Let me reiterate that again and be clear: There are plenty of honest, good, ethical Edward Jones agents that I would be perfectly fine having handle an account for the 1.2% all-in management fee on a trust. New Rules for Retirement Plan Contributions, Withdrawals Short /Radio version: PSA: New Rules for Retirement Plan Contributions, Withdrawals TBA: Jan. 20, 2020 Words: 189 (excluding disclaimer, FA’s name, address/phone number) Do you have an IRA or 401(k)? If the money had been at Vanguard, it would have cost less than $100 ($7.95 per trade) to sell the stocks. It sounds like many reviewers don't like paying fees and therefore should not be with a full-service brokerage firm like EJ. I worked for a wonderful financial advisor for three years who was let go due to lack of performance (bottomline: he didn't make enough money for the company) He was replaced by a woman who on her … My agent however does a special report for me monthly! And she tells me with every change what it's going to cost. My personal experience has been the opposite. For trades by phone, fees vary based on your total assets. Moved cross country and moved my EJ account to new area. They are ultra conservative investors and have mismanaged my funds for years. 7/22/2017. Pros: There's a branch office in every strip mall, Cons: Someone has to pay for all those branches (mostly the customer). by Plurimus, Also his assistant (Office Manager) is great. They sell high fee products and are a very well developed sales training and sales execution organization. Why Google's No. The stock market has been mostly down since my move to Fidelity, but my investments have hardly been affected. He had told me his wishes regarding how he wanted his estate settled including his monies at EJ. 10/23/2020, Cons: Good sales people, knows nothing about making money. 10/12/2018, Cons: Stresses funds emphasized by Edward Jones agency, Advisor for Advisory Solutions churns too much. Take my money and run!I will go to their competition.Bye Kristi, by Brenda Henson, by Robert pence, Find a local office and then find people who have dealt there personally. Then as a last dig, when you wise up, they charge to transfer your money, which most companies do not. I'm not really sure why anyone would put their money with them. We have worked with the same advisor and staff the entire time. Failing that, I was hoping for strong opinions on Edward Jones, good or bad. Mutual funds 7. They are theives. It all depends on the individual you happen to pick as an advisor. Edward Jones disclosed an outstanding second quarter. I have been working with them since 2009 and have had great returns. Seems like an odd request for an inheritance, of course, unless EJ mismanaged two accounts. Absolute rip off. ... the right Jones advisor may very well be a good choice. So, for now, I am managing my money on my own, which I would not advise the average person to do. Pros: Friendly … I FILING LAWSUIT SOON. The brokers at E.J. Just because someone had a bad experience with their guy doesn't mean they're all bad. Cons: Wasted my time and cheated tons of my hard earned money. The advisor very friendly but struck me as a pushy salesman, wants ALL my accounts. Please note that not all of the investments and services mentioned are available in every state. 5/30/2019, Cons: everything has been a CON with them. Please note that not all of the investments and services mentioned are available in every state. "Edward Jones does a good job of keeping it from their customers. Disclaimer: Your review, broker rating, pros and complaints information must be honest. Downward pressure from oil prices has given way to the Bank of Canada’s (BoC) shift toward slightly tighter interest rate policy. As with most of the common person I do not understand all of the terms our advisor uses but if I did I would not need him. I know he would prefer us to be more risk tolerant and more heavily invested in equities, but he respects our wishes to forgo large returns for preservation of capital. In four years, in spite of a very strong market, I lost about 30% of my portfolio to really bad investments. The advisor bases his recommendations on the company's analayst's recommendations which of course EJ has a vested interest in selling. Now that the regs have finally gone into effect(watered down and delayed) they are asking customers to sign away their rights. It really depends on your wiring and what you love to to. Lol.It was a life lesson learned. 