Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Reviews

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Sylvia S.

07/05/2018

Provided by YP.com

What a travesty. Very helpful when they feel they are going to get more funds but I have been trying to rollover funds for six months now to avoid any additional losses and the $40 annual fee. I was initially told I had to come to the office and fill out forms, then I was told that the bank had to send forms. I get a response today that and I quote, "your Traditional IRA account is now handled out of St. Louis by Dave Herber (BOA is Karmann)." I called them today and they are faxing me the forms that should have been sent over from day one.

Now they tell me it's $135 service fee and annual fee from the few dollars I have left. I am so glad that I did not invest any more of my funds left. Out of $1000 I'll get about $400. SHADY!

More Business Info

Making Sense of Investing

Hours
Regular Hours
Mon - Thu:
Fri:
Services/Products
  • Stocks & Bonds, Investment Managers, Advisors
Brands
Funds Investment, Investment Management, Richmond Financial Advisor, Stock & Bond Broker
Payment method
company card, visa
Neighborhoods
Stratford Hills - Stony Point, Willow Oaks, Gravel Hill
Categories
Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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