to get me to sign up for online services. I did what most people don't do: I read the "agreement" that became binding if I used the online service. Down about paragraph 18 there was an indemnity agreement whereby the client agreed to indemnify Edward Jones, its provider, and all of its third parties. I did not use the online service and I notified the advisor that I would not use it because of the indemnity agreement. Later the advisor sent me an email stating that Edward Jones could not help me. Beware of this company!!

Edwards Jones is a big company who stole our money by freezing our account. Corporate office will not talk to us. When we called in to corporate, they just ask if we are speaking with our rep. We don't want to speak to our rep because he doesn't have the answers. To this day we have not received one letter on why our account is frozen. They continue to charge us fees on the frozen account. They basically stole our money. Now we have to hire expensive attorneys to try and get our money back. I am warning everyone not to do business with this company. All is great until it's not. Good luck!

She has been with us for many years. Our portfolio has increased well and we are able to use some of that to pay property tax. She make all the adjustments and they have been on target. Well done. We even moved to another state and kept her service.

Our advisor got us to retirement and now is helping us enjoy our retirement. He is also making sure our grandsons will have money for college or to start a business. We did not, nor do we now have a lot of money, but it did not matter to him the amount of the initial investment. I cannot say that about all the advisors we have had.

They froze my mother's account which was being paying her medical bills due to a difference in date in which I had the POA and her diagnoses. I now have to spend $10,000 on a guardianship. I will never do business with this company again. Plus their fees are super high and you have to always go through your rep for everything. I recommend to everyone to manage their own money through Fidelity or some other firm.

Using Edward Jones has been a big disappointment. There are many fees...some of which are hidden and they have become a big irritation. They also lack any semblance of technology on their platform. There are very few portfolio tracking tools and no charting software to view historical prices. Beyond these 2 issues they make it really difficult to have any relationship with your money. They keep you at a distance and force you to go through your money manager to make even the smallest of decisions, and for which you will be billed...If you want a completely hands off approach then that might work for you, but Edward Jones money managers will not share with you their performance statistics which makes it difficult to have confidence in the decision to entrust them with your capital.

My inherited account was transferred from Idaho to Limerick, Pa. in 2011. Our Edward Jones advisor then, was Gordon P.— who was kind, professional, and knowledgeable. His secretary was Bonnie **. Gordon left Edward Jones shortly after, Bonnie went to “Edward Jones Financial School” to become an advisor. She relocated to Gilbertsville, Pa.

My mother passed away and had a DOA with EJ for her investments. 10 weeks to settle a simple DOA??? That was ludicrous enough.... So I call the EJ customer help line and ask "I will be closing this account, are there any funds that cannot be transferred "in-kind" to my other account?". As a matter of fact I asked TWICE to verify. "Oh no sir, these funds all look fine, shouldn't be any problem transferring these "in-kind". Lo and behold, all but two transfer. Most likely they will charge me another $95 for this Cock-Up as well. Sheer incompetence from the beginning. It's a Darn good thing I didn't transfer the other 6 figures I had pending into EJ. They would have screwed that up as well.

I've read mixed reviews regarding Edward Jones. What I've gleaned from them is the service can vary greatly from one location/advisor to another. My advisor does a stellar job in looking out for my best interest. His office manager does a fantastic job as well. In regards to the "Guided Solutions" accounts- I have one that is, one that isn't. The jury is still out on whether the Guided Solutions account out-performs the other account by enough to justify the greater fees assessed. One year out of the last three it did not appear that my count was reflecting the huge run-up in the markets. However, my account is up nearly 25% in the last 12 month period to date so feel good about that. Just a bit concerned with a correction. As with others, your account is not FDIC insured like a savings account.

Left Edward Jones 5-6 years ago feeling the advisor then was not experienced enough. Moved my over 1/2 mill account to other institutions. This time I thought I found a good advisor. No complaints against the advisor, but everytime I ask for any in and out or account opening, maintenance, or closing fee. I was clearly told by assistant Cindy that no fee for closing the account. Account transactions did not show either, except, upon inquiring why they did not transfer $135, she afterwards tell me the transfer and closing fee which was undisclosed to me and by far highest compare to other institutions. I have consolidated many 401k and IRA account in last 2 years and maximum I had to pay sometimes was $50 by John Hancock, or Empower retirement.

I've been working with the same advisor since 2010, so one of the things I like about EJ and my situation is the stability of advisors. My guy has been very accessible, and willing to come to me or to have me come to him (or to do video during the pandemic). I feel he does have my best interests at heart, and helps me set up accounts and determine funds to participate in to maximize my benefits as I near retirement.

