Posted by Anonymous
Between the fees and percentage charged I got screwed
Edward Jones customer service reviews
Read the reviews below to see the experience other people have had when dealing with customer service from Edward Jones.
11
Jul
20
Nov
Posted by Anonymous
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.
12
Jun
Posted by Klaus
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.
25
Apr
09
Apr
Posted by Anonymous
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.
27
Jan
Posted by Anonymous
I am unhappy with your decisions. I see that the DOL rule has been delayed until at least 6/2019. Each year I transfer monies from my trad. IRA over to my ROTH. Now, I see that you have grandfathered each of my accts. Whether that was done prematurely and/or in my best interests is debatable. On 1 hand, it may keep my A-shares working as before, but on the other hand you are NO LONGER permitting me to transfer funds from 1 grandfathered account to the next. What sense does that make??
17
May
Posted by Anonymous
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,
16
Mar
Posted by Anonymous
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
02
Mar
Posted by Marta Schomer Muth
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.
10
Nov
Posted by Anonymous
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.
24
Jun
Posted by Hippcat7
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.
04
Jun
27
May
Posted by Anonymous
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.
30
Apr
Posted by VeryUpset
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
28
Mar
06
Aug
Posted by Anonymous
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.
28
Jul
Posted by Sell the Advisory Solutions in m
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.
28
Jul
Posted by Chad Fertil
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.
15
Jul
Posted by judy
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.
25
Jun
24
Apr
Posted by concerned
I keep getting phone calls from they claim they are just doing a survey for edward jones. I told them to remove me from the list and the keep calling. I never gave permission for Edward Jones to give my phone number to a out source survey company. I'm really upset that they would do that and what else did they give out? I'm pulling my money out and going somewhere else.
18
Dec
06
Dec
21
Mar
Posted by Anonymous
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.