3/26/2020, Cons: way better alternatives that are not as expensive. He was replaced by the , in my opinion, best advisor we could have. I have been very pleased with the advice and service offered by the agent I have with Edward Jones. Don't be swayed by a negative report. Accessed January 10, 2020. Edward Jones is a brokerage firm that provides investment advice to individuals. They seem to be best for me. criminals. They try to have lots of letters behind their name but that means nothing. Not aggressive. After being on and off hold for over 30 minutes they told me I couldn't, they couldn't do the trade. Edward Jones needs to run credit checks and full drug testing on all their employees. These firms not only pamper employees in good times, they look out for them in bad. Not bad. But I've worked with people at TIAA (my employer sponsored plan) and Northwestern Mutual. There are better options than Edward Jones (Edward Jones charges expensive fees and profits a lot). Here's How to Choose the Best Type of Investment Advisor for You. The Edward Jones brokers seem to think that it is a good product, the other brokers accuse them of drinking the "kool-aid". However, I keep some in the bank to pay monthly bills! Feeling intimidated by the fact that they could apparently sell my assets without warning, I returned their phone calls. If so, you’ll be interested in some legislation Congress has just passed. 9/30/2019, Cons: Fees, fees and lots and lots of hidden fees. Although I pay fees that might be a bit higher than their competitors, in the long run, I will be way better off than if I manage the money myself. Yes, there have been some down times by mostly up! Moving my money ASAP. What parent would do that but it put a wound between us. Be the first to answer this question. 1. Edward Jones’ primary focus is managing portfolios for individuals and families, as well as some wealthy investors, charitable organizations, pension plans and other businesses. With many physical locations around the United States, Edward Jones is able to provide a personal approach to their clientele in the communities they serve. by Damien, 1 2 3. And yet, people give them money to invest -- pretty ironic. I got referrals from friends, through neighbors, and through my business connections. TD Ameritrade, Etrade, and Charles Schwab are the household names, the largest discount brokerage houses in the U.S. Cons: High fees, hidden fees, closing account fees, yearly fees, annual fees, high expense ratio funds. Edward Jones IRA Review If you live within 100 miles of any moderately sized small town, chances are you have heard of the Edward Jones brokerage. We are still waiting for the first disbursement of any of the funds. They have all of the resources, but, in the end, you are on your own. Cons As much help as you do receive you are building your own business so you have to be very driven and push yourself for results. The financial services industry is out to make a lot of money. Good News, Bad News in Edward Jones Retirement Survey Portfolios show signs of recovery while number of those saving declines. never any pressure, everything has been a CON with them. They make a lot of money during good times but can go months without pay during the bad times. My father who has been with them more than twenty years has seen his investments grow from one hundred twenty thousand to over a million and that is with no dividend reinvestment. This year I've hit over 300,000 in my Ed Jones investments. are bullies and con artists. Market returns are all detailed on my Fidelity statements, so, in a down market like what we've had in the last two months, it's easy to see where my money is going. I AM. This company does respond, but not as often as you'd expect them to. No wonder a chimp can pick better stocks randomly then a we’ll seasoned broker. Accessed January 10, 2020, Edward Jones. And my return has been better than expected for the past 8 years and much better than the other 2 firms I had before. They will use the fact that they are capable of selling your assets to intimidate you into buying products.E.J. My wife talked me into trusting Edward Jones. by Dennis Stine, Cons: Not willing to work with you unless you INSIST. And once you reach one million in invested funds, there is no load fee-only fund management fees that are low. They especially look for seniors and single women who trust them, then gouge with fees and high commissions, many hidden. Some of its locations have a 5-star rating, but others have a 1-star rating. It can be a little stressful if … For a good overview of choosing investment advisors see this article on Types of Investment Advisors. Cons: Everything. I do not personally know anyone who invests with EJ. Pay attention to your statements. A full-service broker is someone who not only provides the capability to invest, but many other things like tax advice and retirement NOT AS ADVERTISED, by karin, What Is a Form CRS, and Why Is My Financial Advisor Sending It to Me? "About Us." Over the past 15 years I have generally been pleased. Fees, fees and lots and lots of hidden fees, Knowledgeable about certain aspects of investing, only offered possibilities of buy and / or sells. After working with my fifth E.J. He encourages us to make choices based on our risk tolerance and that which allows us to sleep well at night. High fees, hidden fees, closing account fees, yearly fees, annual fees, high expense ratio funds. The firm’s parent company, The Jones Financial Company L.L.L.P, has more than 24,000 Edward Jones associates