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Moving from Edward Jones to Fidelity - Pros Cons of Index funds Re: Moving from Edward Jones to Fidelity - Pros Cons of Index funds by krow36 » Wed Jun 07, 2017 1:12 am If you go to the Vanguard website and look up the Growth Index fund, you can then use the Compare button and compare it's return to Contrafund over 1, 3, 5 and 10 years Then you can add Index 500 and Total Stock Index to the comparison
Interesting Story about Leaving Edward Jones (investments approach . . . Re: Interesting Story about Leaving Edward Jones (investments approach) by Everlast311 » Thu Mar 13, 2025 1:08 pm Wow, that's the opposite of the "put my client in 30 different ETFs so they can't make heads or tails of it" strategy
Transfer from Edward Jones to Fidelity or - Bogleheads. org Re: Transfer from Edward Jones to Fidelity or ? by carminered2019 » Sun Apr 24, 2022 3:05 pm Make sure you print out the statement from EJ for backup before the transfer I transferred the same amount as you last year to from EJ to Fidelity without selling the funds Fidelity guided me through the process and it was easy
Exit out of Edward Jones - Bogleheads. org Re: Exit out of Edward Jones by Strayshot » Sat Dec 26, 2020 3:05 pm Parasites like Edward Jones are able to live in harmony with their hosts for years and years and often go undetected, all the while siphoning off wealth Congratulations on identifying and expunging that bug!
I want to leave Edward Jones and go to Schwab - Bogleheads. org Re: I want to leave Edward Jones and go to Schwab by CAsage » Wed Jul 19, 2023 5:44 pm I wrote a draft of "how to leave your advisor" Here it is! Reasons People may want to leave their current investment advisor for many reasons People may inherit a complex portfolio along with an advisor, or feel committed due to social connections
Edward Jones or Vanguard? - Bogleheads. org My mother-in-law has her retirement account with Edward Jones She is a very sweet and trusting woman, and she has little to no confidence in her ability to manage her investments She likes that with Edward Jones, she can sit across the table with someone who will tell her that everything is under control, and that they will do everything for her
Transfer in kind from Edward Jones to - Bogleheads. org Re: Transfer in kind from Edward Jones to ????? by ZOOM678 » Fri Jan 27, 2023 12:18 am Thank you to everyone for your advice and information I printed my Cost Basis for each account and I will print them again just before the transfer to the new company
Moving from Edward Jones to Vanguard - Bogleheads. org Re: Moving from Edward Jones to Vanguard by kenner » Thu Mar 03, 2016 1:21 pm Fiduciary duty essentially entails a legal standard that means the investment advisor must put the individual investor's financial interests first, not the company's financial interests
Edward Jones Guided Solutions - Spouse is Employee Re: Edward Jones Guided Solutions - Spouse is Employee by David Jay » Wed Dec 13, 2017 11:58 pm Based on previous threads, I don't believe that EJ will be interested in working with you on this situation Every job is the totality of pay, situation (work schedule, commuting distance, COL ), benefits, and restrictions
Edward Jones employment requirement - Bogleheads. org Edward Jones employment requirement by FBN2014 » Tue Dec 20, 2022 7:50 pm Has anyone ever heard that a requirement of working at Edward Jones is that you have to transfer your investments to them? My daughter is going to interview for an part time administrative position and she heard through the grapevine that this is their policy