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Edward Jones
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1.9 111 Reviews

Edward Jones Complaints Summary

24 Resolved
87 Unresolved
Our verdict: When using services from Edward Jones with a poor resolution rate, be vigilant. Understand the common pitfalls other customers have faced. Prepare thoroughly for any interactions with their customer service, and consider alternative solutions if your issues are not addressed satisfactorily.
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Edward Jones reviews & complaints 111

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1:20 pm EST
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Edward Jones My mother’s living trust and associated annuity

My mother was a long standing client with Edward Jones. She was diagnosed with Leukemia in 2003 and passed in 2005. She made sure she had all affairs in order. She worked with an attorney to set up a Living Trust. She also set up and funded it through Edward Jones. I am the Trustee of the Trust. At her passing I took the attached document to her Edward Jones Advisor. It spelled out exactly how her funds she left for her husband and brother (unfortunately both substance abusers) were to be handled. I explained to the Advisor what her attorney explained to me of how the accounts were to be set up. Neither at any time was to receive any of the principal just net payments from the investment. I was 39, exhausted from fighting for 18 months with my mother while being a wife and mother. I was not educated on how annuities worked, so I trusted her Advisor who had explicit directions on what to do to carry out her wishes. I signed the documents he presented and it appeared her wishes had been set up properly. Both my uncle and father were receiving monthly net payments and her Living Trust was set as Beneficiary on Annuities. When my father passed in November 2019 I informed the Edward Jones Advisor, my 3rd Advisor since 2005, that I needed to have my father's funds put back into her Trust Account so I could disperse them to her beneficiaries she had listed. The Advisor, Robert Hallback, contacted home office and they informed him the Trust Account had been closed and that I was joint owner on my father's annuity and thus all the money came to me. I tried to do further research on how this occurred, but had to move on with preparing burial arrangements for my father. In 2020 when I revisited this issue because now I realized my uncle's account was set up wrong too, I was told the only way it could be changed was if my uncle signed over his ownership. Well for a substance abuser finding this out he was not and still is not willing to sign the ownership change document that would allow the account to be set up as stated in her Trust with to my mother's Trust as owner and beneficiary. The way my uncle's account is set up, if I preceded him in death, he would get the funds in the annuity which was not my mother's wishes. The funds were to return to her Trust and my sister as successor to me as Trustee would disperse funds to her beneficiaries as she designated.

I was totally misadvised and feel that Edward Jones needs to correct their error as my uncle, father nor I should have ever been made owners of the two annuity accounts. The money should never have been removed from the Trust she had in place ready to carry her wishes out. Edward Jones needs to take ownership of the error and correct it without the burden being on their client. The Trust is a Legal document that I was carrying out my responsibility with as Trustee. Again the money was already in a Trust it should have just been invested and set as owner and beneficiary and as Trustee I was to disburse funds to my father and uncle. I appreciate any assistance you can provide with this matter.

Desired outcome: Correct the error in which the annuity was set up with my mother’s investment funds to have her Trust be the owner and beneficiary of the annuity.

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5:17 pm EST

Edward Jones Unethical behavior

I had an IRA account with Edward Jones Berea, Ohio for many years. On 2/18/18 I received documentation from New York Community Bank (my former employer) to rollover my ESOP funds to Edward Jones, Berea. My financial advisor, Greg, was adamant to complete the form and fax it back to New York Community Bank.
I thought the funds form the ESOP Plans were going to be rolled over to Edward Jones as IRA Account. On September 28, 2018, I received notification from the Internal Revenue Service that I owe $3102 in back taxes as the account opened at Edward Jones was not an IRA rollover account it was an Individual Account and that I owed taxes on this incident. When I spoke with my financial advisor, Greg, he became arrogant and blamed NYCB for the incorrect information. He supposedly contacted Daniel Cappiello [protected]) Human Resources at New York Community Bank. I then contact Daniel Cappiello he informed me he never tells anyone to take the NYCB ESOP stocks as a taxable rollover when rolling over to a financial advisor at an institution but had to follow what was incorrectly completed on the form faxed by my financial advisor.
After these conversations, I took a home equity loan against my condo to pay the IRS. I mailed the check to the IRS on 10/5/20 which was cashed on 12/7/20. I did not have $3102 to pay the IRS, I am 68 and on social security.
Since that time, I have moved my accounts from Edward Jones to another financial advisor. I do not agree with what happened with this transaction to the completion of the NYCB transfer form to the reaction of my financial advisor when this transaction was presented to him.
I expect Edward Jones to make repercussion to me because this transaction was mishandled by my financial advisor that I had to pay the IRS $3102. I expect a response from Edward Jones.

