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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
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
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
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
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
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!
Experience with Edward Jones - Bogleheads. org Re: Experience with Edward Jones by shess » Mon Sep 06, 2021 6:02 pm Rain Check wrote: Mon Sep 06, 2021 5:11 pm I am an EJ client Over time my investments held in EJ have accumulated to a significant amount I also have the same amounts in two other brokerages, incl Vanguard
Likely Move From Edward Jones to Vanguard - Bogleheads. org Re: Likely Move From Edward Jones to Vanguard by Duckie » Tue Jun 21, 2022 12:57 am estrellamts wrote: Sun Jun 19, 2022 10:10 pm Need suggestions on transferring EJ taxable investment funds straight over to Vanguard account or better to convert to Vanguard funds?
Moving from Edward Jones to Vanguard - Bogleheads. org Re: Moving from Edward Jones to Vanguard by bbass0408 » Sat Apr 23, 2016 2:31 pm FoolStreet wrote: Because these are tax advantage accounts, I don't think there is any tax implications to just having Vanguard pull them over, then selling within Vanguard and replacing with a target date, life strategy or 3-fund portfolio
Mother Died. Question About Inherited Investments I have four siblings and Mom's will indicates that her investments are to be divided equally across all 5 children What is the most efficient way (tax and otherwise) to divide the following by 5 equally? Edward Jones Account - $700,000 $250,000 in taxable spread across 8 American Funds $450,000 in Traditional IRA spread across 7 American Funds