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Edward Jones customer reviews, complaints, performance, and rating. EJ Advisory Solutions pros and cons. Is Edward Jones a good or bad investment company?

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Edward Jones Customer Reviews

by Jeffrey Carter, 4/16/2022

Pros: NONE.

Cons: They rip you off

They screw our taxes every year because when my wife went in and wanted to open a retirement account, they set up a mutual fund so that each year she gets a 1099-DIV / 1099-B that shows Dividends and Capital Gain Distributions that my wife never sees and that jacks up our Federal Taxes at least $1000. Whatever the cost is, I'm dumping them next week. They suck.

by Mitchell, 4/4/2022

Pros: None

Cons: Excuses for losses

I only had 69K to invest and in 12 months time they lost 4.2K of it for me. Never again.I am done with investment companies. A simple savings account would have at least got me something.

by lost total trust, 3/2/2022

Pros: Absolutely none

Cons: Absolutely not full service, Don't get you your money for A very long time. Takes 3 people to get one thing done and minimum of a week usually more to do it. Apparently can toss you off to any new advisor and even send your account to A different office that is 30 minutes away with that new advisor that you still haven't met in person.

Suddenly I find my account has been turned to the new guy? Then I find out the new guy has been moved to a different town that is at least 30-40 minutes from the old one. I have never even met this person who is now handling all my retirement funds? I finally speak to him and he is nice while I am answering his questions he HAS to do for his "review". However I asked to sell a little to contribute to A wedding. First they won't just transfer it to my bank account. Then he forgot to ask me if my total needed was net or gross because yes they would take taxes out and now I am short quit a bit. So the mighty EJ has put a check in the mail (how 1990's) and it has been in the mail a very long time. Of course he suddenly isn't so nice. Blamed the mailman and then just said oh just wait A few more days. Sure what does he care! His sudden attitude made me say I was just going to pull my account and he says "fine". So I did not invest with this person or this office. Is it legal to push me and my very hard earned savings to someone I have no faith in and he obviously doesn't want my account. Can I leave with no penalties because they have done this and lost my trust and obviously the first office doesn't care about my account either anymore??? Who can answer all this?

by John, 2/2/2022

Pros: None

Cons: High Fees, Little to no contact, bad returns.

Been with EJ for a few years. I had some money laying around and didn't know what to do with it. Parents had an advisor and figured it would make sense. Later on I started a ROTH IRA. The S&P Returned 26% in 2021 and my advisor managed to only return 10%. The fees are extremely high and my actively managed portfolio is seeing much greater returns than a trained professional. I also emailed them in October to sell my positions and my message was never returned.

by Eric H, 1/21/2022



Terrible company. High fees, 1970s -style trading platform which forces clients to talk to staff (frequently unavailable) and limited research. After 6 months, I'm ditching them to go to Charles Schwab. They believe they can justify high fees with old fashioned "glad handing" BS rather than quality. Put in several sell orders and had to tell "broker" this is my money. Would not recommend these people to ANYONE

by JUDITH, 1/2/2022



Do not under any circumstances use Edward Jones for your investments. I live in the US and my husband had previously lived in Canada and had his funds in Edward Jones. They provided me misinformation causing me to lose about $20,000 when I went to bring it over to the US. Long story short they admitted they misinformed me but do not wish to rectify the situation because they know it could cost me more to fight it. Shame on them for ripping off widows and others.

by Uhlemann (30-yr EJ customer), 11/11/2021

Pros: none, with my current account contact

Cons: Terrible customer service. Can't reach account contact (Roger Weismiller) even when he is in. Antiquated electronic records service

Terrible customer service. Can't reach my account "Financial Adviser" (Roger Weismiller). He is in, but I can't reach him...11 days now, and no reply to messages left with his team associates and via website. I need to move assets now, but can't get it done.

Antiquated electronic records service. Can't download data, just statements for a limited time period

by Bob Mac, 10/19/2021

Pros: He was nice enough

Cons: High Fees and poor recomendations

I had a 120k CD that matured at EJ . I had done my home work and want to put 60k into and ETF and he suggested a bond fund for the other 60K. I did not do any looking into the fund that he suggested and that is my fault. I didn't know that it had a 4.5% front end load on the fund plus a 12b-1 fee of .25% to sell the fund. MY up front fee was over $2700 . At the rate of return on the fund it was going to take over 3 years to get even!! I move everthing out of EJ to Fidelity which was over 1,000,000 dollars. I did even contact the EJ FA. Fidelity did everything I just had to sign some paper work

by lizacat, 9/15/2021

Pros: Haven't done much yet as far as accounts

Cons: His office is over 20 mi. away and he calls me almost every day to try to set up an appointment

This broker says he can set up everything we need. Right now we don't 'need everything'. I have just been in the hospital and have an outpatient procedure tomorrow, and my mother has run out of retirement money. She's in hospice care and we need a way to pay for her funeral. That's all we need, and I can't absorb TMY.

by Marion P, 9/1/2021

Pros: None


At 91, I tried to withdraw my monies to invest elsewhere and my financial advisor felt I was going to have my money frauded from me. Edward Jones called in Elder Abuse Agency and Attorney General’s office and have refused to give me my money. For two months I have demanded my money. My health has suffered greatly over this.

by Andy Moses, 8/21/2021

Pros: Nothing that makes them any better then all the self managed brokers

Cons: Poor communication, Large fee's, cant manage anything yourself

This company is terrible. 