Desired outcome: Repercussion to me

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Meagan Fishell
, US
Mar 20, 2022 12:22 am EDT

Dear Lynda, Your SSN is on the letter you posted. Please remove it ASAP for your protection.

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11:39 pm EST

Edward Jones Policies regarding hidden unnecessary unethical "fees"

I am already used to being charged for my stocks being held in ed jones because I like to keep things all in one place to make it easier for my heirs.
Just recently I have come to know that when I cash out of a stock it is held for a few days against my will in an account in which interest is actually charged to me, thus depreciating my proceeds. I was forced to reduce my shares in att recently before I wanted to, resulting in loss of over a 1000.00. The money was put into the holding money market account in which I had not known previously that I would be charged interest on it, however small a fraction of an amt it was. I am no longer receiving even that much interest in my other money market accounts or even the hermes prime cash account that used to bear decent interst, altho I have nearly a 900k still in cash making nothing. I feel this is unfair and even sneaky since I had to find this out by myself. Did I miss the fine print? Im disgusted and shopping for a new brokerage. Very disgusted actually. There have also been issues overlooked in the past that affected me financially that I felt were quite faulty and I overlooked those. This is just too much, I feel this brokerage is operating in the best interst of itself, not its clients. I do not mean to complain about my actual investment team. They are nice people just restricted by rules built more to increase the wealth of the edjones agency ahead and instead of the client.

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10:03 am EDT
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Edward Jones Service with Michael McKinney

I have Michael McKinney out of Racine, WI. as my financial advisor. First off I would like to make a report about how I was moved from my current advisor from Kenosha, WI where I live and then they moved me to Michael McKinney in Racine, WI. Where I do not live. I am always being called by him or other staff at all times of the day at which I have told them I work second shift and sleep mornings and am constantly getting woke up for stupid reasons that are not important. Next when I called and made an appointment to sell some of my stock, I set up an appointment with his secretary and she said that he would call me at 10:00 am. She called me later that day while I was at work and cannot take calls at that time but she left a message stating that he could not make that time and he was only avaliable for the afternoon. This 10:00 am appointment was set. When I contacted them the next day she repeated that he could not do it. I told her that I would make a complaint about this matter. I then called the main office and spoke to someone about this matter and she was able to handle the sale of my stock and was also able to transfer the money. I then received the phone call from michael mckinney at 10:00 am which I was told that he was not avaliable to make (how funny things change when you tell them that you are filing a compliant). I am very unhappy with him and want to be transferred closer to where I live. At this point in time I feel that my only option is to move from edward jones to another investment company because I am very disapointed with edward jones. This investment company should be working with all people, may it it be with investors with large amounts of stocks or small, this should not be the case. Get this service done correctly!

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8:27 am EST

Edward Jones advisor

My advisor of many years, Raymond Waters, has decided to spend much personal time with my wife. He also has restricted my access to "MY" account information. When I went into his office to get my account balance, his secretary, Sherry, treated me like dirt and sent me away empty handed. Only after calling Customer Service was I able to get my info.
I find this behavior repulsive and very unethical.

