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Edward Jones Reviews (248)

• Apr 04, 2024

recover lost funds
This broker is a scam if only I had read about them before going into trade with them. 😡 they keep telling me to deposit more of my funds.. After I read about them and concluded and decided to reach out to Mrs. HARPER after I read so many reviews on how She has helped a lot of victims. Well, I am glad Mrs. HARPER was able to help me recover my money. You can get in touch with HER on their company mail
Email: harperjamesplatform @ g mail com

Edward Jones Trust is not reputable and WILL lie to you.
My brother and I are beneficiaries of a trust for our Mom. We had to switch to EDJ because the original trustee Wells Fargo had refused to accept the role of trustee. Upon first introduction of the trust department we had very little to any communication at all from the trust dept, Jennifer Delbert was awful. No communication consistent misinformation and outright lies. One of which was which we were told that all assets must be liquidated into the trust, including a small condo which Mom wanted to stay in the family. Her and Brandi Hill bullied us to sell the property and we refused. They said it had to be sold under the terms of the trust. After talking to a fiduciary attorney, not only was this untrue, but he strongly advised us to research a new company which we did and they happily allowed the property to reside in the trust. We decided to move the trust over to a better fit and shortly after found put more lies. There were 400k of an annuity which had supposedly been transferred to EDJ but we found out no one at EDJ had even reached out to them let alone managed the asset. Upon moving Edward Jones charged us a 29,000 “fee” for their “services” over 5 months including fees on the 400k of the annuity that was never even transferred into the trust. These people are a conniving group of money hungry liars. Never a thought to give a service, just after a commission and a fee. Beware people, there are far better options out there in a smaller family oriented firm.

TO WHOM IT MAY CONCERN: RE: COMPLAINT # [redacted] AS PER MY CUSTOMER'S COMPLAINTS- MY REBUTTALTHE FLASHING THAT WAS LOOSE WAS GABLE END FASCIA METAL THAT MUST HAVE COME LOOSE WITH ALL OF THE HIGH WINDS WE HAVE HADTHIS HAD NOTHING TO DO WITH THE ROOFINGTHE STREAKS ON THE GUTTERS ARE CAUSED BY ACID RAIN NOT IMPROPER INSTALLATIONTHE LIGHT WAS OLD AND BRITTLE AND THERE WAS NO EVIDENCE OF IT BEING BROKENTHE SIDING WAS NOT CUTIT IS OLD ALUMINUM SIDING THAT HAD NO J-CHANNEL ON BEFORE WE DID THE ROOFTHE TAR ON THE SIDING WAS NOT FROM ANYTHING WE DID WE HAVE TRIED SEVERAL TIMES TO FIX THE ISSUES AT HANDAPRIL 20TH [redacted] WENT OUT TO MEET CUSTOMERCUSTOMER SAID HE DID NOT WANT TO TALK TO HIM HE JUST WANTED TO TALK TO MEMAY 2ND I HAD MY ROOFER CALL THE CUSTOMERS TO GO OVER ANY ISSUES (NO RESPONSE)I ALSO LET THEM KNOW THAT OUR ROOFER WOULD BE CALLING THEMAPRIL 15TH TEXTED THE OWNERS TO LET THEM KNOW THAT VINCE WOULD BE OUT TO CORRECT ANY AND ALL ISSUESCUSTOMER TEXTED ME BACK TO SAY " DON'T HAVE VINCE STOP BY" THEY WERE GETTING ANOTHER PROFESSIONAL ROOFING COMPANY IN TO GET THEIR OPINIONON JUNE 5TH I TEXTED THEM TO LET THEM KNOW [redacted] WOULD BE OUT TO FIX ANYTHING AND EVERYTHING THEY WANTEDOWNERS TEXTED ME BACK SAYING " WE ARE UNDER CONTRACT WITH ANOTHER ROOFING COMPANY TO FIX OUR MISTAKESAT THAT TIME I ASKED THEM TO EMAIL ME THE OTHER ROOFERS FINDINGS AS WELL ( NO RESPONSE)ALSO ASKED THEM TO EMAIL ME A BILL FROM THE ELECTRICIAN ( NO RESPONSE)I FEEL LIKE WE HAVE TRIED TO FIX THE CUSTOMERS CONCERNS TO NO AVAIL.SINCERELY,RICHARD *JACKSON RICHARD JACKSON SPOUTING, INC

I am writing with a complaint concerning Edward Jones Financial Services, [redacted]   I have been attempting to deal with [redacted] ***, Financial Advisor, [redacted]  concerning this matter, but with no result My ex wife and I invested in shares through this company many years ago, on a buy and hold strategy I contacted Edward Jones in February in order make an additional investment To my surprise, they told me that they had cancelled our account a year earlier Edward Jones never notified me of this cancellation, nor made any attempt to reimburse us for the amount we had invested ( [redacted] ***s) I have asked for a refund, but to date, over month later, I have received no reply from them Our portfolio was small, but there would have ben approximately $3-dollars worth that is owed to us

