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Advice on Transferring Out of Edward Jones - Bogleheads. org JFMXX JPM FEDERAL MONEY MARKET I 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) David Jay Posts: 14928
Experience with Edward Jones - Bogleheads. org Re: Experience with Edward Jones by nedsaid » Mon Sep 06, 2021 7:24 pm gwe67 wrote: ↑ Mon Sep 06, 2021 7:21 pm Edward Jones paid big bucks to sponsor a football stadium for about 15 years Of course, their clients ultimately paid for that Edward Jones gets naming rights to 'The Dome,' Rams announce
Process to Close Out Edward Jones Account after Owner Death If the assets are in at trust, the trust dictates disposition If the assets are not in a trust, and beneficiaries are specified, that's where the funds go Edward Jones will want to see a certificate of death Edward Jones will charge account closing fees, so you'll want to stop them, if possible, from setting up accounts for each beneficiary
Transfer from Edward Jones to Fidelity or - Bogleheads. org As there is a local office and you already have an account with Fidelity, consider consolidating all three accounts there Schwab is a good option too Agree with transferring the EJ funds in-kind ASAP to eliminate the advisor fee Ask in advance, but Fidelity (or Schwab) should reimburse the EJ account closing fee and give you a bonus
Ready to Leave Edward Jones and control my destiny Re: Ready to Leave Edward Jones and control my destiny by student » Tue May 17, 2022 1:31 am 1) You should move from EJ and Fidelity is good Schwab is also good 2) If you have a regular account, then you do your own trading If you have a wealth management advisory account, then they will likely do the trading
Moving from Edward Jones to Fidelity - Pros Cons of Index funds vs Fidelity Contrafund (FCNTX) The index fund is cheaper (0 04% vs 0 68%) but returns (10 year) were lower (7 14% vs 8 74%) I recognize these are not perfect comparisons (the Indexes seem to be more 'balanced' as opposed to 'growth') but the 10-year standard deviation on the managed funds are similar or lower than the index funds, so there
E. Jones Vanguard and now Fisher Investments - Bogleheads. org E Jones Vanguard and now Fisher Investments by Klaxton » Mon Nov 05, 2018 12:23 am I am age 75, no spouse, retired and have a portfolio of about $1 3 million 95% of which is with Edward Jones This year I expect my EJ "fees and charges" to be about $14,500 With EJ, I have five accounts including an IRA and a Roth IRA plus one annuity which
Am I Thinking Correctly? [Moving from Edward Jones to TD Ameritrade] by btenny » Fri Feb 04, 2022 7:46 pm Yes TDAmeritrade is good low cost brokerage company to use to hold your investments They can handle all kinds of accounts (IRA, Roth IRA, Standard brokerage account, etc ) and you can buy and sell ETFs and single stocks and mutual funds in them
Moving from Edward Jones to Vanguard - Bogleheads. org I moved an inherited IRA and taxable account from my dad last year from EJ to Vanguard and it went smoothly, I didn't have to contact EJ or become involved other than with the VG rep Note, you will pay a closure fee for each account at EJ If I recall the IRA was $95 and the taxable was $135
Transferring Roth IRA from Edward Jones to Fidelity It's usually much better to ask Fidelity to pull the assets from EJ The vast majority of funds can be transferred in kind It's possible that EJ is playing shenanigans so that the funds "can't" be transferred so they can charge you another few months of fees, and plenty of transaction fees