I have my funds managed by Kelly ** with Edward Jones. From our first visit, she personally reviewed my assets, my goals, risk factors, and various important things before presenting her investment strategy. She listened carefully to me and my concerns. After that she was able to devise a plan to help me grow my money. Kelly and her team have been diligent in keeping me informed about the market and checking in with me to make sure I was satisfied with her performance. I receive weekly emails informing me about the market, seminars, webinars, and various informational meetings she was conducting for her clients.

My Edward Jones Advisor and his staff are responsive, professional and courteous. We are kept informed in good times and in bad. I feel confident that he always has our best interests at heart. He is an experienced expert and a kind and caring individual. All questions are answered completely regardless of how inconsequential they may be. I would recommend him highly to anyone looking for professional financial advice.

My current advisor took over from a long-time trusted local Edward Jones financial advisor. Tom ** is younger, and I'm older now (78). I can imagine that age gap being an issue for some. But I must say, Tom and his staff have made me comfortable. They frequently reach out, are very personable, and tho we don't get together in person (because of Covid), I've come to feel I know and trust them.

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 and does educational seminars. He is approachable whenever one needs to speak with him, and his assistant also is perfect! They treat me with a lot of respect even though my portfolio is very miniscule.

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. I deal with anxiety and depression, and our advisor has helped me through all of it. He tells me not to worry continuously. He's been totally awesome!

A good solid company with some very capable and knowledgeable people. Very little pressure but give many different choices for various products. Never rush you into buying but give very helpful advice. Very friendly and polite. They always get back to you as soon as possible.

I have been with Edward Jones for almost twenty years. My financial advisor is honest and pays attention to my portfolio. He always gives excellent advice. I've recommended many friends and family and they're always happy with him. This is a company that has earned my trust.

I retired in 2010, so I have seen upside and downs in the market, but E.J. has doubled my money in 10 years. They have scheduled yearly reviews and yearly rebalancing of my portfolio. They are even available for unscheduled meetings and teleconferences when needed.

I've worked with two different EJ agents, one for almost 20 years, the other only for a short time. Both are very personable, knowledgeable, and trustworthy. I'd strongly recommend both of them to anyone seeking assistance with planning for the future.

All my advisor wanted is my money, once he got it I never heard from him. So I moved my money then he calls me. Too bad, too late. I went with another advisor that calls me and we talk about the market and takes time to hear what I have to say.

Local office all employs are very personable and helpful. They treat a person like it was their own money being invested. They also help with other little things if you are in need like a copy of a form.

I have had dealings with Edward Jones, using 3 different financial advisors in 3 different cities, over the past 25 years. The advice I have got goes beyond my investments. My advisors have helped me make informed decisions that have had positive implications for my financial security. My advisors have also been responsive to input from me, supported my wishes not to invest in certain sectors or industries. I have struck up good personal relationships with all my advisors. Only once have I wished I had been more forceful in my desire to reduce my holdings in a particular area. This is far outweighed by the good advice I have received. I don't begrudge the fees I have paid for their service. Good value for money!

I have a great financial advisor. I have my MBA and other post graduate education. When I contacted Kate ** to discuss my Sister's account, I was treated rudely and Kate was very condescending. My sister was on her death bed and as the Executor of her Will, there was information that I needed in order to carry out my dying sister's wishes. Kate insulted me by asking if I knew what "superseded" meant. I have only written Contracts, negotiated Contracts, Software Licensing agreements for 30+ years, so yes I knew what "superseded" meant. She would not allow me to talk, but continuously talked over me.

Stupidly I went to use a financial adviser to see if I can retire. They now have over 22000 of my money. Because of the virus and all I should help with (and all bills to pay) I asked for my money back.... Nope. They keep saying oh TAX TAX TAX and keep saying no won't give me my money because of tax. So, what the hell? I cannot pay my tax AND not pay my mortgage or help my daughter who has is unemployed. So yeah I guess I'll end up living on the road not in the home. And may never EVER see my 22000. So don't lose your money by using them.

I went into my advisor in January 2020 and told my advisor with her secretary right there that I felt the market was too high and that I wanted 80% CDs and 20% stock market twice to make sure it was done. I got back off vacation in March and had lost big!!! Confronted my advisor and she only said sorry!!! She hadn't done it!! When I started an investigation she and her secretary lied about it!!

I wanted to feel them out, so I called to ask if I needed to make an appointment, thinking about what questions they might ask & how I would answer...just as I thought, pompous & arrogant. The question of how much I was able to invest was EARLY in the conversation. Now, I have quite a bit more than $1000, but I needed to know if I was dealing with human beings, before committing. How sad, as I said "up to $1000", the "person" I was speaking with, repeated "up to $1000", putting strong inflection on "up to", then said I'd be better off with Charles Schwab. My opinion: Those who worship $ & care not for the rise of their fellow man, are nothing but pure evil, being only the shell of a man themselves.