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Edward Jones

Edward Jones review: Annuity

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Author of the review
2:19 pm UTC
Verified customer This complaint was posted by a verified customer. Learn more

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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  1. Edward Jones Contacts

  2. Edward Jones phone numbers
    Click up if you have successfully reached Edward Jones by calling +1 (314) 515-2000 phone number 0 0 users reported that they have successfully reached Edward Jones by calling +1 (314) 515-2000 phone number Click down if you have unsuccessfully reached Edward Jones by calling +1 (314) 515-2000 phone number 0 0 users reported that they have UNsuccessfully reached Edward Jones by calling +1 (314) 515-2000 phone number
    Head Office
    Click up if you have successfully reached Edward Jones by calling +1 (800) 803-3333 phone number 0 0 users reported that they have successfully reached Edward Jones by calling +1 (800) 803-3333 phone number Click down if you have unsuccessfully reached Edward Jones by calling +1 (800) 803-3333 phone number 0 0 users reported that they have UNsuccessfully reached Edward Jones by calling +1 (800) 803-3333 phone number
    Customer Service
  3. Edward Jones address
    12555 Manchester Rd, Saint Louis, Missouri, 63131-3710, United States
  4. Edward Jones social media
  5. Laura
    Checked and verified by Laura This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    May 18, 2026