Edward Jones

Not concerned for the customer Terrible customer service In fact, it’s the worst I have ever experienced

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

[redacted] *Mr [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 September 6, 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.” These terms were presented to you in multiple places on our website when you ordered our productAdditionally, you were sent an order confirmation email after your order was completed that provided a full written version of the terms you agreed toWhen 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 youSince we did not hear from you during your trial period, you were charged $on September 16, and received two additional shipments at the same costThe first time we heard from you regarding the cancelation of your account was on November 29, when you canceled with a representativeYour account was immediately canceled and you have not received any shipments or charges since thenWe agreed to provide you with an immediate refund of $on the most recent shipment as a courtesyYour account remains canceled and you will not receive any further shipments or charges.Sincerely, Chantel S [redacted] Action Pro White

Fees are excessive 5%+ Commissions$account close out fee $IRA Fee every year, and they will charge you another $when you close your account, regardless if another full year has passed They don't "pro-rate" fees, so guess who makes out on that deal, how convenient for them to fee you again They are NOT looking out for your retirement, they are trying to get a piece of it by charging you fees every chance they get Novice investors and elderly watch-out!!! They will take advantage of you Please know, there are many better places to invest with much less expenses to your nest egg and little to no annual fees Edward Jones is out to make themselves a profit, having my account there only cost me a lot of money Lesson learned Do your research, this is one of the most expensive places you can invest

I have a large sum of money invested in an Edward Jones account that Mr [redacted] has been managing for quite some time I have asked him in prior years to liquate my investments but he refused, always giving me an excuse as to why he would not release my funds I asked a good friend to help me with my finances and end of life matters (wills, POA, trusts, etc.) Recently, she and I spoke to Mr [redacted] regarding my desire to liquidate my funds He asked us to visit his office for a meeting to sign documents to finalize matters He asked some very personal questions, like why I wanted to liquidate my funds, what I wanted to do with the funds I felt it was none of his business I told him what plans I had for MY money in great detail He asked for copies of my legal documents (trust document and Power of Attorney document) I had my friend fax them to his office He received the paperwork He said that he needed those documents so htat he could finalize my pa

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] and find that this resolution would be satisfactory to me I will wait until for the business to perform this action and, if it does, will consider this complaint resolved Regards, [redacted] ***

[redacted] , Edward Jones Finacial Advisor, on a phone call, was rude, unprofessional told me to take my business elsewhere and hung up the phoneWhen I called the main office for Edward Jones I was told that I had to pay $to move my accounts Product_Or_Service: Financial AdviseLocation involved [redacted] *** [redacted] ***

I owed $1,560 in taxes and paid my accountant $500 to amend my taxes for 2012, 13, 14 ,15. I was contributing to a Roth IRA in Washington state with an office in Kirkland with agent [redacted] . He never followed up to make sure that we were eligible for ROTH. We could have invested in traditional IRA and then converted at end of year. NOTHING. Then he blames my tax lady for not catching it. Ed Jones never sent me a tax statement hence it did not get brought up to my tax person. She is not a financial advisor. [redacted] committed gross negligence and then tried to get me to do nothing. My tax lady stated I should amend my taxes and I have been put under financial distress to do so not to mention my retirement put into was WRONG. Bad financial planner who like to point the finger at others for his oversight. Fidelity financial advisor picked up on this in five minutes that we may not be eligible. Putting your head in the sand is bad business [redacted]

On 8/14/17, I set up automatic deductions to an Edward Jones account. On 8/17/17, I spoke with Edward Jones' support line over the phone and permanently cancelled all automatic deductions. On 9/1/17 and 10/1/17, Edward Jones automatically removed $500 from my account. On 10/4/17, I was unable to reach Edward Jones' support line by phone and sent an email to my branch requesting that the money be refunded and again requesting to cease all future automatic deductions.Location involved - [redacted] ***

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution is satisfactory to me Sincerely, [redacted]

I am writing with a complaint concerning Edward Jones Financial Services, ** *** *** *** ** *** *** 
I have been attempting to deal with *** ***, Financial Advisor, *** 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 (** *** *** *** ***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

Edward Jones investments charged me $to move shares of stock to another investment firmNow too me it sounds like a scamI want refunded that money they stole.Location involved - *** *** *** *** **

