Edward Jones Customer Service

I'm not going to be going out of my way to do anything with Edward Jones I went to get ADVISOR and basically I was disappointed and disrespected and frustrated with that yet I have a lot of wealth and need help with the money that I have.but made only to feel like a piece of crap. My name is William D from a little town in Oregon cg and the only thing I can say about Edward Jones I want a apology and I want the people to be reprimanded and possibly fired for there erigance

Between the fees and percentage charged I got screwed

Very coy and evasive about fees.; you never get an answer, just see your money going down. Lots of ambiguous talk, manipulation(?), seems to do what is best for them, not for you, with suggested investments. Questionable integrity. Got my account with them transferred elsewhere in record time when I started to get uncomfortable. Still have no answers. One of the worst experiences in my life trusting Edward Jones advisor.

All my wife and I can do is provide a narrative of the bad experience we've had with Edward Jones investments. Initially we went to the Bastrop, Texas office on the advice of our CPA. The advisor at the time, (new retired), was Charles Mazak who advised that we transfer out American Funds account along with another 75K to his control. He said that it would cost a few thousand but that we would earn that back within a year. On his advice we did so and then found that the funds were reinvested back with American Funds where they had been before. We never recovered the loss. Next we worked with Jill Lube, (who is also no longer with Edward Jones). She advised an annuity but never explained that the funds would be locked in with only a small percentage being made available annually. I'm seventy years old and will never see that money again by the end of my lifetime. The Bastrop office closed down and we moved the funds to the Smithville, Texas office. There I explained that our money was intended to care for us in our old age. As a result the new adviser offered an insurance policy at the rate of over five hundred dollars a month never suggesting anything about our investments. We finally moved our entire account, almost a million dollars, to Morgan Stanley and have been satisfied with their service. I would never suggest using Edward Jones to anyone.

I can't believe how difficult it is to get in touch with EJ financial advisor.
Almost never I'm on Fridays, leave early most days, cannot make an appointment because my work schedule doesn't match their part time job.
It's my money.

We just left Edward Jones because our financial advisor, Bob Nicklaus, was not acting on our behalf. He was not honest or forthright in our dealings. He was making decisions that would benefit him rather than his client. In my opinion, Bob is a rogue advisor, looking to benefit himself rather than his customers, prior to his retirement. Because of his inept actions, we just faced an extremely expensive tax situation. I hope that this office is inspected , so more people in Wichita are not affected as we were.

Unprofessional and unacceptable business practices,lack of respect for clients.lack of timely due diligence of process and response to delays and lack of explanation. incompetence to the point of ridiculous.complete lack of communication on cancelled phone conference calls or no notification of changes,no money wire transfer notification,lack of professional courtesy,lack of accountability for mistakes,

I met with my local financial advisor today. We went over the changes coming April 10th. My feesvwent from around $3000 to $7000 dollars. This is too much. You have set your fee too high. I called VANGUARD and intend to move my account to them.

This is a clear case of price gouging, combined with what you hope is customer apathy. My local account manager said there was a possibility that you may lower your rate. I bet, if everyone stars jumping ship. Why not set your rate at the lower point now. Make no mistake, I like my local rep and he is in a tough position. But ED Jones has completely lost my trust. You should make money, but not at this high of a rate.
You pushed too hard and could have set acraecthat still made you money but didn't make you look like money grubbers

Chris Miller in Anchorage, Alaska is refusing to allow any access to my Edward Jones account. When I asked for statements and to withdraw money because my roof is caving in, I was informed that my account was placed on review and restriction by their home office, who's number I requested but have been repeatedly denied. DO NOT EVER DO BUSINESS WITH CHRIS MILLER, he is a crook and this looks to be the structure of a Ponzi Scheme.

I am reaching out as I would like to file a complaint about one of your employees. Mr. Scott Villa does business with some folks that work at the company I work for. He was at our location on our work hour time on 11/9/2016. Upon entering the building via some of our personnel he then informed us he was here to see one of our employees which he had already called. Scott has also been asked on occasion to stay out of the building as well as stay away from company functions for soliciting purposes.

During this visit he made a very rude and disrespectful comment to me which was extremely unprofessional. He later explained this as being a joke which was clearly not a joke. This comment was made in front of my boss and colleagues thus jeopardizing me employment with the company and putting me at risk. The comment that was made was an attack to me as a person not to mention it was a completely false comment.

I would think people working for Edward Jones would be much more professional and hold themselves to a very high standard. It is a complete disappointment to know that such a disrespectful person can work at such a well known company.

I expected much more from Edward Jones but was sadly letdown.

Awful experience! My calls and emails were never returned. I pulled everything out and went to a much better broker who discussed my account with me at least quarterly, reviewed the performance and made recommendations based on my goals. Edward Jones never did this. I only lost money with them.

I have been with EJ for 15 years until recently. I switched to a new EJ representative in 2009 Rick Hepard of Huntersville, NC. After moving out of that area, I stayed as Rick's client. After speaking to a financial counseler at my work, I realized there were many hidden fees with EJ. I wanted to change company's & leave EJ. It took 5 months to make this transition. Rick Hepard delayed the paperwork & made things difficult for me to make this transition. I would never recommend Edward Jones to anyone.