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12:11 pm EST

Edward Jones unethical behavior

More Edward Jones Complaints & Reviews
Edward Jones Investments - misrepresntation, fraud, seedy stock brokers [36]
Edward Jones - lied about commission [6]
Edward Jones - sales charges [1]
Edward Jones - breach of binding agreement [2]
Edward Jones - irresponsibility [7]
Edward Jones Investments - forged document accepted [2]
Edward Jones - lousy investment company [2]
Edward Jones - lost money without be told [1]
Edward Jones - ulana emerson, port jervis, ny
Edward Jones - the sale of 1000 shares of stock sold while I was under duress.

FYI. EDWARD JONEs HAS Banned me from trading altho they have my portfolio. I can take distributions but no trades. :_( WHY? WHY? WHY?
so i am just reminding you that i have valid reasons for cHANGING MY ADVISOR. its my perogative. yoU CANT RETALIATE ON ME FOR THAT.

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11:31 pm EDT
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Edward Jones unethical behavior

Kayla Stark is having sex with her Client which is my husband Jason Bragg in her office. I have pictures of their snapchat messages. On snapchat you can change anyone's name, so my husband changed it to a man's so I wouldn't know. Kaylas snapchat username will be in the photos. Her name appears as Ryan Simmons. The me is my husband talking. Kayla is in the blue. They talk about having sex a week ago. My husband had went to being her papers and I guess she locked the does and had sex in her office. My husband admitted to me that they had sex in her office. I think this is very unprofessional and I'd like someone to handle this situation. I have plenty of photos to show you how she was talking to my husband her client about marriage and like his penis and face [censored]ing. She is also married and pregnant. I just want it known that her actions and behavior isn't professional. I've already made a verbal complaint. I don't think she should be talking to clients like this or handling people's money.

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Update by BrittneyBragg
Oct 05, 2019 10:04 pm EDT

Has been resolved please remove this!

Update by BrittneyBragg
Sep 26, 2019 10:33 pm EDT

Can this be removed?

Resolved

It has been properly taken care of.

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1:07 am EDT

Edward Jones financial advisors unethical way of working with family members (beneficiaries) after the death of account holder

I am the successor trustee of my aunts trust where she was a client of Edward Jones. I was listed on her Edward Jones account in her trust account as the trustee and also a beneficiary of her IRA. After the time of her death when I contacted the agent she was being very confusing and difficult about giving me any information and told me that I was "not a professional" and was surprised my aunt put me in charge of this. She was only concerned about getting statements of my aunts other assets. It was a very difficult time after her death (3/26/19) and even after I presented the death certificate and trust documents she still was being difficult about giving me any information regarding her account. The beneficiaries listed were all out of state from her office and so naturally they chose to find their own Edward Jones agent close to them to get the accounts transferred to, including me. When the assets were finally divided, one of the beneficiaries, my elderly aunt (82 yrs old), spoke with her on the phone and told her she wanted the assets transferred into her Edward Jones where she was living. Assuming they were transferred, she received a call from Marisa several months later telling my aunt that her stocks were not making any money and was wanting to reinvest in a bond which my aunt didn't understand any of it and only confused her more because she thought her inherited IRA had already been transferred to her agent in her hometown. After that, my aunts agent (in her home town) repeatedly called her office and there was never a return call. It has been nearly 5 months since my aunts passing and we have had nothing but trouble from this agent. In my opinion, I feel that she has been unethical and making it hard by stalling in order for her to profit for herself. To my understanding, I believe the account of my elderly aunt was finally transferred over but I can't be for sure this is why I needed to file a complaint, this is very unprofessional and Edward Jones should not have these types of agents working for them.

