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Edward Jones
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Edward Jones
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88 complaints
23 resolved 65 unresolved
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J
9:19 am

Edward Jones - proceeds of sold equities

It's hard to believe that a large, financial institution could mess up once or even twice, but four times?

Three years ago I requested EJ sell $20K US equities be sold and have the proceeds (cheque) sent to my Canadian address, not my Florida address.

And I also requested the cheque be sent via overnight courier, which I happily agreed to pay for.

After the stipulated time of sale and settlement of account a cheque was cut.

Guess what? The next day — no cheque.

Matter-of-fact no cheque for the next 3 days, however I was assured that the cheque was on its way.

On the 4th day I received a call from my sister in Florida who said: "I have a UPS envelope to your attention. What should I do?"

I promptly called my broker, who apologized profusely and called head office in St. Louis to issue a new cheque and send it UPS overnight at their cost.

Cheque was in hand the next day; actual timing of sale to cheque in hand was
9 business days with a weekend thrown in for good measure.

Imagine if I needed the monies to close a deal, pay for an operation or timely loan to a family member?

But it doesn't end there: It happened again and again with the same results.

So what do you do on the 4th attempt?

Spell it out in capital letters and beg, grovel and cajole like this:

"I beg you for the last time, please send cheque to my Canadian address, do not send to my fla address. Do not send by regular us post. Send cheque by ups overnight delivery. I will pay."

Result: Sale of equities at Monday's bell; settlement Wednesday; notified of sent cheque by UPS for delivery Thursday; make that Friday; sorry, Monday;
again sorry Tuesday; actually it was posted by regular mail. As of Wednesday,
no cheque.

I expect a call from my sister in Florida, most likely tomorrow.

So how do you deal with a "shower-of-fools" who cannot get anything right?

I guess you look elsewhere to park your money.

JG

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P
12:27 pm
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Edward Jones - ira distribution for 2017

My family has been with Edward Jones for ten years or more at the Bakersfield office, located at 5603 Auburn St. C the Bakersfield managed by Lourdes Arrubla and Kyle Lillard. My mother had a IRA account with Edward Jones that whole time, and every year early November the office would notify her about her yearly IRA distribution and send it to her home. In...

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G
2:42 pm
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Edward Jones - mac wren financial advisor

We met with him on November 13, 2017. We signed the appropriate forms to release $5000.00 from acct#315-93174. He informed us he would be mailing us a paper check in the next few days. Called on the 17th of Nov. as we had not received the check. His office administrator, Nancy Weimer assured us we would have it by Monday Nov. 20, 2017. On Nov. 14, we had...

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C
9:06 am
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Edward Jones - tax return preparation for the last thirty years continually and for clients as well as others but always the same individuals

Ricky Dale Williams has NEVER stopped doing tax returns since he was able to including the entire time he has been a financial adviser for Edward JONES. If something isn't done about this immediately I will put this to the entire world. Darrel Callahan, Dale AND Earlene Williams, Tanya Lynn Passmore, Ryan Passmore, Erika Williams (Edward JONES employee...

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K
3:41 pm
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Edward Jones - unethical behavior

I was interested but no longer after the inappropriate text messages I received and unwanted conversations by one of your employees. I thought she was trust worthy but then she started texting my spouse and making unwanted advances. We both have told her we were not interested in any other dealings or any type of sexual counters/groups and she still keep...

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G
4:50 pm
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Edward Jones - laura guerrero - financial advisor

Have been with Laura Guerrero for years at the Whittier CA Edward Jones branch in Greenleaf. I am a 90 year old man who recently found out I have been taken advantage of the whole time. Not only does she harass me by coming over to my house uninvited but she always gives me trouble when I want to move money and never wants to do it. I also recently found...

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G
10:12 pm
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Edward Jones - laura z. guerrero financial advisor

Terrible experience with Laura Z. Guerrero. She claims she is trying to help people make money for retirement, college savings, or even vacations, but does quite the opposite. She does not help you understand financial management like she claims, but talks down to you instead. I feel sorry for all the older men and woman that trust her to take care of their...

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M
8:10 pm
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Edward Jones - maria c vafiadis and robert urbanski

I am writing to you in regards to a negative customer service experience I encountered with an Edward Jones FA office in my area. After a recommendation from my sister who works in home office, I reached out to Anne Witherell from Jeff Mizner's office. She failed to return my email for almost a month. I then made a phone call and she was kind to schedule a...

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R
5:00 pm
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Edward Jones - prudential annuity

When I first opened my account with Edward jones, Scott Skinner advised me to invest in an annuity with prudential. This was within my tax deffered retirement account. I already have enough retirement income from pensions and s.s. to live on. shortly after this Scott moved to another office .I believe that Scott advised me this way for the big commission on the annuity!!!

