Edward Jones

*** *** with Edward JonesI am writing this to warn others of this reckless behavior and to get this problem resolved, but, I think it should be known that this lady is dangerous and should be avoided as far as investing your moneyTHis is my opinionMy wife decided to work with her and we have or had our money there for at least yearsMy wife called the office pretty regularly to have monies transferred and so forthTo make this brief, we really did not have too many investments that should have caused any confusion but one investment in particular was the plan we had for our SonWe contributed approx $per month every month for the past few years until one week ago when my wife realized that the account was not growingWhen she called , she was told that *** *** sent us a document to sign and bc that document was not signed, the plan was terminatedAnd, guess what, that was a YEAR AGOSo, we have not been making contributions (adding money) to this very important fund that is needed so that my son can go to collegeNOT EVEN A PHONE CALL FROM *** ***? How reckless is this? Now , we are behind one year and have to catch upThis tells us that she either does not care or never worked on our account and that the account was just on cruise controlIt gets worse still, now the plan is cancelled and my wife calls *** *** * i want to throw up when I write her name), to ask her what happened, and *** *** has the tenacity and gaul to say she doesn't feel comfortable talking about the account AND no longer wants to handle our financesSure, at this point its clear that she does not care enough about the account but not even the decency to pick up the phone and call us, or at least an apology or an explanation as to why she would not let us know that we need to sign a piece of paper otherwise the plan would cancelANd, on top of this, we still dont know how to reopen the 529, I have had to spend money on attorneys to find out what legal rights I have so now I have an attorney who I had to spend money on, to help me get my money and figure out how to reopen this Avoid *** At all costWhat do I want? MuchA written apology to my wife and myself for *** disgusting attitude and poor if not incompetent handling of our 529, AND, I want to know how we can reopen the and how we transfer our funds to another institutionCan you believe that she said we need to find another broker but gave NO instructions on how to move our money*** *** refused to talk to my wife (or myself) after we discovered what had happenedtotally outrageousPlease help Revdex.com, thank you

MsG***, We recently received your complaint #*** from
the *** *** *** 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
5, 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 25, and received one additional shipments at
the same costThe
first time we heard from you regarding the cancelation of your account was on November 24, when you canceled your account
with a representativeYour account was immediately canceled and you have not
received any shipments or charges since thenThe
representative reminded you of the terms of the offer that were agreed to at
the time of your order and offered a 60% refund on your charge in lieu of
returning the product for a full refund. You accepted that offer and a
refund of $was issued on November 24, 2015.Your
account remains canceled and you will not receive any further shipments or
charges.Sincerely, Chantel S*** Action Pro White

My mother died and had a 401K/Roth IRA with this company This company refuses to send me the beneficiary information via mail to my home address I have called their business and verbally given my address to them I have emailed it to the main branch office I have even directly emailed it to them
This company continuously tries to force me to give them my personal information over the phone so that I will have nothing in writing from their company They will not identify specifically (in writing) what they want to do with the information They will not inform me (in writing) where the funds will be kept at This company also will not express to me (in writing) who will have access to the funds and why they would have access
I am concerned that this business is fraudulently trying to use my credentials in a manner that could be illegal and may be trying to keep me from having legal recourse

*** *** our investor adviser in *** ** 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 *** products from *** *** *** (which is on the dow and Nasdaq) and produces synthetic *** products, man made *** 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 *** *** tagging our account as illegal activity ----WE can n

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

The Edward Jones Complaint Investigations Departmetn is responsible for reviewing concerns regarding clients' accounts. As such, *** ***'s complaint on behalf of *** ** *** has been forwarded to our department for review and response.Edward Jones takes all client complaints
seriously. We have reviewed this matter and have reached out to Mr*** directly to address his concerns

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

I canceled the order on 12/09/2015. in the email I stated that this was ordered by a person under the age of thus not acceptable according to your terms. Your response from your Customer service team states as follows. This email is being sent to confirm that your account has been cancelled. You will not receive any other shipments. Per our conversation today, $will be billed to your credit card for the products we've already shipped to you. There is no need for you to return any of our products. It may take up to hours for this charge to appear on your credit card statement. Now two days after I canceled the contract and you agreed that the account was closed, your company charged my account $then on 2/22/2016l you again charged my account $105.22. This is not acceptable, I feel your company not only have stolen money from me, but you don't even follow your own rules as again, the person who ordered this item was only as I stated in my first complaint, There is no way I am pay this and have taken action. I the funds are not returned plus interest to my account in five days. We WILL file

Edward Jones takes all client complaints seriously. We have reviewed this matter and responded directly to the client. Thank you

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

Ms***, We recently received your complaint #*** 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 April 24, 2015. 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 to. 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. Since we did not hear from you during your trial period, you were charged $on May 14, and received two additional shipments at the same cost. The first time we heard from you regarding the cancelation of your account was on July 20, 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 courtesy.Your account remains canceled and you will not receive any further shipments or charges.Sincerely, *** ***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

