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
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
Edward Jones vs indexing - Bogleheads. org Edward Jones vs indexing by Gacavedave » Tue Aug 10, 2021 12:55 am I recently inherited my father's Edward Jones account I had little investing knowledge, but I'm educating myself as quickly as I can It appears to me that Edward Jones, and Raymond James, drain profits with front and back end fees
Process to Close Out Edward Jones Account after Owner Death 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 Liquidate assets and distribute them via check if possible You'll need to provide more info - or the executor would
TOD Time to Complete - Bogleheads. org TOD Time to Complete by mchriste15 » Thu Feb 08, 2024 11:11 pm Waiting through a Transfer On Death process with Edward Jones brokerage and it seems to be going very slowly What is the usual expectation? I'm in no particular hurry, but 10 weeks without control of investments seems to be a long duration
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
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 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
After Brokerage Download, does turbotax automatically do Tax Loss . . . After downloading my stock bond information from Brokerage (Edward Jones) into Turbotax Premier, does turbotax automatically do Tax Loss Harvesting or will I need to dig through the forms and enter my information myself?
Edward Jones Account Transfer Time? - Bogleheads. org Re: Edward Jones Account Transfer Time? by spooky105 » Sat Mar 11, 2023 2:10 pm Recent experience took about 3 weeks with three steps 1) Within first week or so saw the in-kind transfer of whole shares 2) Fractional shares any investments that couldn’t be transferred to Vanguard were then liquidated by Edward Jones