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A
10:38 am
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Edward Jones - edward jones advisor

My wife was trying to get a job as an advisor with Edward Jones, she was getting advice from an advisor Michael R. Kopec from Michigan city IN. He was inappropriately texting her and she went with it thinking if she didn't she wouldn't get the job. He is married with a family. We ended up separated bc of the texting and he forged his wife's signature on...

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N
10:31 am
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Edward Jones - investment-harassment (unethical behavior)

Hello, A representative from Edward Jones Financial has come to my house multiple times. I have already asked her not to come but has solely requested to speak with my father. My father is already retired and he has even told her that he is NOT interested in investing his money. My mother has told her the same thing and the representative is insisting...

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S
2:35 pm
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Edward Jones - no response from agent - lost funds

My agent is Joseph R. Meyer who's office is in Florissant, Missouri. Phone number is 314-524-6333. Our last conversation was regarding why I did not see shares of Visa and Pay Pal on my monthly statement. Early last year we reviewed my portfolio and he was to look for and suggest different stocks. He came back to me suggesting Visa and Pay Pal. I told him...

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A
10:35 am
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Edward Jones - electronic access to account information

After 25+ years of investment partnership with Edward Jones, I closed my remaining accounts in January 2017. I had received the 2016 1099s - one of which had incomplete figures. I was to "check" weekly for those complete figures which would be "finalized" by March 15, 2017 if not prior to that date.

I have (HAD) on line access to my Edward Jones accounts until - with no prior warning - on March 7, 2017 could no longer access the information on line as my account(s) had been closed.

This means I cannot electronically bring over the 2016 figures to complete my 2016 taxes.

In this age of electronically obtaining information, it is mind boggling to me that Edward Jones would not allow the access to account tax information at the very least until after April 15th! When I talked to "customer service" (hahahahaha) the response was "too bad, so sad"!

I have warned the members of my family and at least 2 of my friends (who have EJ investment accounts) of this situation.

Stupid is as stupid does.

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L
9:13 pm
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Edward Jones - the sale of 1000 shares of stock sold while I was under duress

My husband died January 13, 2016. Before he died he told me to go directly to collect a death benefit for $50, 000 through Hartford Insurance. When I contacted Hartford they told they sent it to Steven Price at Edward Jones in Shelby NC. While I was grieving the first of February Steven had me come to the office and sign things while I was under duress. My...

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3:39 pm
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Edward Jones - phone surveys

Just got my 2nd robo call at 6:25 PM Tuesday November 8th. I already registered a complaint regarding the first call I received a few days ago. I am also on the NO CALL LIST. I am also aware that consumer surveys do not apply. But why call a client who says not to? This really hurts my perception of Edward Jones and I will relate the same to all my clients interested in investing their hard earned funds. Kerry Lenon CPA, CFP

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D
8:02 pm
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Edward Jones - payments not made

This has been ongoing for 2 years. In December 2015 Edward Jones was court ordered to disburse the funds from my mothers Trust account NLT 31 March. All documentation was given to them in time to do this. It was not done. We signed a legally binding agreement giving Edward Jones until 30 June 2016 to disburse the funds. The funds have not been disbursed nor...

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C
3:05 pm
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Edward Jones - unethical behaviour

7/22/2015 Date of incident, Branch 99165, main account 916-05589-1-3 accounts in reference 916-80443-1-2, and 916-80442-1-3. Accounts mentioned are roth iras that I had in branch 99165 with the local financial advisor being Morgan R. Manfre that advised me when asked about the distribution of the funds and if I would do so whether I would face any...

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R
2:26 pm
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Edward Jones - financial services

Have been an Edward Jones client for many years. After relocating to Bullhead City, Arizona, I met with and completed an account transfer to their local financial fraudster, Kari Hoffman. This advisor has continously made trades from my account without my express permission. She has bullied me unmercifully to buy a high commission (for her) annunity. This woman needs to be fired and prosecuted for her fradulent actions.

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M
6:20 pm
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Edward Jones - won't release funds after court ordered

This company has been a real bully. They have lost a gr6, at deal of money because their fees are high and the trust is small. Around 27, 000.00 as of now and could have released the funds but instead wanted court order. After almost a year, about huge attorney fee and time the court gave them the order. They are taking their attorney fees out of my account...

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J
11:41 pm
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Edward Jones - best interest of client

My husband and I invested our inheritance and retirement accounts with Edward Jones when we moved to Chapel Hill, N.C. in 1997. Jerry Bergner was our investment counselor. My husband had dementia (he passed away in 2002) and I was not well-versed in financial matters, including understanding budgeting. Because my husband was not able to help me in many...

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