Edward JonesReviews of edwardjones.com

I worked with Kevin Neaves for several years and initially had a positive experience. He provided guidance that I found helpful and appeared to act in my best interest. However, during a recent discussion regarding a potential conflict of interest related to a 401(k) rollover, the interaction shifted in a way that gave me pause. After initially agreeing to move forward with the rollover, I revisited the decision a couple of months later following a job change and relocation. With these changes, I wanted to better understand potential conflicts of interest before proceeding. His response to this felt defensive and included remarks that I perceived as dismissive of my inquiry. This made it difficult to have a constructive, open dialogue around an important financial decision. I take responsibility for how I phrased my question and recognize it could have been more precise. That said, I believe clients should be able to ask questions about conflicts of interest and receive clear, professional, and respectful responses. Because of this experience, I no longer feel confident recommending his services. Open, transparent communication is essential in an advisory relationship, and this interaction did not meet that standard for me. I do appreciate the support Kevin provided earlier in our engagement. Since then, I have transitioned to a different advisor who better aligns with my preference for collaborative and transparent discussions when making financial decisions.

I've had my 7 figure IRA with Jones for years (because the area Schwab office closed), and am less than pleased. My Jones rep keeps less than standard hours, and even worse, is not standing by a Jones IRA distribution mistake. My Jan, 2025 distro was deposited in late Dec 24, making part of my 2024 tax year, not the 2025 year that it should have been. His office said the mistake was new software, and nothing they could do. Basically a "tough sh1t, sucks to be you" attitude. Schwab was so much better.

I left my shares to sell over 2 weeks ago and they don't seem to have sold them yet. I have made a number of calls and the agent doesn't return them.. I asked for my certificates back and they cant find them.

I was with Edward Jones for 10 years, until I knew better. They are just another cookie cutter company. They provide you with a plan based on age primarily that just divides up you portfolio in set categories. It's just software, not real management. Fees are high for no legitimate reason. Don't forget, this is the company that got busted for taking illegal kickbacks from funds to promote their products.

Many local offices run by very different personalities and qualifications. For a $200,000 portfolio the last years fees and charges was over $3,000. They make it way too complicated and expensive for simple management of portfolios. Comparison? For the same basic service Vanguard charges $600, 1/5th of Edward Jones. Hard to make up large fees in retirement accounts. Is Edward Jones 5X better than Vanguard. NO WAY, NOT EVEN CLOSE. Vanguard is actually better due to simplification, lower fees and much better results. Don't get fooled by their personalized sales pitch.