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Experience with Edward Jones - Bogleheads. org In fact, I call Edward Jones catnip for senior citizens Local office, local representative, friendly and folksy atmosphere; they just can't resist It reminds me of Woody Allen's comment that half of life is just showing up Well, Edward Jones shows up and they show up everywhere
I want to leave Edward Jones and go to Schwab - Bogleheads. org Re: I want to leave Edward Jones and go to Schwab Post by Chv396 » Wed Jul 19, 2023 6:39 pm When we transferred out of Ameriprise in 2009, we were charged “account closing fees” of $100 per account, despite being with them for 6 years
Interesting Story about Leaving Edward Jones (investments approach . . . Re: Interesting Story about Leaving Edward Jones (investments approach) Post by Retired@58 » Thu Mar 13, 2025 5:20 pm go140point6 wrote: Thu Mar 13, 2025 4:40 pm He should make sure he immediately gets all confirmations and statements if he doesn't have them
Transfer from Edward Jones to Fidelity or - Bogleheads. org Re: Transfer from Edward Jones to Fidelity or ? Post by Shallowpockets » Fri Apr 22, 2022 7:58 pm Looks like you are going to try and time this fund exchange predicated on opening account bonuses and reimbursement of EJ closing fees
Moving from Edward Jones to Fidelity - Pros Cons of Index funds Search "Edward Jones" in the search box and read a host of other threads on the subject It doesn't do much good to pick a time period (10 years) and two funds and compare them and make broad based assumptions I'm guessing you could pick several that beat the Total US Stock index and several that lagged the index Start with the Wiki and the
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
Edward Jones Guided Solutions - Spouse is Employee Edward Jones refuses to give this permission unless it is for some sort of service that they don't offer Answering no to that question would be my only way out of this predicament, but I don't want to lie on any forms if there's even the slightest chance my wife could get in trouble
Leaving Edward Jones is there a better or worse time Just wanted peoples opinion I have about 800K invested in many many different funds with Edward Jones Of course my financial advisor is a good friend of mine, and over the years I have wrestled with the decision to leave and move everything to Vanguard I already have an IRA and a taxable account with Vanguard
Advice on Transferring Out of Edward Jones - Bogleheads. org Current Assets (Outside of Edward Jones): My Roth 401k: $51k Spouse’s Traditional 401k: $41k Private Equity Investment: $375k Annual Contributions: We max out both of our annual IRA contributions (19k goes to roth, 19k goes to traditional)
Transfer in kind from Edward Jones to - Bogleheads. org When I leave Edward Jones this year, will they allow Turbo Tax to access my tax information for the short time I will be with them this year or am I going to find myself up a creek and out of luck? I sure don't want to be getting in trouble with the IRS and I really don't relish the idea of needing to hire a CPA for my 2023 taxes