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LSbg
, US
Dec 05, 2019 9:50 pm EST

We are experiencing the same type of difficulty with an Edward Jones Advisor who "inherited" our mothers accounts, after her financial advisor retired. This guy is shady. He delays, delays, delays and refuses to provide us information related to the options available to us for the annuities our mother owned. He even filed a death claim on an annuity which was held outside Edward Jones, without our knowledge and consent. He filed the claim before we ever contacted him to advise that our mother had passed away. He states that he is not able to provide any information as to the annuities other than here sign this lump sum distribution.
These annuities had not annuitized. No money had every been distributed from one of the annuities and somehow, the origianl investment grew less than 2% a year over a 26 year period.
Edward Jones Corporate will not help whatsoever. It seems that this hide and seek game with our mothers assets may very well be illegal, but how are we supposed to challenge this guys BS?

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Steve Goddard
, US
Jul 18, 2022 7:10 am EDT
Replying to comment of LSbg

contact the attorney general

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5:36 pm EDT

Edward Jones investment account

I HAD CONTACTED EDWARD JONES CONCERNING THE FACT I WAS TRUE DURABLE POWER OF ATTORNEY OF JOHN B DAVIS I HAD EXPLAINED MR DAVIS HAD ATTRACTED PNEUMONIA WITH SEPSIS AND HE COULDN'T WALK AND HE HAD BEEN RENDERED INCOMPETENT. I FAXED OVER THE COMPANY WHERE IT STATE HE WAS INCOMPETENT AND LATER FAXED OVER POWER OF ATTORNEY AND EXPLAINED MR DAVIS WAS ON A WAITING LIST AT A NURSNG FACITLITY TO BE PLACED AT WHICH TIME I WOULD NEED TO PAY FOR HIS CARE BECUZ THATS WHAT THE MONEY WAS TO BE USED FOR. I HAVE TAKEN CARE OF MR DAVIS THE PASS 2.5 YEARS HOWEVER HE IS SLOWLY DECLINING IN HEALTH. I WANT TO EXPLAIN THAT HE HAS LEWY BODIES DEMENTIA IN WHICH ONE DAY HE MAY BE CLEAR AS A BELL AND THE NEXT DAY HE MAY BE SWINGING IN THE WOODS THINKING HE IS 12. MR REASE CALLED MR DAVIS SON WHICH HAS BEEN A STRAINED RELATIONSHIP FOR QUITE SOMETIME WE ALSO BELEIVE HE RELEASED MED RECORD WHICH IS PERSONAL WHICH CAN BE PROVED BECUZ THERE WAS THREE COPIES WHICH WAS SUBMITTED TO NURSING HOME PLUS MINE AND THE ONE AT HOSPITAL THE NUSING FACILITYS VERIFIED THAT THEY DO NOT RELEASE WITH A LICENCSE OF THE PERSON PICKING UP AND THEY HAD NOT BEEN RELEASED AND NOT RELEASE BY ME EITHER SO THAT ONLY LEAVES THE BANK AT THE TIME I MADE CONTACT WITH THE SONS WIFE VIA A CELL CONVERSATION SHE READ WORD FOR WORD WHAT THAT MEDICAL DOCUMENT STATED AND EVEN THE DR THAT MADE THE STATEMENT IT IS ILLEGAL FOR THE BANK TO RELEASE ANY MEDICAL INFO I PERVIDED TO THEM CONCERNING HIS HEALTH MY UNDERSTANDING FROM THEM IS THAT THEY NEEDED TO SENT TO THE ATTORNEY WHICH I DONT THINK HAS BEEN DONE NOT SURE BECUZ THEY DIDNT CONTACT BACK TERRILL BASED A MEDICAL OPINION OF HIS OWN THAT HE WAS COMPETENT HOWEVER THE DRS BASED IT ON A 3 Year spam of dementia from lewy bodies be it may at sometimes he can be clear as a bell which can be but taking him in to a legal contract confusion would begin Terrill also made comment concerning us stating he didn't know what we were trying to do as though we were trying to take something or be dishonest we have kept him home three years and have never taken anything not even money its just that we cant lift him he to heavy and hes changing so much that he is way pass a nursing facility and for a banker to try to interfere just to save a account is crazy we already know its illegal to release his medical record it is personal and confidential once he was ruled incompetent I am the only one with permission to sign to make release and I have not done so im expecting them to be cited and printed in paper that they were cited also I need to include Mr David account number [protected] and add I prefer Mr Davis not be contacted because of confusion and agitation I can fax u copy where I faxed to them the durable and also the copy of being incompetent. Apparently Mr Rease thinks because hes a banker he knows all the laws and feels he is above the law I want this investigated as stated above I know the law was broke with the release of that medical record

