Edward JonesReviews of edwardjones.com

I recently transferred my ~$145,000 brokerage account out of Edward Jones, and the experience left me extremely disappointed, both in terms of transparency and how the transfer was handled. While working with Edward Jones, I was told my portfolio performed well (around 14% in one year), but it was never clearly communicated how much I was actually paying in total fees. Between the advisory fee and the expense ratios of the funds I was placed in, I later realized I was paying thousands of dollars per year. These costs were not presented in a clear, all-in manner, which made it difficult to understand the true impact on my returns. The most concerning part of my experience was during the transfer process. I was told that I would incur taxes and commissions on each position simply for transferring my account. When I asked for this information to be provided to me in writing, that claim was not substantiated. In reality, my transfer was completed almost entirely in-kind. Only one minor position was sold, resulting in approximately $50 in gains (roughly $15 in taxes), and no per-stock commissions were charged. Being given inaccurate or unclear information during this process created unnecessary stress and felt highly misleading. The tone and approach I experienced during the transfer were also unprofessional and made an already stressful situation worse. After completing the transfer, everything arrived intact, and it became very clear how much I had been overpaying in fees relative to the value I was receiving. My advice to anyone considering Edward Jones is to ask for a full breakdown of ALL fees — not just the advisory fee, but also the internal expense ratios of the funds being recommended. It is also important to understand why specific investments are being selected and how those recommendations are compensated. Transparency in financial services is critical, and unfortunately, that was not my experience here. I’m relieved to have moved my account and now have full visibility and control over my investments.

Please don’t use Edward Jones! I don’t have an account with Edward Jones, but my parent did. They only had one because they inherited the funds and it must have seemed impossible to get it out of there because her I am, now processing their passing and it’s a nightmare. Both my parents have passed away and I’m dealing with getting the funds out of Edward Jones. They are slow, don’t know what they are doing and have ridiculous approval processes and fees. It will take your family members month to process anything with them. Don’t use them so you family members never have to be put through what we are dealing with.

The employee seemed to know her funds, which is why I am giving one star, besides that, I never had issues with Fidelity and moving everything aside from my 401k, has been nothing but a mountain of paperwork, denied transfers and continuous phone calls to both institutions, which has shown that the issue was on Edward Jones' end. Now everything is supposed to be completed, aside some residuals. However, when I try to log into the app or website, it either says account has been closed or User ID not recognized. What a circus. I should have stayed with Fidelity.

I accepted an offer for the Field Supervision Officer II position with Edward Jones. I completed all required pre-employment steps, including submitting background information, and received written confirmation that all contingencies were satisfied. I was also provided onboarding materials and a confirmed start date. Based on these confirmations, I made professional decisions in reliance on the offer, including declining other job opportunities. Shortly thereafter, I received a phone call from a representative I had never spoken with before informing me that the firm would not be moving forward with my employment. The only explanation provided was that it was a “business decision.” No further clarification was given regarding the reason for the rescission, and my attempts to seek more information from HR were met with minimal response. This sequence of events caused significant professional and personal disruption. Candidates rely on written confirmations and onboarding communication to make important career and life decisions. The lack of transparency and communication during this process created undue stress and left me without a clear understanding of the reason behind the withdrawal. While I understand that employment offers can be rescinded, the timing and handling of this situation represents a severe failure in candidate experience and professional communication. I am documenting this complaint to raise awareness of the process gap and encourage Edward Jones to ensure that candidates who have cleared contingencies and received start-date confirmation are treated with the respect, clarity, and transparency that any professional deserves. I hope this feedback prompts review and improvement of internal hiring practices, especially regarding communication and handling of confirmed offers.

Dealing with Sharon Covey in Okeechobee Florida has left a bad taste in my mouth. Twice we has gone to "borrow monies" from our investment. Twice she made a mistake on paper work and funds have not made it to our bank on time. Twice she has put us in financial danger by not transferring the funds. I am not happy with the service for this company. I'm ready to take our investments somewhere else. 01-30-2026

JC CORTEZ HANDLED A ACCOUNT CLOSURE BY AVOIDING CALLS, NOT RETURNING MESSAGES AND PLACING MY MONEY IN A HIGH FEE, HIGH COMMISION ACCOUNT WITHOUT AUTHORIZATION. THEN IT TOOK 6 WEEKS TO CLOSE ACCOUNT WHICH SHOULD HAVE TAKEN 3 DAYS. EDWARD jones tolerates lousy service so Edward jones accepts lousy service

AVOID LIKE THE PLAGUE. This place is just awful. I lost my job and needed a place to invest my money for some possible growth. BIG MISTAKE. They looooooooooooved me at first. I've read that's because they make their most money from new account signings. They then lost all interest in me. All interest. When my (high unprofessional financial advisor) would call and review my portfolio, it was always, "You are doing very, very well... very well..." and we would log into the account... and there was MAYBE $1,000 growth there. That was "very, very well". Lastly, do not take money out for financial hardship. They will insult and degrade you for it. I actually had to complain to the home office for their treatment towards me. We finally closed our account permanently for January 2026. GO ELSEWHERE!

Run. Run fast