On 10/20/2014, I opened an account, Invesco Global Dividend StrategyThe Financial advisor was requested by me to provide documentation what the Fund would pay out in a one year time periodThe advisor generated off his computer onto a Edward Jones, Proposed Portfolio: Income Analysis Form a Annual Income of 6,dollarsI made my decision to open the account based on this figure 6,From a period of approximately 10/20/to the closing of this account January total dividends of 2,paid were

Fees are excessive 5%+ Commissions$account close out fee
$IRA Fee every year, and they will charge you another $when you close your account, regardless if another full year has passed They don't "pro-rate" fees, so guess who makes out on that deal, how convenient for them to fee you again They are NOT looking out for your retirement, they are trying to get a piece of it by charging you fees every chance they get Novice investors and elderly watch-out!!! They will take advantage of you Please know, there are many better places to invest with much less expenses to your nest egg and little to no annual fees Edward Jones is out to make themselves a profit, having my account there only cost me a lot of money Lesson learned Do your research, this is one of the most expensive places you can invest

I was going to use Edward JOnes *** *** as my broker.I had initially signed a form to switch my account from Morgan Stanley to Edward JOnesMr *** 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*** 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 *** * *** *** ** *** *** *** ***

I opened my IRA account on 5/18/ I closed my IRA account on 3/8/ So complete length of time I have had my account with Edward Jones has been < years or about 46-months However they charged me years of annual fees I was charged $in May of 2012, $in May of 2013, $in May of 2014, $in May 2015, and then another $in March 2016, even though the fee was not due until May of So I have only had my account < years, but they have charged me years of fees totalling $ I have contacted the #and local office and have only been told, "we don't pro-rate the fees" However I'm not asking them to even pro-rate the fees, I am just aking NOT to be charged for fees I don't owe In addition I had to pay $just to close my account, which I feel was exorbitant and predatory to consumers I don't understand how they earned $95?? I filled out all the paperwork myself, and at most a wire fee to send money out is only about $15-$ It

Below is what was emailed twice to their complaint dept with no response
My name is *** *** 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 *** J*** 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

On 3/8/I contacted Edward Jones - *** *** Office and instructed them to sell securities that were in my portfolio specific to not being in kind transfers of where I wanted to go I was told I needed to call in and give a verbal of which I did on 3/8/They continued to tell me they needed transfer documentation and would not liquidate the securities as I had requested
I received a call from *** * on 3/9/informing me they would not sell the assets per my directionI informed him on the phone as I did in a secured message to them that the account would be transferred from Edward JonesThese needed to be liquidated so I could initiate the transfer
I received no communication or action on the account3/10/I sent a secured message to them stating that I wanted to confirm that the sale notice was placed and that I wanted them liquidated and held in cash so I can transfer them out I did not want a check issued
After that the sold securities I was

Dear Edward Jones Compliance DepartmentI am writing to complain
about some financial transactions with one of your financial advisors, Mr*** *** at the *** *** *** officeMr*** solicited my
neighborhood and approached me at my house approximately years ago and has
called me by phone approximately times sinceI finally met with him and he
talked me into doing some financial transaction that I was uncomfortable with
First transaction being with Security Benefits withdrawing 10% from my annuity
accountSecond transaction being with *** *** (Trade PMR) withdrawing
and transferring accounts, request, trade IRA and Roth IRA to Edward Jones
As soon as I found out he did this I called Mr*** and told him I did not
want those accounts from *** *** to be transferred yetI told him I
wanted to start slow with him by starting with just the 10% withdraw from
Security Benefits but now, he went and transferred anywayHe told me that

I stared invested in a Roth IRA with *** *** at *** *** *** *** *** *** *** ** of Edward Jones*** and I discussed invested in American Funds for my RetirementI was very excited to start invested being that it is a little late at my age, but I knew it was a great beginning to my retirementI started having Edward Jones debit my account $a month in AugustI spoke to *** and she told me she was going to take a leave of absence, but not to worry the person that would take her place would pick up where she left of* *** took over and April I met *** in person and we discussed for me to become a little more aggressive and my investmentI then explained I would like to increase my amount to $a month along with my new investmentIn June *** called me and told me my Money was never being invested and it was sitting as Cash!I was very disappointed and upset thinking I was preparing for my retirementI was in shock! I explained to