Edward Jones


Edward Jones offices are located in the areas where you live and work. Edward Jones takes a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you.

Edward Jones Corporate Office Headquarters <

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17 Replies to “Edward Jones”

  1. File a case against him. Contact an attorney that will handle the case. Quit being a baby and complain online. Do something about it.

  2. BEWARE!!! I worked with one Edward Jones rep. who said he would handle our retirement savings. This guy promptly lost more than 70K of our money. Switched to another Edward Jones rep.who said he would get our losses back and we trusted him.Since I don’t know much about investing he said he would review our account daily and make adjustments as necessary.This guy lost more than 100K.not alot left for our retirement thanks to Edward Jones and their incompetence.rep BILL PLANETA threw our money away or used it for toilet paper.

  3. I made a serious mistake when I moved my accounts to Edward Jones. Today I received seven pieces of mail!!! I do not have time to sort through this and the person I hired to run my office tells me she is wasting a lot of time on your mail. AND WHAT A WASTE OF CLIENTS MONEY. Multiply the number of clients by the pieces of mail and what you have is a tremendous waste of clients’ money. . .mine. If you cannot clean this house keeping crap, I will be moving on.

  4. Dad passed away 6 years ago and left an account to mom. Mom passed away in 2012 and my brother, sister and I are beneficiaries. In order to process Moms account the Edward Jones broker is telling us that Moms account must be divided in thirds to three new separate accounts. Why can’t I just be issued a check for my share? Why does a new account have to be set up?

    When I moved my money from Wells Fargo to a Primerica account years ago I was locked in for 2 years before I could close it out and my retirement monthly withdrawal was limited to a certain percentage and if I wanted more I would be charged a penalty fee. (None of this was mentioned by the broker when the account was opened) I fear this is what is going to happen with the Edward Jones account. Looks like I may need to talk with the FTC or a lawyer.

  5. Haste makes waste. BOA took over ML right around the crash, and then there was the walkout of brokers to the Swiss bank. My ML broker was suddenly swamped. I felt he no longer had time for me. At a friend’s suggestion, I jumped and moved the account to Mark Fortier in North Carolina. I told him I did not want 4 funds sold, I had class A shares. That he could unload the other 3 and put them in the Advisory Solutions account. He kept at me to put it all in there and I finally agreed. I did keep track of what the old funds did in regard to the Advisory. After 9 months, there was about 100,000 difference. I started showing discontent. Finally, 4 months later, 2/11 the difference was about 150,000. I really started questioning things, I was told how great the Advisory was and how it would beat my old holdings. At that point he told me he could no longer handle my account. That very day, I moved to a local EJ office with the understanding that I was going back to ML within a week. The secretary asked me to please speak to her boss.Gary Barbara, I met with him. It was a disaster, he wanted me in annuities and sorry funds. I was about to walk, he asked me for another chance. I told him exactly which stocks I wanted, and finally he agreed. But he branched me out some. He sold me on TEF, STD, TOT, because of the higher dividends. He was not aware of the foreign tax. I was not either. He also sold me on GTY, 2 months earlier they lost their largest lease. Within a few months, all his recommendations plunged, value and dividends as well. Fortunately I had my suggestions to hold the account up. In the end, his secretary told me it is best to move the account. From what I have experienced it is all about the commissions and fees. I am leaving EJ, fortunately I still have money.

    I have left EJ and filed a complaint with them about the 2 mentioned brokers. They offered no resolution. Mr. Barbara’s office suddenly closed a few months ago, and I understand he is no longer with the company.

  6. I am interested to find out why Edward Jones Advisers are selling and buying the same funds during they year. 20 transactions in one year. Does the Adviser not only get paid the monthly adviser fees plus each trade being executed?

    It generated tax obligation for the clients. Why???

  7. I called your valencia office at 27560 Newhall Ranch Road in California yesterday morning to invest money with your company.Left a msg. with the receptionist to have the advisor call me and NEVER got a call back.As a result I will now invest my money somewhere else……The advisors name is Steve Gonzalez Phone is

  8. Edward Jones has a great stock analysis newsletter monthly yet my advisor refuses to mail it to me or email it to me. He is a real disappointment.

  9. Attn: Mr. Jim Weddel

    Your company has made a very bad mistake. The financial advisor of Edward Jones in Emory Texas, Mr. Greg Cook has left the Emory office. The reason is unknown to me at this time, but I strongly feel that Mr. Cook should return to this office.

    In the past ten or so years before my retirement I was investing with Bank of America and had many bad experiences with a different financial advisor almost every year. When Greg Cook opened the new Edward Jones office in Emory, Texas I found him to be a good financial advisor and Christian man. Upon his reccommendation, I have transfered all my assets to your company. Greg has won my full trust and has always kept me informed of any changes to my account. Greg has even made numerous visits to my house to keep me informed. I feel that we will never have a better financial advisor in Emory Texas.

    I was not informed of Greg’s departure until after it happened. I feel that it would be in Edward Jones best instrest to return Greg Cook to this office!

  10. Horrible company!! Biggest mistake by trusting Edward Jones w/my fiances. I do not know who hires these people..or if they even do a personal background check on their employees but they should!!!!

  11. I was try to get into my account and it would not let me in It kept asking me for a code and every time I entered it it told me it was incorrect

  12. I have been notified by the form letter that my account will be serviced by a person I known to me who is based in St Louis. I live in Issaquah WA, am 73 years old and not happy with the way

    I am being treated. I am a client who has been with this agent in Redmond WA for 15 years. Now that I am older and living off some of my resources.

  13. First of all we want to commend Mr. Bruce L. Hanson of your Chehalis, WA office. He has been one of our financial advisors for the last 6 plus years. He has kept us appraised of necessary changes to our retirement and bond accounts according to the fast changing markets and he is not afraid to put his two bits in.

  14. I can only echo the sentiments published here-in. I stayed with EJ only 6 months and that was 6 months too long

    My so-called Advisor was no more than a sales Rep. He didn’t know beans about investing. Sold things i told him not to sell. Never got it right the first time. no matter what he said, he had to clear it thru the back office and they over ruled him most every time. It was a costly error on my part and nothing i can do abut it. This kind of investment company is not subject to feduciary standards and should not be allowed to do what they do. Everything they do is with their best interest in mind My advice to anyone looking for a financial Advisor~~~ make sure you use someone who is a CFP One who is an SEC registered feduciary. “Advisor” is a generic word. A cab driver can give you advice. The title means nothing.

    A word about the “office administrator” . Working in any other kind of office she would be called a receptionist.

  15. I am a client of Edward jones here in waco Texas.

    I have tried several times to setup a watch list on your site covering my investments

    at the NYSE. After setting it up and then trying to acces it the next day it has disappeared.

    Have you removed this feature from your website and not noted?

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