holding limited partnerships. It's extremely discouraging. I took a leap of faith and trusted a broker with whom I felt comfortable with. I get 1% . I said ok but I don't want to invest in overseas companies. Once you get +1M in American funds there are no overt fees, I am sure there are fees under the covers, but they seem minimal. Should I? The Edward Jones Financial Advisor Opportunity Webinar. Lv 4. Lv 4. Very honest worked well with my portfolio, Didn't always return phone calls and emails. Pros: only offered possibilities of buy and / or sells. by Pam W., 3/10/2017, Pros: *Professional/effective communicator *Excellent assessment of client's financial goals *Amazing Sr. is only motivated to generate income for E.J. by Russ bloomer, Vanguard: Online ETF trades are commission-free. with an exception or two, everything has been a positive advance..have retired very comfortable with my account. And make a real difference in the community you live in? Lots of very local presence with tiny offices in neighborhood all over. I would recommend alternatives such as TDAmeritrade or Ally Invest. Certificates of deposit (CDs) 3. Since I've been with EJ for the past seven years, I have never felt that I was being steered into an investment for the sole purpose of EJ making more money from me. What You Need to Know If You Want to Invest in Mutual Funds. Maybe I got lucky and have one of their better advisers. by Stephen Brown, The average expense ratio from all mutual funds is 0.92%. Vanguard is the cheapest. For example, a fund might earn a healthy 10% per year but because Edward Jones skims off 2%, you will only see 8%. The culture at Edward Jones may be vastly improved since the lawsuit but it is still the responsibility of the investor to heed the "buyer beware" philosophy when choosing investment advisors. Friendly guy. This indicates TLS technology is used. About as knowledgeable as anyone else. 4/25/2017. I retired and left fidelity as the arrogant advisor lost me money every month.Since I had just retired, my instructions to the EJ representative was to make me more than the 3 percent cost of living increase and their comissions. Edward Jones is a big user of load mutual funds, such as American Funds, which has a large selection of mostly high-quality mutual funds. by Lloyd Bing, by Robert, The wealth management service, known as Advisory Solutions, allows clients to invest in a professionally managed portfolio. StocksBoth companies also have annuities, personal advising, and savings accounts available.In addition, Edward Jones offers credit cards, life insurance, long-term care insurance, long-term disability i… Be the first to answer! by K. Anderson, 12/25/2019, Pros: Reachable, willing to talk about alternatives, personable, Cons: A tad too behavioral finance oriented, a bit expensive. Cons: She is very rude, over talks me! Wanted to make a trade today, 9/14/18 and since my rep was out I called the 1-800 number. Fidelity is a great company for do it yourself investors. Member SIPC. I put it into CDs and now when they mature I refuse to reinvest and am putting it into cash while looking for a good FA. 5/17/2017. Edward Jones: For ETF trades, Edward Jones charges a commission (typically 2% of the invested amount or $5, whichever is higher) based on the transaction amount, as well as a transaction fee and operating expenses. Find the best companies in Financial Services category: Edward Jones and Fisher Investments, Edward Jones vs Td Ameritrade, Fisher Investments vs Fidelity Financial Services The 41 year old Ulana Emersom actually physically and verbally attack my mother in law at a school play for her granddaughter in front of the children and their parents and relatives! And my return has been better than expected for the past 8 years and much better than the other 2 firms I had before. To the beginner, however, this lack may be a blessing in disguise. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Pros: My adviser is very knowledgeable and trustworthy. Recently, my father passed away and most of his investments were with Edward Jones. I blame Lincoln. Northwestern Mutual is a glorified insurance company. YOU WILL BE SORRY!!!!!!!!!. I was in a terrible car accident and they transfered all my money over to a relative without my knowledge.I tried several times to get my money back. Source(s): https://shorte.im/bapkw. In comparison to NW and TIAA, the person I work with at Jones is pretty good. Her advisor was very friendly and responsive and even gave me his cell phone number so I could call him directly on the weekends - great guy! The decision to invest with Edward Jones is more of a local decision than a national one. never responded to my inquiries on this subject. We may be compensated by the firms we review. My money, my account and I can't trade. My neighbor just quit and is warning everyone. by Helen, 2/21/2020, Pros: I just had my first visit. Most other firms charge about a $4.95 flat fee for any transaction, any amount. Try getting a straight answer about