02/26/[left consumer a vm requesting update]03/01/{emailed consumer to contact me by 3-5-at noon else will close]03/05/ ***, I do believe this issue has been resolved as they sent me a refund check a while back

[redacted] our investor adviser in [redacted] knew of a partnership in a business he was working on getting set up over a month before it actually opened; he waited until approximately working days of the business opening and flagged all five of our accounts with Edward Jones as being involved with illegal activity This could not be furthest from the truth The truth is they bought [redacted] products from [redacted] (which is on the dow and Nasdaq) and produces synthetic [redacted] products, man made [redacted] products and Himalayan herb infused with the *** Everything in the store is LEGAL My husband agreed to do everything they demanded of himGet out of the business HE DID I worked tirelessly to remove his name from the LLP, IRS, Business license and provided proof of this to the main office Then after all of this they still demnd that we - the entire family has to close all of our accounts One issue is with [redacted] tagging our account as illegal activity ----WE can n

MrS [redacted] , We recently received your complaint # [redacted] from the Revdex.com regarding your Action Pro White AccountWe take complaints very seriously and we hope this response will provide you with additional informationAccording to our records, we received your order on December 9, The terms of the offer that you agreed to at the time of your order clearly state that you were to have an day trial period starting from the date of your order processing in which you could cancel your account to avoid further charges They also indicate that “you must take affirmative action to avoid further charges or you will be charged in the amount of $ten days from the date of your order processing for the product.” When you ordered the product you also checked a box indicating that you had read and agreed to the terms of the offerWhen a customer checks that box we must assume that they have actually done what they are stating they didIf there was any confusion with the terms you could have called our customer service team and they would have been happy to assist you According to our records the first contact we had requesting the cancelation of your account was on December 9, At the time you canceled your account, we offered to issue you a return merchandise authorization number so you could return your shipment to avoid any further charges or a special discounted price to keep the product You opted to keep the product for a onetime fee of $to avoid returning our productWe processed that charge the same day and you will not receive any other shipments or charges If you should need further assistance, please contact our Customer Service CenterWe're happy to assist you in any way we can Sincerely, Chantel S [redacted] Action Pro White

[redacted] StLouis, MO 63131- [redacted] www.edwardjones.com ÂŽ April 28, [redacted] Re: Account closing fees Dear Mr [redacted] ***: The Complaint Investigations department is responsible for reviewing clients' concerns regarding their accountsAs such, your letters to the U.SSecurities and Exchange Commission and to the Revdex.com regarding your account closing fees have been forwarded to our departmentA Self-Directed IRA annual fee is charged for the services provided by Edward JonesSome of these services are customer statements, IRS reporting and the update of plan documents as required by regulatory agenciesIf the annual fee has not been charged to the account for the current calendar year, it will be charged at the time of closing the accountWhether the account is open for part of the year or the full year, the same tax reporting and administration is requiredThe termination fee is charged for the services by Edward Jones to process the closing of the account and for maintaining the account on our systems for the required year record retention periodWe research our fees with other firms in our industry and believe our fee structure for retirement accounts is very competitiveYou acknowledged receipt of the fee schedule by signing the Edward Jones account agreements at the time you established your accountsIn addition, clients are notified either by firm mailings or announcements in their account statement of any increase in our feesEdward Jones strives to meet the needs of all of our clientsPlease accept our apology if your expectations were not metOn behalf of the firm, we wish you success in reaching your financial goalsSincerely, [redacted] Complaint Investigator cc: U.SSecurities and Exchange Commission Revdex.com

Initial Business Response / [redacted] (1000, 10, 2015/11/23) */

[redacted] , Financial Advisor at Edward Jones in [redacted] advised to put 12,which we specified was to go towards the down payment of our house in our custodian account because it was for a short term and the interest rate is higherWe told him we were putting 12,in and taking 13,out of the custodian account when we purchased our home along with all but 10,that was in our joint account which we needed for a new roof on the house in the near futureWhen the time came to close on our house [redacted] said he could not get it approved to take the 13,out for the house down payment and it was now and asset of our year old daughter [redacted] had not only advised us to put the money there but told us there would be no problem taking 13,out a short time laterWith a few hours left in the day to get funds moved in time to wire the down payment on the house [redacted] suggested we take 13,out of my Roth and he would figure something out after