Stole my mother money and wont give it back without me spending thousands on lawyer fees and state bonds that my mother cant afford.  My story starts with me being convinced to transfer the little money my mother has left into Edward Jones without any due diligence on their part.  A little background.  I am an only child who is taking care of my mother who has Alzheimer’s and is in a facility that charges $7500 per month for memory care.  The money is going fast and we need every bit of it to last.  There is no room for error.  All was good for about a year and a half when I got the call that they wanted proof that my mother was incapacitated.  I thought no problem.  I sent the document.  After I did this, Edward Jones froze her account saying my POA is invalid.  No letter, no communication from corporate office.  Here is why these guys suck.  They want all communication to go through your Edward Jones broker.  This poor sap has to put help desk tickets in to get anyone at corporate office to communicate with him/her.  You have to wait days for responses.  I have tried calling the corporate office and they wont talk to me.  In the mean time, they froze my mothers account, they continue to charge her fee’s for manage a frozen account, they wont pay my mothers memory care bills which are over $30,000 dollars.  I want everyone to know, that all maybe good until it isn’t.  These big companies don’t care about the little guy, they only care about themselves.  I will never do business with a full service broker again.  I recommend everyone to use firms  that let you manage your own money.

by M, 6/28/2021

Pros: None

Cons: No active online management. High fees for little service.

10 weeks to settle a 3-way POD inheritance...
Need I say more? Every single transaction with EJ has been a complete Cock-up.
All for a new customer with 7 figures to move into new investments.

Basically you surrender all of your money for an "Adviser" to ignore. No active customer online management whatsoever. I've never once been called to talk about my new investments. So how the heck am I supposed to move money around? 70 days is way too long, heck 70 minutes in most cases is too long.

I needed someone to help out with my moms finances actively, and got nothing from Edward Jones.

by Denise Foehl, 6/28/2021

Pros: None!

Cons: See review below.

We are finally through with Bonnie Thompson, Edward Jones financial advisor in Gilbertsville,Pa. ( Celebrated with a bottle of champagne.)
Very pushy, loud, and abrasive. Wanted to know every detail of my financial business- how much SS and pension I received monthly . Of course I gave her the wrong figures, we are very private and it is none of her business. My partner ( who managed my account) is very knowledgeable about finances— she kept telling him to invest in this account, sell others, etc. All so she could make a hefty commission. I could go in forever about this witch— but STAY AWAY from her!

by Look Elsewhere, 6/21/2021

Pros: None

Cons: Fees, fees and more fees

All my advisor cared about was for me to transfer all my investments to EJ. Nagging door-to-door sales pitch to get friends and family members to join. And then... there are the fees... Our company had the 401k plan with John Hancock (another fee monger!!) and both of them "partners" were like leeches, constantly harassing employees for rolling over IRAs and other 401k. Moved to Vanguard. STAY AWAY.

by Sherry, 6/18/2021



I invested $5,000 and it seems they have "LOST" it!!! I tried to talk to my advisor but he wouldn't talk to me and won't take my calls. I have even written a letter to EJ asking where my money is and they have yet to respond. WHERE IS MY MONEY!!!!

by Tasha, 6/18/2021

Pros: None

Cons: They suck

Ive had money invested for a year and it hasn't done anything. The money I invested into stocks myself has done way better than anything they've done. I don't understand how I with barely any information on how to invest can do better on my own than this company with "trained" employees. DO NOT INVEST WITH THIS COMPANY!!

by TC, 4/19/2021

Pros: None

Cons: lousy customer service

They act as if it is their money, not the client's. Customer service is non-existent. They won't even send me a 1099 form that I need to file my tax return.

by Gerald Lee Van Solkema, 3/3/2021



Bryan Melton and his staff in Grandville are very competent. They listen to our long term plans and have made excellent selections. If we have a question, they are quick to get back to us.

by Bonnie, 2/28/2021

Pros: Personal attention by a dedicated advisor and office staff who have always had my best interest at heart.

Cons: none

My experience with my FA (Mike Hansen, Muskegon MI) and his assistant (Tammy Vrosh) has been exceptional. My investments have done very well and Mike/Tammy are always responsive and give sound financial advice/opinions.
Accordingly, I have no qualms with giving them and EJ a little of the gain for doing such a great job of making my money work for me. I am too busy enjoying retirement to have to constantly spend time managing and worrying about my investments...I am confident that Mike and his team will make sure that I can continue to live my best retirement life with a nice little sum left over for my heirs.

by Anonymous, 2/27/2021



Edward Jones are white-collar criminals - stay away.

by ronnie m cox, 2/22/2021

Pros: none

Cons: these people aren't brokers

these employees are just that employees i've been with them 7 yrs and learned the disaster i got myself into. since i got no correct information from the four people that represented me and lost money on their suggestions, i left the co last year and started trading myself, now i can't even get correct tax papers

by James H. Reza, 2/14/2021

Pros: My broker is Dale Holifield and he always is looking for me to make money/

Cons: none.

I just recently hit close to 500,000 bucks. Not bad for starting with very little some few years ago.

by Bob, 2/8/2021

Pros: Offices nearby

Cons: High turnover, inexperienced advisors

I've had 3 advisors within 2 years. Each one told us that they don't know what happened to the last advisor but they are there to "partner with us for life". What a joke, it's like the teller line at the bank. Take your money somewhere else.

by North Texas, 1/28/2021

Pros: Friendly staff

Cons: WE were not informed on several trades.