fees and commissions. Don't take my word...if you compare what you end up with to another firm, you will see you are losing a lot of money with them. No wonder a chimp can pick better stocks randomly then a we’ll seasoned broker. Are you searching for a career opportunity with unlimited earning potential? Edward Jones has over 11,000 offices in the US and Canada serving over 7 million investors, and most of those offices are run by a single financial advisor. She is one of many. Cons: They are money hungry thieves that will resort to Harassment and violence if you cancel your accounts with them! Find Reviews and Recommendations for Edward Jones - Financial Advisor: Justin Brough, CRPC® in Ridgecrest, CA. Administrator Terri Volpe. BEWARE. Cons: Somewhat lacking in investment knowledge in some areas. ONE value that an advisor provides is implementing a proper mix of investments (relative to your emotional capacity to deal with temporary declines AND the long term average annual rate of return needed to reach your goals) and then rebalancing the mix annually to maintain the proper mix going forward. I also invest at Vanguard. I started my career there. 4/1/2019. by Corey, This company is a total and unequivocal ripoff. is only motivated to generate income for E.J. Constantly trying to convince us to buy an annuity - big commission for him, disaster in early cash out. who is looking out for you and knows how to invest, you can do reasonably well. I just read all of these reviews and everything just clicks, these guys are trained to take your money! I needed to sell the stocks and move them to another account, so I asked him to liquidate everything. Wait until the next debacle and see how their tune changes... and think how much further ahead they would be had they taken care of business themselves. That's also the most expensive. Fluctuations in the CAD have wide-ranging impacts, including national trade, travel and consumer goods expenses, and investment returns. Steal all your money, way better alternatives that are not as expensive, I just had my first visit. Was told the Franklin Funds I have our volatile and I need to move my money into. I told my wife our "advisor" is nothing more than a glorified salesman. Edward Jones fought the requirement with all their might and dollars. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. She also took and used personal information from other family members to make bogus accounts to boost her quota's! Rather, this is about the Edward Jones senior leadership, the upper management, permitting a situation that is directly, irrefutably bad for their clients and that, I believe, exists to fleece them of wealth by preying on their ignorance. I am not going to lie, it is hard work but, if you're willing to work hard and follow their training, you can succeed. Edward Jones had 16,095 advisors as of Dec. 31 and some $1.12 trillion of client assets. I've been pleased with the performance of the American Funds that I've been sold. Considering that EDJ reportedly spends about $100,000 to train each recruit, it looks like a pretty bad investment -- a 63 percent loss! Honestly, I've made a fair chunk of change. Edward Jones' success rate sounds positively dismal, but it is nearly twice as good as the industry average, according to Training Magazine. Edward Jones paid a $75 million regulatory settlement with the SEC for the failed disclosure allegations. I lost a small fortune doing business with them. The whole Guided Solutions things is kind of a ripoff anyway, they charge a high amount of money so supposedly you can trade more and not pay a commission. Confront the advisor at a meeting and he gets really mad. Cons: It’s all about monthly commissions. The court case is still on going! The Good, the Bad and the Loonie After a long descent that began in 2014, the Canadian dollar (CAD) has rebounded modestly. Extremely poor recommendations; EJ analyst recommendations are extremely poor, *Professional/effective communicator *Excellent assessment of client's financial goals *Amazing Sr. by Joseph Boucher, by Sabrina Magtolinia, Bought the wrong bonds and did not notify me of the withdrawal fees for bonds. The commissions and fees were over $1000! Fidelity has more explicit statements, and it's easy to obtain the information that I had been asking my E.J. I have not sought services from any of EJ's competitors because I really like and trust the EJ adviser who I currently have.Any full-service broker is in business to make money. He has been available any time I need to talk. I'm an absolute idiot with finances and have made nothing but wrong decisions for the past 25 years which has cost me dearly. Dave is an experienced, highly skilled investment professional. I moved it "in kind." Professional, Accessible, Open to Suggestions. I'm veteran senior citizent and wanted to close an old 401 account of around $400.They are charging me $140 to close account. Surprised that they don't already? by James H. Reza, They have helped me out during the good and bad times, by D. Stacy, They are only concerned about fees and not the client's best interest. In most parts of the U.S., there will be a Jones office not too far from where you live. And they do. If you search the Internet for Advisory Solutions, most of what you find is brokers talking to other brokers. Steal all your money. They have nothing of value to offer. This was a simple request to sell everything - no advice was given to me by the advisor - so I'm not sure how they justify over $1000 of commissions. 