*** *** with Edward JonesI am writing this to warn others of this reckless behavior and to get this problem resolved, but, I think it should be known that this lady is dangerous and should be avoided as far as investing your moneyTHis is my opinionMy wife decided to work with her and we have or had our money there for at least yearsMy wife called the office pretty regularly to have monies transferred and so forthTo make this brief, we really did not have too many investments that should have caused any confusion but one investment in particular was the plan we had for our SonWe contributed approx $per month every month for the past few years until one week ago when my wife realized that the account was not growingWhen she called , she was told that *** *** sent us a document to sign and bc that document was not signed, the plan was terminatedAnd, guess what, that was a YEAR AGOSo, we have not been making contributions (adding money) to this very important fund that is needed so that my son can go to collegeNOT EVEN A PHONE CALL FROM *** ***? How reckless is this? Now , we are behind one year and have to catch upThis tells us that she either does not care or never worked on our account and that the account was just on cruise controlIt gets worse still, now the plan is cancelled and my wife calls *** *** * i want to throw up when I write her name), to ask her what happened, and *** *** has the tenacity and gaul to say she doesn't feel comfortable talking about the account AND no longer wants to handle our financesSure, at this point its clear that she does not care enough about the account but not even the decency to pick up the phone and call us, or at least an apology or an explanation as to why she would not let us know that we need to sign a piece of paper otherwise the plan would cancelANd, on top of this, we still dont know how to reopen the 529, I have had to spend money on attorneys to find out what legal rights I have so now I have an attorney who I had to spend money on, to help me get my money and figure out how to reopen this Avoid *** At all costWhat do I want? MuchA written apology to my wife and myself for *** disgusting attitude and poor if not incompetent handling of our 529, AND, I want to know how we can reopen the and how we transfer our funds to another institutionCan you believe that she said we need to find another broker but gave NO instructions on how to move our money*** *** refused to talk to my wife (or myself) after we discovered what had happenedtotally outrageousPlease help Revdex.com, thank you

Re: *** *** *** *** *** ** *** *** *** *** ** ***Subject: *** ** *** ** *** *** *** ***From: *** *** *** *** *** *** *** ** ** *** *** ** *** *** ***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*** 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 *** *** took me off and out of all her money issuesI have
the textWhich I have also referred Atty *** *** to the Florida BarShe
said each time sh

*** *** ** *** *** *** *** ***
I am filing a claim against *** B ***, of Edward Jones, for failure to professionally and ethically perform his duties toward me
There is a much larger claim now residing in the Litigation Office of the Edward Jones Company that as of this date has not been resolvedOur thought was, if we could resolve the former claim that we would allow this smaller claim to become mootSince that has not occurred we wish to go backward and make this claim
In 2012, after four years of losing my wife (***) and I concluded that if the market ever improved that we would withdraw our investments from Edward jones and invest in other financial institutions that had our deposits insured (FDIC & NCUA)
We made an appointment with Mr*** and explained just thatWe were approaching senior status (now both over 80) and that we wished to withdraw our account in mutual funds, but maintain a 20-year bond with 6% interest
Mr*** beca

 bOver a year ago there was $left in my Roth IRA account, and over the past year they charged me a yearly fee of $40, which I understand leaving $in the account Over the last year my financial advisor left the company So I have tried to contact the company on multiple occassions trying to remove the remaining $from the account, and leave it open so that I could reinvest in the future I have been told my employee *** ***, and *** at the corporate office ***, that there is a $closing of my account fee I informed both of them that I did not wish to close the account, simply withdrawl my liquid assest left in this account They both told me that I couldn't remove my money which was left in this account because of their closing fee I tried to explain to them that I didn't want to close this account, just remove my assets from it On two seperate times they both told me they would close the account resulting in a $balance

I owed $1,in taxes and paid my accountant $to amend my taxes for 2012, 13, , I was contributing to a Roth IRA in Washington state with an office in Kirkland with agent *** *** 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 *** 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 ***

I wanted to let the Revdex.com know that I have checked our *** account and the funds are now in there as of today 2/13/2017. Since it took Edward Jones from 11/28/and Edward Jones finally writing the check on 1/30/2017, I am wanting Edward Jones to refund the fee of $from
*** *** and then 2% daily interest that I lost from the funds not being transferred into the *** account for two months(I am allowing weeks for the time for processing and transferring an account to another institution.)

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this course of action towards resolution is satisfactory to me
Sincerely,
*** ***

My mother passed away on October and had a Transfer on Death document in place to devide her assets to designated beneficiaries Was originally told assets could be obtained within or daysAlso, my two.nieces who are to receive 25% were told they had to open a Edward Jones account to gain their share After a few days then it would be two monthsIt is now January and I have not received the distribution Also, no idea what was being done with the money he how it was down voided equally If my mother was deceased who controlled the investments during that time I asked to speak to someone in the estate dept and never received a callThen asked to speak to the next level of management above the branch and to date have not received a call