Our money did NOT grow due to the forms of investments used. They lost us a large sum of money while the agent still made a hefty salary from our funds. STAY AWAY.

by Lloyd Bing, 12/9/2020

Pros: Not much positive

Cons: She is very rude, over talks me! Insults me, then lecture me!!!

I will not give this woman any more of my money! Take my money and run!
I will go to their competition.
Bye Kristi

by Brenda Henson, 10/23/2020

Pros: NONE

Cons: Good sales people, knows nothing about making money

DON'T GIVE THEM YOUR MONEY. YOU WILL BE SORRY!!!!!!!!!. I AM. My husband's account sat at the same level, gaining and losing at the same level. After I started managing it myself, it went up $5,000 in a month just by getting rid of the stupid mutual funds that was dragging down the account. The mutual funds he was making the least amount in, they had the most money invested in. His account was all mutual funds and 1 stock. Pay attention to your statements. I didn't and found out a lot of interesting things when I woke up. They put me in a lot of mutual funds with a high front load fee and high managements fees and low returns.

by Satisfied, 8/10/2020

Pros: My EJ agent is great. She told me up front what my fees were going to be without my begging which none of the other firms I interviewed would do at all. And she tells me with every change what it's going to cost. And my return has been better than expected for the past 8 years and much better than the other 2 firms I had before.

Cons: No cons with the broker, but the Edward Jones website was not user friendly when I started with them in 2012 and the most recent changes they made have rendered it practically useless. My agent however does a special report for me monthly!

Website sucks!

by Plurimus, 7/19/2020

Pros: Friendly guy. About as knowledgeable as anyone else. Not aggressive.

Cons: Fancy digs, presumably from fees

Jones model discourages trading, promotes investing. Dividend growth investing has worked well for us. 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. We have 3 types of accounts; IRA, Roth IRA and Single. All are doing +7% average compounded annually over the long haul (>15 years). Single account throws off +50K in long term dividends. So we cannot complain. Perhaps we could have done better, but we slept well at night.

by Damien, 7/16/2020

Pros: Very responsive and friendly

Cons: extremely expensive fee structure

My wife and tried putting a portion of our IRA with them and after 9 months I had to get it out. Although we are young and signed up for the most aggressive and high risk growth strategy, our monies were put into very safe, low growth equities and bond funds. But at the same time they charge several hundred dollars a month regardless of your returns. So we ended up losing a couple of thousand dollars to their fees, while seeing very anemic growth. I'm not really sure why anyone would put their money with them. Unless you are just ignorant and don't really know any better, like I was. You could rent or buy a mattress for a lot less and stuff it under there. Lol.
It was a life lesson learned. Fortunately, once I came to my senses and got my funds back into Fidelity, I was able to make a few basic trades and regain much of what I lost with them due to their enormous fees. Lesson learned.

by Corey, 6/23/2020

Pros: They steal your money, so they get rich.

Cons: Everything. criminals. Steal all your money

Horrible. Never tell you before they steal your money too.

by Robert, 4/20/2020

Pros: There a parking lot for money

Cons: There a parking lot for money.

You can not expect any adviser to know the future. If your a risk taker tell them to put your money at risk, if your not tell them to but your money at low risk. Trust no one unless they prove your trust, and then still be carefull.

by mandy, 3/26/2020

Pros: growing investment long term

Cons: way better alternatives that are not as expensive

These "financial advisors" have their own interest in mind (aka how they profit off of your account). Yes, you will make money long term, but you will make a lot more with another company.
There are better options than Edward Jones (Edward Jones charges expensive fees and profits a lot). I would recommend alternatives such as TDAmeritrade or Ally Invest. I regret having my money in this company, who is currently holding my funds hostage when I try to withdrawl them.

by Stephen Brown, 3/7/2020


Cons: Broke rules split my family

They handed out my RESP with photocopied permission forms. Emptied it without my concent
If I charge them my son would be prosecuted as well. What parent would do that but it put a wound between us. The trust for E Jones gone and they still charged me a ton to remove the rest of my investments. BEWARE. NOT AS ADVERTISED

by karin, 2/21/2020

Pros: I just had my first visit. The advisor very friendly but struck me as a pushy salesman, wants ALL my accounts

Cons: I do not personally know anyone who invests with EJ. I left EJ office feeling very unsure. After reading all these reviews i am now flat out scared.

My gut is telling me to get my check back and run like hell. Should I?

by Kim S, 1/26/2020

Pros: Great service,get to know you personally, in for the long haul


My experience of over 20 years with same advisor and location at Edward Jones: My wife and I were able to retire much earlier than we had planned because of our investments with Edward Jones. We have worked with the same advisor and staff the entire time. We consider them our friends and hope the feeling is mutual. We have invested mainly in high quality (American Funds) mutual funds. American has a large diversified family of funds (equities vs bonds) that allow you to adjust your asset allocation without charge. And once you reach one million in invested funds, there is no load fee-only fund management fees that are low. We also own other mutual funds and some individual stocks. This is not a firm to use if you want to do a lot of trading. Our advisor actually turns down clients if he feels they will be doing a lot of buy/selling individual stocks because he knows they will not be happy. It is best for those investors who want to buy and hold quality investment vehicles. My advisor presents options for us at our meetings. He encourages us to make choices based on our risk tolerance and that which allows us to sleep well at night. 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. 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. If you are a patient investor who doesn't mind the buy and hold philosophy, Edward Jones is your company.