9/14/2018, Cons: Edward Jones practices, Guided Solutions. These "financial advisors" have their own interest in mind (aka how they profit off of your account). (Oil and gas pipelines.) Though in the back of my mind, I think it could be better. by Dale jennison, I've been with Fidelity for just three months now, and I finally have some peace in my life. is driven to produce commissions and to sell you products. 7/17/2017. We reserve the right to delete any brokerage customer reviews that don't meet above Anything you make or have they get close to 2% my average over the last 10 years is less then 3% Hmmm.. I have invested a relatively small amount with a jones advisor here in DeKalb County GA and he is a total con artist. Kent Thune is the mutual funds and investing expert at The Balance. After reading all these reviews i am now flat out scared. He has been available any time I need to talk. forged document accepted 3. misrepresntation, fraud, seedy stock brokers 36. lied about commission 6. irresponsibility 7. poor service, raped with fees 4. arrogance, fraud and elder abuse 3. And financial advisers don't work for free. 6/27/2017, Cons: Sales and fee-driven, they do NOT act in the best interests of the client. Our portfolio has gained over 250k in the last year, with 70% bonds, 30% equities, a gain of 8-9% with very little downside risk. ", "Never", "Do not put your money with Edward Jones Trust". The answer depends on you and the particular possible bank. search for a Financial Advisor on this website. advisors for years: what are my expenses? You would be better just going to Vegas and betting on red or black rather than taking advice from an Edward Jones financial advisor. Investing in stocks is outside of my comfort zone. Their training is off the charts amazing and their support is fabulous. Also, it might possibly depend on the agreement with Edward Jones. Vanguard doesn’t call me with the latest “hot” deals, but they have provided a very good return on … Edward Jones is a company that sells mutual funds with $33,545M in assets under management. Compare Fisher Investments and Edward Jones pros and cons using consumer ratings with latest reviews. Most firms are now on board with meeting the requirements, but Jones is not. FA talked with us but explained only a small part of how their investments work. I'm glad I'm done with this company. If you search the Internet for Advisory Solutions, most of what you find is brokers talking to other brokers. I've had part of my money with Edward Jones for about 7 years. The oldest fund launched was in 1980. Where you can achieve your ideal work-life balance? I interviewed more than 30 fee-based, fee-only, and commissioned advisors, only to feel more confused than ever. by James Reza, The second account will be going to probate court. by Tom JOnes, Tells me you don't have the knowledge or the work ethic to do your job to the best for your clients. Good sales people, knows nothing about making money. However, a deeper look at how the firm achieved those results reveals that investors may be going back to some bad habits. My wife and tried putting a portion of our IRA with them and after 9 months I had to get it out. Fake friendship, homey small offices, heavy community involvement to win trust. Disclaimer: TopRatedFirms.com reviews of companies is our personal opinion. All the while they're trying to save for vacations, down payments, kids' education and, most of all, a comfortable retirement. Last time I did business with them (early 2017) they were still charging hefty percentage commissions, including a transaction fee, just to buy and sell stocks. My biggest issue with Edwards Jones is they change advisors too much. Where I use to pay around $500 a year it will now cost me $2300. Here, in the interest of fairness, I'll look at some negatives. For Women list by great Place to work with you unless you INSIST the past 8 and. To him LOL!!!!!!!!!!. My wife and tried putting a portion of our society to put a wound between.! Knowledgeable and trustworthy times by mostly up every time you sell or buy a for... Jones investments several of the investments are just a convenient product and are always hidden built. He said `` if you search the Internet for Advisory Solutions, allows clients to in! Off to another advisor for no specific reason and Suggestions that will best his. U.S., there will be a Jones office not too far from where you live do loot your money they! 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