I have been locked out of of ed jones app. They want to give me a special code number through my email i no longer use that email address. My new email address is so what do i do now to correct this problem.

I am very frustrated with Edward Jones and will never recommend this company to anyone. I had a very small amount of money invested with them. When I openned this, several years ago the man I invested with told me an amount to open the account and that there would not be any more money to be paid. For a couple of years there was not, then suddenly money was deducted once a year, when I called to ask about this, the secretary rudely told me he had never told me that and it would continue every year. Main man left and another person took over. Ask her about this, she nicely told me I did not know what I was yalking about. She left after a couple of years. Another man took over. Now I have decided to move the money to another firm. Funds are invested with American Funds through Edward Jones and new company is another American Funds investment firm. Man I am talking with at new firm tells me the cost to move funds. I sign paper work and do necessary things to move funds. Funds are moved and suddenly I get a notice from Edard Jones showing funds were moved and a $195 charge by Edward Jones was taken out. I ask new investment firm about this and they were also surprised so a conference call was place to the Edward Jones. Was told that is a percentage of my money was taken by
Edward Jones and there was nothing I could do about it.
If Edward Jones is customer oriented, why would the new man, who I never met or had not attempted to contact me, would not make me aware of this charge. The Edward Jones company took more of my money than I made in the 5 or more years that I had money invested there.
I would call this legal robbery! Very sad.
If you have read this, do not put money in this company unless you can afford to lose it. A slot machine that never pays.

My Financial Advisor won't let me have my money out of my account. He thinks the man I'm involved with is a fraud. I want all of my money and I will go to a different Financial Agency. It is illegal for Terry Wilkens to hold my money and treat me as if I were some dumb kid! I will be contacting my lawyer if I don't get all of my money out of my account ASAP! Gayle Cook

I am upset that Edward Jones does not have a 24/7 customer help line!!! I need help now and I wouldn't be calling if it wasn't an emergency!! Stop sending all this 'advertising' type information and spend more on customer service!!!

Look around. How many E J offices are in your town? In the small town of Anacortes, WA there are at least 5 offices. Why? Because they make money off of the investors and lots of it. My account was recently transferred to one of them when I moved from MN. Since then I have had numerous transactions suggested by the advisor amounting to thousands of dollars of losses in addition to exhorbitant transaction fees. I have now moved all my money to E Trade and am trying to re-situate myself and make up some losses. The E J reps sell for high commissions and that comes before the welfare of their clients. Take a good look at your investments and watch your E J advisor. I do not trust them; I do not like them. Now I make stock trades for $10.00 instead of often $200 and even higher.

Once the advisor knew I was leaving the firm he came to my home at about 9:30 am. in spite of the fact that I live in a gated community where there is no solicitation. He had no permission to come and I had no warning. This was shocking to me and to those at my home.

In short, I would not even consider trusting my precious money to Edward Jones. Benefit from what my experiences have been. In short: horrible.

Do the math.. I started off with 85000 when I rolled my 401 into Edward Jones, 9 month later it's down to 73000. Two months in I was in a downward trend my incompetent advisor Nicholas B peden from Sweetwater tn would not or could not make adjustments, it also took two months to get him to do the necessary paperwork to roll it out of Edward Jones.I strongly advise not to use Edward Jones.
John Carter

I've been with Edward Jones for two decades. I recently inherited a lot of money, so I have an account with them that is worth over a million dollars. At least, a year ago, it was worth over one million. Edward Jones managed to lose about 150,000 in an up market. In spite of repeated requests, they have not given me a written accounting of the losses. I was told by customer service, a Mike Eichinger, that he could send all of my statements to me and I could figure it out myself. I told him that I had tried to figure it out, and, although I am an intelligent person, I was unable to figure it out from the statements. I told him I was getting the run-around. I asked Mike who his manager was, and he said "Jim Weddle." I don't think is this funny, and his sarcasm and lack of customer service really typify Edward Jones these days.
I would like to put my money elsewhere, but am concerned about the fees involved.

I am offended by the email this morning about "snail mail" unnecessarily dogging the Postal Service. I worked for the USPS for 33 years. I have several thousand dollars invested with Edward Jones and do not appreciate the email that was sent. I don't know why a company as successful as Edward Jones has to downgrade another, it unnecessary and disrespectful to the many Postal Workers who work hard everyday and especially those who have made Edward Jones their investment company.
This in no way has any bearing on my Edward Jones rep., he is wonderful. I know this came from the company, not him.

I am looking for a main (corporate) address and number to call to let Edward Jones know about violation of federal laws on my account, and the failure of the two who manage this account to address these issues. Fraudulent statements made to my lawyer, no less. Hoping this number will help, but the address is the same as for my 'advisors' who are the issue.

I just talked to my Financial Advisor at Edward Jones and he said he can not change my account to get out of the Advisory Solutions. If I can not change my account, who can do this for me ? Chad Fertil told me I can not change my account because he told me I needed to get a Power of Attorney and that person is my wife. So, because Chad Fertil told me I need a Power of Attorney filed, I can not do any transactions to MY account by myself. Chad Fertil who is representing Edward Jones is stopping me from performing any transactions to my account. Edward Jones needs to resolve this ASAP otherwise I will transfer all my money out of Edward Jones over to Fidelity.