by Doug Texter, 12/25/2019

Pros: Reachable, willing to talk about alternatives, personable

Cons: A tad too behavioral finance oriented, a bit expensive

I've had part of my money with Edward Jones for about 7 years. Honestly, I've made a fair chunk of change. But we've been in a bull market and I consistently invest every month. I've found my advisor to be willing to talk about the full range of investing possibilities. In general, I've found him pretty good. Yes, EJ is a bit expensive, but so far the cost has been worth it. Let's face it. The financial services industry is out to make a lot of money. And they do. But I've worked with people at TIAA (my employer sponsored plan) and Northwestern Mutual. I also invest at Vanguard. Vanguard is the cheapest. But I just use index funds there. TIAA products are ok, but their WMAs are predatory. Northwestern Mutual is a glorified insurance company. In comparison to NW and TIAA, the person I work with at Jones is pretty good. Yes, they're all after AUM in the final analysis, but I haven't found EJ to be terrible in any way.

by Nick, 12/20/2019

Pros: They make themselves a lot of money

Cons: High fees, hidden fees, closing account fees, yearly fees, annual fees, high expense ratio funds. The advisors get wined and dined every week by different fund managers to get the advisors to sell their fees.

So many fees. It’s an old company in a new world.

by G. Laing, 12/13/2019

Pros: Professional, Accessible, Open to Suggestions


Before you read a negative review and think wow, I'm not going there, remember that all advisors are independent. Just because someone had a bad experience with their guy doesn't mean they're all bad. I've been investing with Edward Jones for just over a year now and I have found my guy to be everything stated in the Pros. He will call me with recommendations and I can follow them or not - my choice. I can call him with recommendations and he'll give me his honest advice. At the present, he's considering several stocks I've shown to him LOL!!! Don't be swayed by a negative report. Find a local office and then find people who have dealt there personally. Don't paint all Edward Jones advisors with the same paint brush.

by FFB, AR, 11/17/2019

Pros: Easy access

Cons: Not willing to work with you unless you INSIST.

Moved cross country and moved my EJ account to new area. Previous advisor was good. This one told us right off the bat "I tell ALL my new investors to go with American mutual funds". Really? Everyone? I said ok but I don't want to invest in overseas companies. He acknowledged my request and, wouldn't you know it, 24% of these mutuals were foreign stocks! Tells me you don't have the knowledge or the work ethic to do your job to the best for your clients. Was not making what I thought I should and with an election coming up, I wanted to get out of stocks. He said "if you want to go against your FA's advise". I said MOVE IT! 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. DRIVING HIM NUTS! (I hope).

by Chuckster, 9/30/2019

Pros: Nice fancy office!!

Cons: Fees, fees and lots and lots of hidden fees

My wife talked me into trusting Edward Jones. Silly me did not do my research as I should have.
I told my wife our "advisor" is nothing more than a glorified salesman. She didn't see it that way, but you can't B.S. and old B.S.'r.

I was promised by the salesman that our account would be an incredible amount within 10 years. I was in total disbelief from the wild statement and I became immediately on guard.

Year one passed, markets thru the roof and we are not making money. Confront the advisor at a meeting and he gets really mad. Now I know what's going on, but I don't trust anyone else nor know what the heck to do.

I spent the next 18 months and find a great advisor. Edward Jones turns nasty when accounts are transferred! Fees are spiking and they hit $95 withdrawal fee on every account.

DO NOT INVEST WITH EDWARD JONES!!!! They take your money with LOTS of daily tradings to up their commissions and they are making a TON of money that is YOURS. I'm glad I'm done with this company.

by Clete the Boyer, 9/28/2019

Pros: Knowledgeable about certain aspects of investing

Cons: Wanted to put me into an annuity

I have been very pleased with the advice and service offered by the agent I have with Edward Jones. Appointments are easy to get and confirmed by E-mail and phone the day before the appointment date. I have been with them only about a year and based on their advice by investments have grown by a little less than thirty percent. 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. The only advice that I did not follow was to invest in an annuity. I already have one and do not need another.

by J.R., 9/22/2019

Pros: Professional and very helpful

Cons: None yet

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. In the past 8 months I have been with them they have returned almost twice that to me on my investments!
How could you possibly complain about that?
Amy Patton in Overland Park is terrific!!!

by cw, 9/21/2019

Pros: only offered possibilities of buy and / or sells. never any pressure

Cons: none

i started with an advisor that was just starting with ed jones about 40 yrs ago...all decisions were made with mutual agreement. with an exception or two, everything has been a positive advance..have retired very comfortable with my account. it’s your money, so just don’t settle for being directed somewhere you don’t want to go..

by Thomas, 9/10/2019

Pros: NONE

Cons: Money Grabbers!

F.A. didn't know a dam thing except how to take my money! Stay away from E.J.

by suckered, 5/30/2019

Pros: NONE

Cons: everything has been a CON with them. Was told the Franklin Funds I have our volatile and I need to move my money into

Was told the Franklin Funds I have our volatile and I need to move my money into more stable funds which I believed them. In a matter of a few months now I have lost 10% while the Franklin funds I had my money in have gone up over 10%. You would be better just going to Vegas and betting on red or black rather than taking advice from an Edward Jones financial advisor.

by Maxrates, 5/26/2019

Pros: Knowledgeable, very helpful, full service

Cons: none

Great company to manage retirement accounts

by Bill, 4/11/2019



I am ok I guess been with 3 yrs started out with about 225 have spent 50 and still have 215

by Carl R, 4/1/2019

Pros: None

Cons: All cons. It's a con game

I had a broker who wanted me to invest my portfolio with him, and he sold me a few plans but I wanted to back out. I had one remaining fund with him, and he ordered me to pull the fund out and invest it elsewhere, because he wasn't "making enough money from it." These are simply sales people, nothing more. They make no bones about the fact that it's all about them making money, nothing for your own benefit. They have nothing of value to offer. They will meet with you and talk but that's not worth the money you lose. This business model should be against the law. People can invest on their own without paying loading fees and commissions to middlemen.

by Jake, 12/23/2018

Pros: My adviser is very knowledgeable and trustworthy. He has been available any time I need to talk. 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.