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4:13 pm EDT

Edward Jones inexperienced financial advisors

Edward Jones hires advisors to manage accounts right out of training for just a few months. Most clients know more than them
These so called advisors have to make a certain amount of money in a very short time or they are fired. The money comes only from you, the investor. They do not reveal the exorbitant fees and commissions to you. Try an online company like schwab or ameritrade. Anyone is less expensive and more honest. Get out if you are investing with them now and you will instantly begin to save money and earn more.

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2:19 pm EDT
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Edward Jones Annuity

I do not understand why Im being charged a surrender fee by Edward Jones? My understanding is that my Edward Jones account was invested in various mutual funds? When requested a direct transfer of my account with Edward Jones to Allianz, meaning the money went from one IRA to a new IRA with no penalty, fee or tax consequence.

I Need help get to the bottom of this!
I have sent emails to my home office with no response on this matter
I did not authorize this transactions to occur and I want my surrender fee back
I was told a supervisor would call me and no one has.
Betty Kortman
[protected]

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5:37 pm EDT

Edward Jones my father's stocks

My father, Lowell Burchett, died understanding that my stepmother, Charlene Burchett, would live off the dividends and interest accrued from his stocks. It's been 17 years since he passed away. During that time, Vance Stewart allowed her to take money out of those accounts. Money that was more than the dividends and interest that she was allowed. My brother and I have tried repeatedly to talk to Vance about her dishonesty, but, we've been told he can't talk to us. We were asked to not come into the office anymore. My stepmother has used Mr. Stewart to her advantage to achieve her goal of getting all of my father's money by taking every penny she can from Dad's accounts. Mr. Stewart has allowed her to do this. The stocks should have been there as our inheritance from our parents when she passes away. I have paperwork to prove all this and much, much more is the truth. I need someone to listen to me. The latest we've heard is that she has been questioned about insurance and tax fraud. I need someone to believe me and help me solve this problem before she's gone and it's too late. I sincerely hope you respond to my message. The truth needs to come out. Thank you.
Carnel Wilt
216 S. VanDemark Rd.
Sidney, Ohio 45365
[protected]

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3:31 pm EST
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Edward Jones no background check before hiring advisor

Recently came to my notice that Edward Jones in Toronto, Canada has hired an advisor with a very dubious background, I am surprised that no background check was conducted.

This person's name is Raj Arora.

This gentleman has created and operated several illegal ponzzi schemes before being hired by Ed Jones. He is also been convicted for spouse abuse (his wife is a co-worker so I need to protect my and her identity)

Most recent
- Operated an illegal private fund where client funds were invested into currency trading options. The name of the scheme was operated as Royal Astute Finance. Client funds were syphoned off for personal use!

Past activities
- several ponzzi schemes in USA

How can you trust Edward Jones if they hire such people

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johnsmith112233
, US
Jan 14, 2020 11:32 am EST

What a scam, i hate Edward Jones. The sales guys are so pushy

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7:21 pm EST
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Edward Jones my portfolio, account management. guided solutions flex fund