I want a New Advisor, one that will do what I am requesting.

Hello,

I have left numerous messages with my Edward Jones Financial Advisor and he has never returned a phone call or sent me messages. I want to change out of the Advisory Solutions in my account but can not do this without his involvement or performing this transaction. I need HELP !!! Please call me ASAP.

My husband & I have had muni bonds with Ed Jones for over 20 years and have been happy that we purchased them. But lately, I asked them to send the interest directly to our checking account and it is never on time, usually one to five days late. Even the US gov't is on time with our Social Security checks, so why can't Ed Jones be also? This is the only area where I have any complaints.

Having sales people canvas neighborhoods is a dangerous and outdated practice. I was told by customer service that its to get to know the people in the area and not for solicitation, just a way to "drum up business". Coming to my home to introduce yourself and give me a business card is no different than a cold call on the phone and IS solicitation. When I called the company to register my complaint regarding their business practice the person got very defensive and I was given an email address to contact which of course was no good. Basically there was nobody to complain to.

My Grandfather opened his account at Edward Jones about 35 years ago. The advisor was opening his branch in my small hometown and sold my Grandfather a conservative balanced portfolio that was likely to preserve capital and with modest growth. My Father inherited the accounts and after his passing I inherited them.
Well, it came time for that advisor to retire and his daughter took over the accounts. She is young and in some ways probably learning but she helped me put together a plan that works for my retirement needs. I had asked her to explore annuities and she did her research and came up with some options. Now, this is the good part, had she put me into one of those annuities she would have collected a hefty fee. Instead after brainstorming with me she came up with a solution that won't get her less money (just the normal fees)but is simple for me to understand and change if I need or want. This plan also preserves capital but may reduce growth because of changes in my reinvestment strategies. There are also some tax issues that may arise but I can live with those.
So many of the complaints here are regarding the advisors in individual offices and the fee structure. I think that is an important factor. In this my family has lucked out as far as advisors go...but small town offices may actually have an advantage because if you "screw" somebody in a small town word travels fast and you won't be in business long.
As for the fees you get what you pay for and those fees are how the personal service I am given is paid for.

I've needed to call three times recently as my financial advisor is out on vacation, an the phone rep sold my item quickly, told me it would take a couple days to arrive in my cash account and DONE! Next time was to find a bond to buy and she too was fast, knowledgeable and sorted the bonds to my specifications and secured a purchase. Third time was to transfer money and also was done quickly. Phone was answered in under one minute wait time!!! On each of the calls.

called 6/25/2015


Could not have been more courteous,. must have solved problems. cCorrected problem in 3 minutes. jim p.

Our family has had the same Edward Jones financial adviser for over 20 years at the Cleveland Hts. (Ohio) office. David is very knowledgeable, honest and trustworthy. I will question their fees from time to time, compared to the other larger firms, but have no regrets (so far) pertaining to losses or any misdirection from them. I do manage my second IRA account with Vanguard offered from my former employer before I retired. You cannot compare Jones to VG, it's not apples-to-apples. My Jones adviser gives optimum personal attention and consideration. If fees become too high and/or under-performance is not worth the cost any longer, than I will consider my options in the future.

I invested with Edward Jones (Atlanta area) after I was laid off in 2006. My accountant recommended an EJ agent she had used in the past and I ended up transferring all my investments with him.

I have been researching online quite a bit and find a lot of negative reports on Edward Jones. My experience has been different. I have no doubt now that I could have done better (fee wise), but one has to start some where.

I was very naive at the time, but have learned a lot since going with EJ. No doubt they have made money off me but my account has grown in 8 years from the transfer of my investment of combined assets of $445,000 to about $640,000 (401k, taxable investments, and a Roth IRA).

In the mean time I got another full time job 5 years ago and now have an additional $70,000 in my current company's 401(k).

I think I did OK. The only additional investments have been an annual contribution of $1,200/year into my Roth IRA at Edward Jones.

I am now 59 years old. Am I crazy? Or did I just stumble into a EJ advisor who is honest and steered me in the right direction? Would love to hear comments.

Mike Avina and office staff in Eden, NC, have been exceptionally accommodating. I went in with my eyes dilated (unexpectedly) after an eye exam and Mike put huge letters up on his flat screen to help me in our review. His office staff pursued changes in some of my beneficiaries and carefully explained everything before I signed anything. I am so grateful for their continuing care of my interests and wanted you to know that I've dealt with 4 other nationally known agents and never had such wonderful care and attention.

Wow - so I guess my 15 years as a satisfied client of Edward Jones (and the fact they consistently win "highest in customer satisfaction") are an anomaly if all you read were the previous comments. I had been with other comapnies (Charles Schwab, MetLife, Allianz) and some were better than others, but my experience w/ Jones (and apparently with most of their other clients) has been very good.

i recently received a phone call from my advisor just to male sure we were doing alright with my investments and I was happy with everything
these people care

i can always contact the people at edward jones
they are friendly