Edward Jones

7/22/2015 Date of incident, Branch 99165, main account [protected] accounts in reference [protected], and [protected].
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 repercussions if I was to withdraw them was told no because the funds were showing no earnings and that they had been in the account for over five years and that there would be no problems if I chose to withdraw them, so at Her advise the representative of your company I had Her make the sells. Time moves on and bringing my paper work including a 1099 from Edward Jones to my tax consultant for the year of 2015 on the 2/2016 advised me of penalties for early withdrawal, and on earnings that were made from the funds. Speaking with Morgan on this matter I was told that the 1099 was just for my reference, and needed not to be shown on my taxes, knowing this not to be the case and trying to arbitrate and exhausting all avenues with my local branch with this matter and the original local branch the funds were placed with Luke Manfre 1101a Seventh St., Morgan City, La. 70380, and moved into the new branch where this action transpired being assured at that time would still be cared for and be given necessary information and advise as needed. That not being the case, the correct 1099 would be issued and the allowance of me to return the earnings and placed them back in there accounts to prevent these penalties that or substantial, and to my understanding the forms 5498 that are required that show the amount of withdrawals are not due until may 31st would be the simplest thing to do. I cannot understand why Morgan Manfre does not own up to this action on Her part that created this mess by not informing me correct information and advise on this matter when asked of Her, and am appalled at the inability on Her part not to do so and also keeps delaying this action to take place.