My Name is Philip Marciniak. My Account is a well balanced Flex Fund. I Also have Roth's Accounts. I had seen steady growth and my portfolio was well managed. However during the last 1 year and a half, I made some withdrawals. The total for 5 transactions was $39, 000. Now as I said I am well balance with a conservative moderate approach with Edward Jones. My Gaines totaled $19, 000 - $21, 000 during the first year or so beyond that. So I was satisfied. I made 4 or those 5 transactions using my ACH account to transfer to my Banking institution. And each time I made a withdrawal I lost a significant amount ranging from $5, 000 - $8, 000. An example was my last withdrawal for $3, 000. a month ago. I lost at the same time another $7, 000. Now I understand market volatility. However, I am in a conservative portfolio. I've never had Gaines over $1500. I would of been better taking out a bank loan which would of cost me $600. So I want someone to investigate my 4 withdrawals to make sure there are NOT any improper use or mis-use of my funds, I trust my broker Diane Lucart. Page AZ Location. I understand it's investing risk. But maybe there were other ways to remove funds with out such a High! loss. The 4 withdrawals were my entire Gaines over the history invested with Edward Jones, some$20, 000 while I removed that $39, 000. And I may have been better off closing my account getting all my funds and reinvesting elsewhere. Please have someone investigate. I am considering closing my accounts. My broker says I am well balanced but if that was the case why such a SEVERE loss, when I would never see Gaines that high so how I took such a blow is a concern. Please look into this for me. Thank you, Philip Marciniak. 600 N 4th St. #752 Phoenix AZ 85004. [protected]

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2:22 pm EST

Edward Jones stock selection when to sell

I have been with Edward Jones over 4 years. I have not made any money. As a matter of fact I am down 2, 000-3, 000 dollars over the time I have been with them. I took my money out of fidelity so it could be more actively managed. I have paid thousands in fees over the past 4 years and not made any money. When I am up in a stock I have to call my rep and "Demand" that he sell so I could make a little money. I called in July when FB was $210 and I had made a lot on the stock. He advised I only sell 3 shares. Whats the point of that. So I listened to him and kept the 32 shares. I went from being up $1100 to being down $1300. Crazy idea. If I had not demanded he sell certain positions this year I would be down 5, 000-6, 000 dollars. I don't have prior years records because it is too depressing. (My wife won't talk to me about my decision to go with Edward Jones). Check back the mutual funds he purchased for my account, I rarely if ever made any money. If i had just bought Oil at $50 and sold at $70 I would be up 30, 000.00. But, you don't buy Oil. Check my prior records and see what i have made. Please call me at [protected]. James Connery

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9:02 am EST
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Edward Jones unauthorized withdraw from account

My oct 26 statement shows $94, 984.34 withdrawn from my account where I only withdrew $60, 000.00. I have talked to my financial advisor, Frank Ballard Jr. and Bob at your customer service and neither can explain what exactly happened and both have said a corrected statement is not possible. My account number is [protected]. I am not satisfied that this is just a "perfect storm" and that my account balance is correct.

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Update by Richard Fulton
Nov 23, 2018 9:04 am EST

as stated

Update by Richard Fulton
Nov 23, 2018 9:03 am EST

rrutrsj

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3:56 pm EDT
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Edward Jones supposed to be getting a reimbursement of my 5% that I put down on my initial investment.

At the beginning of 2016 when I opened my IRA account, the financial advisor was Mike Pickett. He said I had the option of choosing to pay a 1% fee per year or put down 5% up front. He said that the 5% down was a better deal since I planned to have this account for more than 10 years. So we did that, but at the end of that year he said that I had to pick out a different account for 2017. I chose the Flex model account. He said this account would charge fees differently, and that I would be reimbursed for the 5% that I was charged for the other account over a 3 year period. Well, I don't see that I am getting reimbursed for the proper amount. Every time I asked my financial advisor he said he would check into it. Well, he left the company, and now I have a new advisor who didn't know much about the old account, so I'm trying to fix this on my own. I've been very patient waiting to get reimbursed, but the reduction in the fees is so small that the numbers just don't add up. It's been almost 2 years now and I need some answers.

