Edward Jones

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

Edward Jones is refusing to transfer our account to another account On November 28, I sat across from my banker at the *** *** *** in *** NE(***) and requested him to intervene, the two of us contacted the corp office of Edward Jones and attempted to set up a transfer of our account to the *** Bank The Edward Jones representive said he was not licensed in the state of Nebraska and passed this from person to person , to person ending up with no one helping us Our bank representive *** *** told their representive that in all the years that he has dealt with transferring funds he has never had this much trouble!!! The Edward Jones respresentive proceeded to hang up on him Mr*** suggested that we contract the insurance company Edward Jones utilizes we gave this company all the appropriate transfer information This initial request\ contact took place on November 28,additional phone calls to Edward Jones Corpoffice were made by myself

I was not informed nor did I sign acknowledgement that there would be a ransom fee of $per account to move my money to another financial advisor

I opened up a Roth IRA account just a little over a year agoI was working with an investor who was new to the job and who only worked there for a few months before leavingI only made a couple small deposits into this account and it never became invested in any wayOnce my original financial advisor left, I happened to leave my job and relocate, so I stopped contributing and left the money in the account with plans to begin contributing laterA couple months ago, I tried to withdraw money from the account as I had done with another account I had open with Edward Jones at the time, but it would not allow this because it required a minimum amount in the account for future fees to be taken outA few days later, a $annual fee was charged, however a message from Edward Jones had declared that such a fee was not due until SeptemberThen, today, I received a call that informed me that, due to new laws, they were requiring accounts to have a minimum opening balance of $Therefor

Initial Business Response /* (1000, 11, 2015/10/16) */

*** ***, 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*** *** *** ***

*** ***, Financial Advisor at Edward Jones in *** ** *** * *** *** *** 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 *** 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*** 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 *** suggested we take 13,out of my Roth and he would figure something out after

Edward Jones , Sean *** advisor , Was with him for over years , was good in the beginning , then he got greedy and was changing bad investments into other bad investments just so he could take his cut , which drained ME of over $80,, which negated all of the years I was with him and RUINED MY RETIREMENTNow all I can do is just sit in my house until I die !

Customer is to receive a refund for the full amount of item and the unit will be removed on Thursday, May 18th

Since the business in the above referenced complaint, has followed the wishes of the complaint made to the Revdex.com, the complaint has been rectified satisfactorily at this time! No further action seems necessary regarding the above complaint

on 5-26-my wife and I went to *** *** 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

MsB***, 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
November 10, 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 clicked a button indicating that you agreed to the terms of the offerWhen a customer clicks that button we must assume that they have actually read what they are agreeing toIf 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 December 8, The first time we heard from you regarding the cancellation of your account was on January 18, when you canceled your account with a representativeWe have issued you a return merchandise authorization number to return your shipment for a refund of the full product priceYou were emailed return instructions on how to return your package We have received your package back and a refund of $has been issued to you Your account remains canceled and you will not receive any further shipments or charges Sincerely, Chantel S*** Action Pro White ###-###-####

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
*** *** *** *** *** ***Location involved - *** *** *** *** *** *** *** ** ***

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 June 12, 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 $92.13 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 June 22, and received one additional shipment at the same cost. The first time we heard from you regarding the cancelation of your account was on July 27, 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 courtesyYou can only receive a refund for the most recent shipment per our terms and conditions. Your account remains canceled and you will not receive any further shipments or charges.Sincerely, *** ***Action Pro White

Mr***, 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 June 23, 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 clicked a button indicating that you agreed to the terms of the offerWhen a customer clicks that button we must assume that they have actually read what they are agreeing toIf 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 July 6, 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 product As a courtesy, I have refunded the full charge equaling a refund of $ Your account remains canceled and you will not receive any further shipments or charges Sincerely, Action Pro White

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
*** *** *** *** *** ***Location involved - *** *** *** *** *** *** *** ** ***

months ago when I open my IRA I was told by *** if I ever wanted to take it out the fee would just be the regular monthly fee,I had asked him several times (5) to be exact.So on 2/25/when I requested my money be rolled into another account not with EdwardJones *** and his secretary stretched the transfer out over weeks and made it very hard to get my money,thus costing months fees =$plus a $termination fee,for a total of 195.00,then the next day blocked the account so I could not have access to the amounts and fees.I closed the account because I kept getting lied too,Beware
Product_Or_Service: IRA
Account_Number: ***

Initial Business Response /* (1000, 10, 2015/08/31) */

I opened my IRA account on 4/18/ I closed my IRA account on 2/26/ So complete length of time I have had my account with Edward Jones has been < years or about 34-months However they charged me years of annual fees I was charged $in April of 2013, $in April of 2014, $in April 2015, and then another $in February 2016, even though the fee was not due until April 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 apppears

We surrendered our *** *** *** (which is now *** ***) to Edward Jones when requested to keep track of our assets
We decided to transfer our assets to *** *** due to a different retirement strategyEdward Jones has charged a $Fee to transfer our stockThey are not entitled to this fee as they have provided NO service or advice regarding this accountI called Edward Jones (Bob Gregory) and was advised to contact the customer service line and the Hold time was over a hour A agent called the next day and I shared my concern and was told that I could call the legal departmentThen I spoke with *** *** who is very nice but stated she could not help and no refund would be remittedI left a message for Bob Gregory and he never even returned my called I am very disappointed with Edward Jones