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- Experience with Edward Jones - Bogleheads. org
Experience with Edward Jones by Rain Check » 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
- 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 Portfolio Review - Bogleheads. org
Re: Edward Jones Portfolio Review by 123 » Wed Jun 25, 2025 2:42 am A typical example we see of how financial firms, like Edward Jones, want to make things appear far more complicated than they need to be There are six to eight fund in each account primarily to make it look tailored for the investor
- Leaving Edward Jones is there a better or worse time
Leaving Edward Jones is there a better or worse time by riperobgyn » Wed Apr 29, 2020 4:10 am 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
- Has Edward Jones changed its practices? - Bogleheads. org
Edward Jones has made adjustments to its business model It’s still in the same business it’s always been in though, which is to help households with their investments, for a profit
- 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
- Questions for Edward Jones advisor - Bogleheads. org
Re: Questions for Edward Jones advisor by retired@50 » Sat Feb 18, 2023 3:29 pm You can start with The 19 questions to ask your financial adviser from Jason Zweig of the Wall Street Journal He offered a follow up article a couple weeks later, The special trick to find the right financial adviser
- 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 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
- inherited TOD account at edward jones - Bogleheads. org
Re: inherited TOD account at edward jones by billfromct » Sun Feb 07, 2021 12:21 am Since it appears your mother’s account was not a retirement account, but a regular investment account I would: -open a brokerage account with Vanguard (money to be transferred later)
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