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.

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.

I do not recommend this company to handle your investments. Most of the problem is how the "advisor" gets compensated. If you go online as if you wanted to work for them, it will tell you how you'd get paid. I highly advise you to do that. The first two years an advisor works there is so much different then from then on.. After the 2nd year, most of their compensation is through the fees they make and that advisor is doing things to create the fees. They are hidden. They tell you one thing in the office (which BTW, bring someone else with you for proof of what they tell you or record it). It's different than the fine print that no one can read cause there are too many pages you have to sign.

My advisor communicates with me directly at least once a month. As a widow with the only asset being the sale of my home, my advisor understood my risk tolerance and has walked me through every step of investment choices. He is available and returns calls same day. My nest egg is growing. His assistant is wonderful also. I am very happy with EJ. Clinton NJ.

I would highly recommend staying away from EJ. I wish I could give them zero stars. They took 6% of the 401k I rolled over to them initially and encouraged me to invest in an “actively managed fund”. Translation, fees upon fees upon fees. Not only did this actively managed fund underperform every index the only ones making money in an up market was EJ. The statements are anything but transparent, I had no idea how much this “professional advise” was costing me. After 9 years I still hadn’t gotten back to the principal amount invested. Fast forward to days before the 2024 election I instructed my “advisor” to sell every American Fund I owned. He even used the word “stupid” to describe my decision.

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.

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.

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 .

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.

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!

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%.

Edward Jones Rockwall TX, Kelly **; Stay away if you don't want to lose money! Twice cost me big bucks, first by not doing what I told her to do on investments, missing big market moves, then again by failing to inform me that a paper they failed to have me sign was important, causing me to lose more money by not being invested in the market for the election day-after explosion. They are incompetent, don't pay attention to their clients and are not trustworthy. Find someone else, Edward Jones is a great company, but this office is a failure.

Any transaction regarding withdrawal of money for an important business deal like buying a retirement home or property will be a challenge for Dawn and her staff. I went through three stressful transactions in a row with this highly unprofessional business. Beware. Disrespectful and someone you should not trust with your life savings. After my last transaction my Edward Jones account was closed by someone in Dawn's office without my authorization or request. I had to find another Edward Jones office to work with and it took 3 hours to get my account set back up. They never answered my email request on why my account was closed without my permission. Not sure whether they just don't know what they are doing or they just don't care.

On 9/16/24 I brought a form from Bank of America to my EJ office to get the correct address where Edward Jones will handle this transaction which is not done at the branch. I was told that forms don’t get sent or faxed anymore and the branch manager wrote the local address of her office which I knew would be incorrect. After tracing the form back after a couple weeks it did go to the local Edward Jones office who told me that it shouldn’t of and they would not give me the address they would not give me the fax number they said it was a back office internal use number only which I also knew was incorrect because the previous year I had done a transfer with a bank by fax no issues done within three days.