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Edward Jones
- Investing
- Town and Country, MO
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
11652 Manchester Rd, Town and Country, MO, 63131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Been with Edward Jones for 25 years , then my manager retired , they brought in Chad hanelman to replace him , and all of my investments where sold at the reins of Chad , with out my authority , i contacted Edward Jones with my complaint , they said Sorry . very poor service , think twice about your investments , because they are at there discretion of the manager , this was Edwards Jones reply
Business response:
To whom it may concern: The Complaint Investigations Department is responsible for reviewing clients' concerns regarding their accounts. As such, Steven Sherle's complaint has been forwarded to our department for review and response. Edward Jones takes all client complaints seriously. We reviewed this matter and responded directly to the client.
My broker was competent and approachable. However, I wanted to invest in funds with lower expenses so I transferred our accounts to another institution. Edward Jones then charged excessive transfer fees. There is a $95 account close out fee per account, plus another $40 Roth IRA transfer fee. Altogether, we paid over $600 in transfer fees.
James *******, Financial Advisor of the North Seattle Office went to ******* Gardens (an independent senior living facility close to his office) and formed a "relationship" with our father who has early onset dementia, Alzheimers, and a massive drinking problem and made progress in trying to get our impaired father to transfer his assets from ****** ******* in NYC from a broker who has worked with our family for over thirty years. He got so far as to calling our family attorney to see "who held the Power of Attorney" over th... read more
Business response:
This was a gentleman who approached our financial advisor (FA) and wanted to discuss moving his account. The FA quickly realized the client appeared to have diminished capacity and asked the gentleman if there was someone he trusted he could speak to about his financial affairs. The gentleman referenced his attorney and the FA reached out to the attorney and at that time he was made aware that his daughter (listed above) was the POA for the gentleman. The FA did NOT initiate any business i.e. opening of the account or transf... read more
Frequently asked questions about Edward Jones
How is Edward Jones rated?
Edward Jones has a 1.2 star rating with 66 reviews.
When is Edward Jones open?
Edward Jones is open now. It will close at 5:00 p.m.
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