Below is what was emailed twice to their complaint dept with no response My name is [redacted] and I am writing a formal complaint in reference to my Roth IRA AccountBelow is a chronological bullet list of the account from beginning to now (months)I am formally requesting that this get dealt with any my resolution is granted or I will be forced to escalate the matter to Government involvementPlease note that you have till this Friday April 1st, by 3pm to have this matter settledThis is NOT an April fool’s joke and I am available to speak on the matter any time and day except Wednesday Start of the account: • I met Financial Advisor [redacted] J [redacted] at a business networking meetingAfter hearing him discuss how he does his job I engaged him in a discussion about my retirement money that was at the time with Vangaurd Money Market • My goal was simple, I knew there was money to make in stock and fundsI was not expecting to me generate large financial gain

Re: [redacted] ***Subject: [redacted] From: [redacted] My daughter who is a mentally challenged adult fells John is taking advantage of her money and investmentsShe has confided in me that he knows that she doesn’t understand about her money and investments and each time she asks him to let me get involved with her account he always tells her to let it stay like it is without me, her mom, getting involvedAnd he is spending her money way and beyond what he supposed to [redacted] has stated to the fact that he has not even been filing her income tax each year like I use to do before John and his lawyer [redacted] took me off and out of all her money issuesI have the textWhich I have also referred Atty [redacted] to the Florida BarShe said each time sh

I was going to use Edward JOnes [redacted] as my broker.I had initially signed a form to switch my account from Morgan Stanley to Edward JOnesMr [redacted] had personality issuesI told him I did not want to use his servicesMy account was switched to Edward JOnesI just received my first statement the last of September I was unaware that a switch had taken placeI emailed Mr [redacted] advising him I had not authorized that switch and to waive the fees because Morgan Stanley was taking that account back He said he would not waive because I had not returned his calls after I told him I did not want to use him as my brokerI clearly told him there was not anything to talk aboutI did not want to use him I think this is very unethical and I should not have to pay any feeThe switch should never have been done  [redacted] *** [redacted] ***

Edward Jones takes all client concerns seriously We are reviewing this matter and will seek to reach a resolution directly with the client

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below The only thing I saw to read was a free trial of Action Pro White and Genuine WhiteIt was a deal that claimed putting both of these together were more effective than using them separatelyI honestly only saw the free trial of itI did not see anything about a continuation or I never would have tried itWhen we received the next supply of them I was very surprised and called them to cancel it, and I thought it was cancelledI did not know of the extremely high charge for this product until I saw the charges on this month's credit card billI am not going to pay for this productI am sorry I cannot remember the conversation I had with them last month--I have not been well for a long timeI am sorry that I am so computer-ignorant and don't know how to go through screens very wellI obviously made some mistakesBut I am not going to pay for this product at this ridiculous charge especially since I did not use themI found what must be last month's supply in my bathroom cupboard--they are going back in the mail todayI apologize for my mistakes and misunderstanding, The man that I spoke with both times is not easy to talk withThis doesn't seem like two different companies--they ended up coming from the same location--I was surprised at that since when I ordered it seemed like they were unrelated companiesI still believe this organization that is handling these two products is not on the up-and-upToo sneaky and prices don't match with what the market chargesThe dentists charge $a tubeI would have paid that amount for these products but NOT $100!!!! They are getting them back unusedI AM NOT GOING TO PAY for this misunderstanding!!!!! Regards, [redacted]

I have a trust account for my son [redacted] at Edward JonesEdward Jones has refused twice in our request for two thousand dollars and four thousand dollarsMy son needs the money for his college expensesHis grandmother died recently and she provided him with his meals; however now [redacted] has to eat out all the time; which costs moneyHe is starving because Edward Jones is not releasing the moneyI have written two certified letters requesting the money and also the documents that say I am the primary trusteeThere is no second person required to release the funds; as I got $10, released in for his used car [redacted] used to live in the University of Hawaii dorm but now lives at homeHe needs the car to travel back and forth to school from his grandfathers house in Pearl city

Edward Jones was holding Stocks and Bonds in our profit sharing account They liquidated both accounts (me and my husbands) They were never given permission to liquidate We purchased these stocks at very low prices and had no intention of selling The bond was over 5% interest They ignore my email Please let me and my husband know how we can resolve this business practice Kindest [redacted] ***Location involved - [redacted]

on 5-26-my wife and I went to [redacted] of edwardjones gave him a check for 200,to invest in bonds the next day they took he never told us there was a fee up front.when I went to see him he said he was sorry he did not tell us

Edward Jones takes all clients concerns seriously We are reviewing this matter and will seek to reach a resolution directly with the client

Initial Business Response / [redacted] (1000, 8, 2016/01/12) */

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Address: 6200 Phinney Ave N, Seattle, Washington, United States, 98103-5557

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