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Edward Jones
- Financial Advising
- Raleigh, NC
About this business
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Location details
2245 Gateway Access Pt Suite 301, Raleigh, NC, 27607, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Beth Scupin let the value of my account escheat to the state right as she got a promotion. There was no contact from her, other than a single letter 60 days before. I didn't see her letter until after because I was temporarily living out of town for that month. A week before the scheduled transfer to NC's Unclaimed Property, Beth set my account's new financial advisor to someone else. This new financial advisor has been working for less than a year. Any small investment gains she made—with my account setup for me at birth, b... read more
Beth Scupin let the value of my account escheat to the state right as she got a promotion. There was no contact from her, other than a single letter 60 days before. I didn't see her letter until after because I was temporarily living out of town for that month. A week before the scheduled transfer to NC's Unclaimed Property, Beth set my account's new financial advisor to someone else. This new financial advisor has been working for less than a year. Any small investment gains she made—with my account setup for me at birth, b... read more
I had a long-term investment account with Beth Scupin for 10 years or more. Today, out of nowhere, I received a letter that she had transferred my entire account to the state’s unclaimed money. Not sure why...I didn’t instruct her to do this. Beth did not communicate with me that she planned to drop my account. It’s going to be a headache trying to have this money returned to me. Any small investment gains she made with my money will probably be spent trying to get this money returned. Highly Dissatisfied.
Frequently asked questions about Edward Jones
How is Edward Jones rated?
Edward Jones has a 1 star rating with 3 reviews.
When is Edward Jones open?
Edward Jones is open now. It will close at 5:00 p.m.
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