Cons: I don't have any complaints.

I've read a lot of reviews online about EJ. Their overall ratings are low. Many complaints are about the individual adviser and how he/she is not reachable or knowledgeable. My personal experience has been the opposite. Maybe I got lucky and have one of their better advisers.

Another major complaint from others is about the fees. It sounds like many reviewers don't like paying fees and therefore should not be with a full-service brokerage firm like EJ. I'm an absolute idiot with finances and have made nothing but wrong decisions for the past 25 years which has cost me dearly. So I don't mind paying someone to manage my money. 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. 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. And financial advisers don't work for free. Therefore, I don't think it's fair to vilify them - unless they are actually scamming you against your own interest.

by trusting, 11/8/2018

Pros: good at taking your money

Cons: poor attitude

I just read all of these reviews and everything just clicks, these guys are trained to take your money! Anything you make or have they get close to 2% my average over the last 10 years is less then 3% Hmmm.. I get 1% . I told him I was going with someone else. He got so upset and rude, I offered a hand shake and he said he would not shake my hand! Then he said I was going to get charged 5% for withdrawing my money.......Don't trust these people like I did!

by Ron, 11/4/2018

Pros: None

Cons: Poorly Run

Recently, my father passed away and most of his investments were with Edward Jones. He had told me his wishes regarding how he wanted his estate settled including his monies at EJ. After his passing, I discovered that EJ did not have the correct beneficiaries on one account and another account had no beneficiary at all. The second account will be going to probate court.

Additionally, I have filled out paperwork on four different occasions with one document asking for consent to jurisdiction. Seems like an odd request for an inheritance, of course, unless EJ mismanaged two accounts. I just received my fifth set of documents in the mail a few days ago.

It's now been over two months since my father's passing and the completion of the first set of documents. We are still waiting for the first disbursement of any of the funds.

by Jerry Town, 10/13/2018

Pros: Nice guy

Cons: It’s all about monthly commissions. Not a lot of talent in selecting funds to make you money. No wonder a chimp can pick better stocks randomly then a we’ll seasoned broker.

Way to high commissions!

by Terry Stone, 10/12/2018

Pros: Knowledgeable, competent

Cons: Stresses funds emphasized by Edward Jones agency, Advisor for Advisory Solutions churns too much

Advisory Solutions' advertised return range has been much less than advertised although respectable. Nothing was said about index funds and I had to find out about them rather late and by trial and error. They seem to be best for me.

by Priya, 10/10/2018

Pros: Bigger cheaters

Cons: loot money

Hi, It is a big cheater company and they will do loot your money behind you.


by Sri, 10/10/2018

Pros: Nothing

Cons: Wasted my time and cheated tons of my hard earned money

Hi, Please don't invest in Edward Jones and never trust them. I purchased the municipal bonds then they told me there is 2% mark up price then I said ok.

Now Every day there are showing loss of huge amount, when I asked them about the breakdown of the loss then they told me that they can't disclose it.

I told him to sell the muni bonds then they had given 5% mark down price.


by Steve, 9/14/2018

Pros: Local Rep

Cons: Edward Jones practices, Guided Solutions

I have (Soon will be moved) and a Guided Solutions account, haven't really like the way Edward Jones urges you to invest a certain way, or else you get out of alignment. Wanted to make a trade today, 9/14/18 and since my rep was out I called the 1-800 number. After being on and off hold for over 30 minutes they told me I couldn't, they couldn't do the trade. The reason was a couple of weeks ago I asked to get out of my Guided Solutions account and since I'm not out of that account yet, don't know why it takes so long, they wouldn't let me make the trade. My money, my account and I can't trade. 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. Might as well move everything to Charles Schwab, what I have moved had done remarkabley better than anything I left at Edward Jones.

by anonymous, 8/15/2018

Pros: None

Cons: Everything

I recently had my meeting with my Edward Jones representative in Halifax NS and was very disappointed with his demeanor towards the amount of money I was willing to invest, referring to it as a 'small' amount. As a young woman, I did not appreciate him speaking to me about the $10,000 I was willing to invest like it was just enough to buy a coffee with. Saving that amount of money in a growing economy today is not easy and his reaction was very degrading to how much effort I put in. I will never be dealing with Edward Jones again.

by DJ, 6/19/2018

Pros: None

Cons: Everything

Inherited account from death in the family. FA talked with us but explained only a small part of how their investments work. Worked with them to sell and buy a few stocks. Was told each transaction fee was $50. Come to find out, the $50 is only a minimum. The fee is actually 2% every time you sell or buy. These fees are never shown in your portfolio and are always hidden, no itemization of them at all. You can't tell what they actually charged you without having to do a whole lot of math. We closed the account being charged a whole lot of money in fees just to do that as well. Will NEVER EVER do business with EJ ever again. Major rip off.

by Liz, 5/18/2018

Pros: Congenial advisor with great customer service

Cons: Holy cow - the commissions!

