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I am John Carter in Crossville, TN with your account number 389-81219-1-2 where your manager is one Pete Bisbee. I am extremely disappointed in his transferring my IRA money over to my Regions Bank at my direction without informing me that within 60 days I must create...
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#1035793
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I have experienced nothing but grief from EJ. I have (or had) 1.3 million invested with them. Now it's 1.1 million, in an up market. I did take some income, which EJ is always glad to point out. However, $100,000 in an up market is unaccounted for. Some of that was due...
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Anonymous
suzann a

I'm in the same situation you are and am transferring to Vanguard. With your balances, they will offer you guidance and the fees to move money around are so much more reasona...

i'm a 75 yr old retired marketing executive who managed his own portfolio for 50 years primarily utilizing FIDELITY investments. Fortunately I I had an excellent track record of performance in both mutual fund and individual stocks. I've always been the "hands-on" type...
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#1017162
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Short Review for February 08, 2017, Pc_service

Edward Jones
#1004665
1.0
Rude employees who steal your money. Do they even do a full background check on them
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Edward Jones Customer Care Review

Edward Jones
#973516
I will never use this company again!!! They have to many people that work in their offices off of Manchester and I270 that really are not qualified to work in the public. Tried calling for my grandmother, was transferred to some product master file dept and the female who answered was not listening or to busy talking to someone else. Very rude
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Short Review for November 22, 2016

Edward Jones
#959340
Edward Jones obviously hires employees who sell and do drugs. I would never do business with a company who does not perform drug testing before hiring.
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Edward Jones Investment Service Review

Edward Jones
#875006
1.0
My mother had a trust through Edward Jones. And although she passed away 18 months ago, I have yet receive a monthly stipend. I am 66 years old and I have terminal cancer. A representative of Edward Jones has suggested that I get a job.
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Beals Transferred $400,000 to my aunt (Libby Miller) who deceitfully had her sister (who was heavily sedated on drugs in ICU) sign over her only son's inheritance while she was on her dying bed. Everything was done over the phone and a fax machine. Beals did not...
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1.0
I didn't like
  • His incompetence
#1017109
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My father-in-law had been letting EJ manage his IRA since he retired in the 90's. He would always tout the great job his advisor did for him. In 2010 my father-in-law asked me to start doing his taxes after he had a medical issue. Looking through his records I...
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#1016687
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First of all I want to think everyone who left the review on this site concerning Edward Jones job performance. On February 13th, I gave my Edward Jones personal advisor all my information to transfer 15K over to their office to start doing some investment in mutual...
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1.6
#1007915
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It has taken us over 3 months to terminate two Lincoln IRA annuities recommended by Jones because they were owned in Jones name and no one provides the information you need to readily exit. This has frustrated us and our new independent fiduciary financial advisor. I...
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#1007225
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My financial advisor forgot to check his records and I overstated my 2016 IRA contribution. In order to fix this error, I had to file an IRS Amended return. In our conversation, the rep stated: I could have not told you about this! He made the mistake and I thought it...
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Anonymous
none

He made the mistake and I thought it was his Fiduciary Responsibility... Edward Jones at the time of this review was not a fiduciary.

#1005910
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My husband passed away recently, and I have been trying to close his accounts, including his Edward Jones account. I am the executor and have supplied them with the paperwork authorizing me to do this. No one else. However, they are refusing to close the account....
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h.kitchener
h.kitchener

Have your attorney or find one to handle them with this. Sounds like someone at Edward Jones is confused or reading the rules the wrong way.

1.0
I didn't like
  • Bs iwas given
#987969
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Proof is in the pudding and here's a case study that identifies a 16-year span with Edward Jones. In the mid 2000's EJ rolled out a new investment engine called Advisory Solutions. This was supposedly an actively managed account that was geared for higher than avg...
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Anonymous
Anonymous

I could have written this as it is identical to our experience in so many ways. Edward Jones should be shut down.

2.0
I didn't like
  • Bad services and decietful practices
#951490
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