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5:14 am EDT
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Edward Jones ulana emerson, port jervis, ny

Back in February of this year we had our first annual review with Ulana.The market had done well in 2017 and the dow was up 22%.A small 401-k I own was up 36% and my own stock trading account was up 24%.Our account with Edward Jones was up 13% and Ulana thought that was great. I asked where my 10% was and she seemed puzzled.I expected Edward Jones to beat the market and yet she was bragging about half the return compared to the dow.I'm a truck driver and I work nights, sleeping all day and yet both of my accounts beat the market and trashed EJ.Ulana asked what my strategy was like, I said I had been more than 95% invested since 1985.She said that was "crazy" and only a "stupid " person would expose their portfolio at that level.I insisted that was the case and she repeated the two quoted words.I found another investment firm, they are more in line with my aggressive style rather than just trying not to lose money like EJ.We transferred half our money and met again with Ulana in July.She ignored the fact that half the money was gone and did not even ask where.She also ignored my almost completely and was not in the mood to apologize.There were several 500lb gorillas in the room and Ulana decided not to address any of them.Except for an annuity managed by Mutual of Omaha we are done with EJ.If any of this is unclear you have my contact info or call [protected].Robert J Domanoski Jr

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7:59 am EDT
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Edward Jones private consultation

I met confidentially with Peter Doyle, of Amesbury, Massachusetts about opening a potential account. .He was also operating as Treasurer of our organization, Friends of the Powow River. I have reason to believe he disclosed what I believed was my confidential financial meeting with other members of our group and went to police claiming that I had stolen funds from our organization. This was in spite of my inviting a qualified accountant to review all accounts which he refused, in spite of even other members to step forward to mediate and resolve this issue. I have gone far beyond in my attempts to assure Peter Doyle of my correct action.

I believe based on his knowledge of the stress of my personal finances, that he took that information, shared with the group and accused me of stealing funds from Friends of the Powow River. It was my group and as Founder, my expenses are accounted for. I believe he used my personal information as a reason to file a legal complaint against me. It was a false accusation as determined by my attorney. The attorney cost an additional $750.00 which created hardship not only financially but also with my standing on several projects I was getting off the ground in our community. I feel as if I have been wronged. I have documented evidence of his using his position with Edward Jones to file his errant complaints against me. Without witness I felt isolated and unjustly accused. Please let me know what can I do to resolve my dispute with Mr. Peter Doyle. I prefer to be compensated attorney fees as well as pain and suffering for what he has put me through this Summer. There were added issues with his involving the Attorney General while also disregarding lack of receipts from other group members which I have yet to receive! I am beyond patience with this gross and unprofessional activity by Mr. Peter Doyle.

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9:30 pm EDT

Edward Jones intentional loss of stock monies

9/4/2018

Edward Jones Management

To Whom It May Concern:

I would like to lodge a complaint against Nathan Zombroski (Edward Jones, Springfield, MO). He was my stockbroker for two (2) years, during my employment at Ozarks Teen Challenge, Branson West, MO.

Because our CEO had praised him so highly, I trusted him enough that I moved over $70, 000 from my TIAA-CREF account and was set to have a percentage moved yearly from there, as well.

During that two (2) years, I had to ask him over and over again about monies he continued to lose, telling him specifically that I wanted moey moved from particular stocks (ex., O'Reilley), to which he responded that he knew what he was doing and I did not.

Because of my age and single status, I couldn't afford to let him continue to lose anymore of my retirement money; the amount having been lost being significant. I had two (2) different stockbrokers look at the history and the question they asked was the same; "Why?" I then moved it to another account that I had, and of course, stopped the movement of other TIAA funds into that account.

In addition to refusing to move the losing stocks, Nathan made several ageist comments re: my age and stating that I should be ready to retire, in public. Needless to say, I am not retiring any time soon, but don't appreciate the smart aleck and undermining comments anymore than I appreciate all of the money he lost (and it wasn't becuase of the market; it was because of his ego).

Please, if there is any way in which he can be sanctioned, I would ask that you seriously consider doing so.

Thanking you in advance for any assistance you can provide in this matter,

Laura Morrison-Roets, EdD, PhD, CTRS/L, LADC, CRAADC/Supv., CM III
[protected]-4445

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