I inherited an account from my grandma that was with Edward Jones. 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! I needed to sell the stocks and move them to another account, so I asked him to liquidate everything. He told me there would be trading fees and commissions, and I approved that since I needed to move the money. The commissions and fees were over $1000! Here's an example fee: on $750 of principal, I was charged a $4.95 transaction fee and $50 commission. 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. If the money had been at Vanguard, it would have cost less than $100 ($7.95 per trade) to sell the stocks. Thirty years ago, having a financial advisor that gave you stock advice may have been a good deal for my grandma, but now that we can look up the performance of any stock online and trade commission free at other brokerages, I wouldn't recommend the Edward Jones model.

by James H. Reza, 5/5/2018

Pros: Looks for ways for me to make money and tells me when he made a mistake in my investments.

Cons: None

I had 10 grand in cash at home and asked my EJ if he could put it to work for me instead of me taking it to my bank where the 10 grand would make nothing. He said he had a fund that paid me 4 percent or a little over and if I needed some cash he would send it to my bank the next day. I now get about 400 bucks a month and the fund has grown to 65 thousand. Not bad.

by sue, 4/7/2018

Pros: There's a branch office in every strip mall

Cons: Someone has to pay for all those branches (mostly the customer)

I think that If you have a good F.A. who is looking out for you and knows how to invest, you can do reasonably well. Your returns won't necessarily be pegged to the S&P, but you will get reasonable returns in an up market.

There are reasons why institutional investors don't use E.J.. They are too expensive.

Their robo-advisor is not a bad product, but, because of all of the fees associated with it, I got much better returns from my Fidelity Go account.

Fidelity has more explicit statements, and it's easy to obtain the information that I had been asking my E.J. advisors for years: what are my expenses? what are my market returns? what are my personal returns?

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. E.J. never responded to my inquiries on this subject. They never did give me any accounting for why, in an up market, I lost 30% of my portfolio. In fact, one advisor simply issued the 48-hour notice that if I didn't find another F.A., he was going to sell my assets. (You do not want E.J. to sell your assets, because they will charge for the sale. One lawyer told me that I would probably end up with about 20% in sales fees.) They will use the fact that they are capable of selling your assets to intimidate you into buying products.

E.J. F.As also dislike it if you don't return their phone calls to buy products. If you have a sizeable sum of money, they will hound you, sometimes calling you several times a day. Feeling intimidated by the fact that they could apparently sell my assets without warning, I returned their phone calls. One of my brokers told me I was incapable of managing my money when I wouldn't buy an annuity from him.

The brokers at E.J. are bullies and con artists.

Unfortunately, I haven't found a good solution to how to manage a large sum of money--now significantly reduced by terrible investments.

by sue, 3/31/2018

Pros: Easy to work with; full service broker

Cons: Too expensive; your F.A. is only motivated to generate income for E.J.; commission-driven; branch offices can pass you on to another branch without explanation.

I have written several negative reviews of E.J.. However, after dealing with other firms, I'm not sure that E.J. was as problematic as I thought. The problem is that your F.A. is driven to produce commissions and to sell you products.

In four years, in spite of a very strong market, I lost about 30% of my portfolio to really bad investments. (Oil and gas pipelines.) My money, invested in index funds, would have tripled in that time.

After working with my fifth E.J. broker, a trainee, I finally moved everything over to Fidelity. I moved it "in kind."

I've been with Fidelity for just three months now, and I finally have some peace in my life. I was very concerned about going the self-managed route, but, for now, it appears to be a workable solution. The stock market has been mostly down since my move to Fidelity, but my investments have hardly been affected. Had I been with E.J. at this point, I probably would have done much worse.

E.J. is not unlike an MLM scheme. I'm surprised that the SEC allows this company to get away with apparent fraud. They try to sell you products that will make them money; that's how I got put into oil and gas pipelines that melted down. I'm thinking of hiring a lawyer to try and recover some of the money.

As far as finding a great advisor who is honest, smart, and is willing to act in a fiduciary role...I have no advice to offer at this point. I have studied the problem for the past three years. I interviewed more than 30 fee-based, fee-only, and commissioned advisors, only to feel more confused than ever. I got referrals from friends, through neighbors, and through my business connections. I always left the meetings with the advisors feeling as if I was being conned.

It's extremely discouraging. I even thought about turning everything over to my TSP manager, who was doing well with a much smaller amount of money.

So, for now, I am managing my money on my own, which I would not advise the average person to do.

Fidelity is a great company for do it yourself investors. They have all of the resources, but, in the end, you are on your own. So far, the investments I had at E.J. are performing reasonably well.

by Tom JOnes, 3/25/2018

Pros: Very honest worked well with my portfolio

Cons: Didn't always return phone calls and emails

I have been working with them since 2009 and have had great returns. Everyone should work with edward jones!!!!

by K. Anderson, 2/28/2018

Pros: none what so ever

Cons: clueless

They try to have lots of letters behind their name but that means nothing. The E. Jones rep I just ran into is a CFP and cannot do the paperwork nor does he understand the way to handle the case. Sad that this company works the way they do. Clueless in Brenham Texas.

by Joseph Boucher, 2/11/2018

Pros: They have nice offices.

Cons: They are money hungry thieves that will resort to Harassment and violence if you cancel your accounts with them!

My mother in law had and account with Edward Jones but had to close out her account with them to pay for her husbands funeral services. Her adviser, Ulana Berenda Emerson who works out of her Port Jervis, N.Y. office became very nasty and started harassing my 66 year old Disabled mother in law over the phone and via Facebook. 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! My mother in law actually had to file for, and was granted a restraining order against Ulana Berenda Emerson in family Court in Orange County, N.Y. We contacted Edward Jones about her conduct but never heard back from them about the issue! The court case is still on going! She also took and used personal information from other family members to make bogus accounts to boost her quota's! We are still trying to get Edward Jones to investigate this issue but they don't seem to interested in helping us since we are "No longer account holders with their company"!

by Jack, 1/31/2018

Pros: Large company

Cons: Self serving agents

You can make much better money and investing choices than sticking with Edward Jones. They are ultra conservative investors and have mismanaged my funds for years. I lost a small fortune doing business with them.

by Rose G, 1/17/2018

Pros: Cares about my money because if I make money so does she.

Cons: Somewhat lacking in investment knowledge in some areas

My biggest issue with Edwards Jones is they change advisors too much. I've gone to the same office for 20 years and I'm on my 5th advisor. This one seems unclear on some things but she asks higher management if there is an issue so I am OK for the most part. I do not like this new fee rollout for this year. I never bought and sold much so my fees were pretty low, now they want over 1% a month. Seems high to me. Where I use to pay around $500 a year it will now cost me $2300. YIKES!!!

by Dale jennison, 10/23/2017

Pros: Very knowledgeable about where our investments should be after just retiring

Cons: None

Have been with Edward jones for many years. They have helped me out during the good and bad times

by D. Stacy, 9/23/2017

Pros: None

Cons: Never helped, never met, just phone appointments

Absolute rip off. I'm veteran senior citizent and wanted to close an old 401 account of around $400.
They are charging me $140 to close account. Rep was not helpful just wanted to close the account and move on!

by Patricia Mark, 8/19/2017

Pros: Friendly and nice BOAs

Cons: Broker is clueless and only concern about fees

This company is a total and unequivocal ripoff. They are only concerned about fees and not the client's best interest. I have invested a relatively small amount with a jones advisor here in DeKalb County GA and he is a total con artist. Made me by 7 different mutual funds all invesco and with load fees of 5.5%. This particular advisor has no idea what he is doing - none.

by Helen, 7/22/2017

Pros: Andrew Cottrell provided fairly good financial advice most of the time.

Cons: He passed our account off to another advisor for no specific reason.

It would have been nice if Andrew Cottrell would have met with us in person to explain his reason for passing us off to another advisor instead of just notifying us by mail and moving our account.

by Robert Melvin, 7/19/2017

Pros: Monthly non-sales presentations by other brokerage firms to discuss yearly market projections, willness to listen, willing to work with my schedule

Cons: No two Brokers or investors are the same - it sounds that it's sometimes a challenge to find a good Broker

Over the past 15 years I have generally been pleased. I've been sold a few dogs, but most investments have made income so that I can live off the interest and not touch the principal. Though in the back of my mind, I think it could be better. The trick is diversification. I've been pleased with the performance of the American Funds that I've been sold. Though I'm concerned that AF does appear to be a main commodity that EJ sells; only recently there's been a gradual shift towards Hancock and Franklin. I've had few calls for buys, but I have had calls suggesting to sell. I did have an issue with my Lincoln Annuity; the fine print clause is buried deep in the Lincoln document that neither I nor my Broker was aware of, it will take 2 years before I can start withdrawing money. I blame Lincoln. As for fees, no matter how often we discuss this, I'm still concerned.

by James H. Reza, 7/17/2017

Pros: Great investor at my Ed Jones

Cons: none

This year I've hit over 300,000 in my Ed Jones investments. Not bad for having started with only 6 grand years ago and it has grown steady ever since. Yes, there have been some down times by mostly up!

by Jack, 7/15/2017

Pros: None

Cons: No degree or finance experience necessary. Fake friendship, homey small offices, heavy community involvement to win trust.

Beware! My neighbor just quit and is warning everyone. She is one of many. They have fought against the new regs designed to protect consumers for years. Now that the regs have finally gone into effect(watered down and delayed) they are asking customers to sign away their rights. Want you to ok in writing their conflicts of interest so they can put their commissions first and not do what is best for the customer, as they have for years but it is no longer legal. They are so blatant, but so friendly while they're doing it:) It is not worded so many understand it, and many don't read what they so cavalierly ask you to sign. They immediately distract you in such a friendly way from reading. Research their history and business model. They especially look for seniors and single women who trust them, then gouge with fees and high commissions, many hidden. Try getting a straight answer about fees and commissions. Then as a last dig, when you wise up, they charge to transfer your money, which most companies do not. They have huge turnover because some people still balk at setting aside morals and ethics to line their, and company, pockets. 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. By the way, if you retire they fight against you drawing any more money than required by tax laws and want you to live on Social Security (after working so hard and saving all those years) so as not to cut into their money.

by Pat Leeper, 7/11/2017



Not happy with this company at all losing losing ! Won't even come out even at the end of the year will probably end up owing them money !

by Frank Crowley, 6/27/2017

Pros: Friendly, down-to-earth

Cons: Sales and fee-driven, they do NOT act in the best interests of the client

Edward Jones is commissioned based and therefore investment "advisers" are no such thing; rather they are sales people steering the client into a high-commission investments that will yield immediate compensation for the firm (and of course, themselves), but not necessarily benefiting the client. Sometimes the cost is hidden, built into the return. For example, a fund might earn a healthy 10% per year but because Edward Jones skims off 2%, you will only see 8%. In a high flying year where virtually all investments are rocketing, the 8% still looks good. However, the 2% charge is assessed even if you lose money in other years, making the loss all the more painful. Sometimes the agent will steer you to an investment vehicle that pays Edward Jones a kickback for the sale, unbeknownst to you. 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. Most other firms charge about a $4.95 flat fee for any transaction, any amount. You owe it to yourself to do a little research on this firm and learn about the "best interest" requirement that the Department of Labor finalized in 2016. That requirement forces investment advisers such as Edward Jones to act in your best interest and yours alone, not theirs. Surprised that they don't already? Join the club. Edward Jones fought the requirement with all their might and dollars. Most firms are now on board with meeting the requirements, but Jones is not. Just google "best interest" and "edward jones". You will not want to do business with them.

by Dennis Stine, 5/17/2017

Pros: See below

Cons: See Below

It all depends on the individual you happen to pick as an advisor. Our first advisor was very inefficient and left the company. He was replaced by the , in my opinion, best advisor we could have. Constantly calling with updates and suggestion for our benefit. 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. Also his assistant (Office Manager) is great. Our advisor is located in New Castle Pa. and I dealt with him for years before I met him. No regrets. I live in Shippensburg Pa.

by Caroline Akt, 5/5/2017

Pros: Was good until...

Cons: Dropped with no warning and given to another broker.

Investing in stocks is outside of my comfort zone. I took a leap of faith and trusted a broker with whom I felt comfortable with. After years with that broker received a letter indicating my account would be transferred to another broker in another office. No new # to call just an address to a vacant house???? Moving my money ASAP.

by Robert pence, 4/25/2017

Pros: None

Cons: Everything

Will fee you to death. Invested $49K over a year in mutual funds, made only $500 and paid $650 in "management expenses". Constantly trying to convince us to buy an annuity - big commission for him, disaster in early cash out.

by Todd, 3/28/2017


Cons: High fees

High fees withdrawal fees they made more money of of 110 k investment than I did

by Ron Turnbull, 3/19/2017

Pros: None

Cons: Extremely poor recommendations; EJ analyst recommendations are extremely poor

The whole business is predicated in using your money to make them money, regardless of the risk that puts your portfolio at. I had managed my whole portfolio for 20 years before I switched over to EJ. Huge fees on every transaction compared to what you could do on your own. Several of the stock recommendations that they made went completely bust, many others were dogs. I reviewed the recommendations that they made for me and the stocks that they purchased on my behalf some 9 years later. I would have had significant losses had I held these stocks; more than the huge hit I already took!. The advisor bases his recommendations on the company's analayst's recommendations which of course EJ has a vested interest in selling. They completely invested me in stocks just before the 2008 debacle.... and made me pay for it in so many ways. The best thing I ever did was telling them to go fly a kite and took my portfolio out of the reach of their greedy little hands. Funny, the people who give EJ a favorable review have never experienced a downturn. 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.

by Pam W., 3/10/2017

Pros: *Professional/effective communicator *Excellent assessment of client's financial goals *Amazing Sr. Administrator Terri Volpe


Dave is an experienced, highly skilled investment professional. He takes the time to get to know his clients so he can help them reach their financial goals. His depth of knowledge enables him to make solid recommendations and suggestions that will best serve his clients. Terri is a remarkable Senior Administrator who provides outstanding support to Edward Jones clients.

by Sabrina Magtolinia, 3/6/2017



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. Horrible management. Edward Jones needs to run credit checks and full drug testing on all their employees. They are theives.

by S. M., 3/6/2017

Pros: NONE

Cons: Bought the wrong bonds and did not notify me of the withdrawal fees for bonds.


by Russ bloomer, 3/2/2017

Pros: Best financial planner on the planet!

Cons: None

Best planner on the planet. I could retire today because of Jay Zahran!

by James Reza, 2/3/2017

Pros: Great

Cons: None

I usually accumulate several thousand dollars in my bank account yearly and I asked my EJ account if I could invest it in some account in EJ. He told me he had an account that paid 6 percent and if I needed the money he'd send it to my bank the next day. Today, the account has grown to 50 grand and I get 278 bucks a month! Sure beats me having my money in the bank. However, I keep some in the bank to pay monthly bills!


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Leading U.S. Brokerage Review Websites About Edward Jones

"The primary selling point of Edward Jones is their broad network of local offices. In most parts of the U.S., there will be a Jones office not too far from where you live. If face-to-face interaction with your brokerage firm is important to you, Jones is hard to beat in terms of convenience... The biggest drawback to having an account at Edward Jones (and the other “full-service” brokerage firms like Merrill Lynch and Wachovia) is that your financial advisor is paid on commission. Specifically, Edward Jones financial advisors earn money when you buy or sell a stock, buy a bond, or buy a mutual fund that charges a sales load... In most cases, if you feel that you need a financial advisor, I’d suggest going with one who charges a simple hourly or annual fee rather than one who is paid via commission. By using a fee-only advisor, you’ll get unbiased advice, and you’ll likely reduce the overall costs on your investment portfolio."


"Edward Jones is a full-service broker. A full-service broker is someone who not only provides the capability to invest, but many other things like tax advice and retirement planning, as well as extensive research and knowledge. Their investing policy is pretty straightforward, so you can be sure you’re not only getting the best service, but gaining some knowledge of how to invest along the way... You’ll also have to pay a yearly account fee of $40 for all retirement accounts, which can either be withdrawn directly out of your investment account or your bank account... This makes Edward Jones an expensive option compared, but if you need the extra guidance and full-service features, then this could be a good option until you learn the investing ropes for yourself."

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