Sep 6, 2021 · 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.

Jun 6, 2017 · 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 ...

Apr 22, 2022 · 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.

Dec 13, 2017 · 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 …

Dec 26, 2020 · Vanguard will also do the withdrawal when I retire and take care of the tax paper work. Vanguard has be good to me, so I will let them take care of my investments I will give my old Edward Jones some credit she did talk me into getting started in investing, and did make me some money just not as much as I feel Vanguard will make me. Thanks ...

Jul 19, 2023 · 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.

Apr 29, 2020 · 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.

Jan 26, 2023 · OP, For the taxable accounts, download the cost basis info. 99% of the time, an ACATS in-kind transfer correctly transfers the cost basis, but if it get scrambled or lost, figuring it out can be a PIA, especially with a less than cooperative previous brokerage/advisor.

Nov 14, 2013 · After her death when those securities transferred to me, they remained with Edward Jones because the cost to buy them was a sunk cost and the benefit (tax free income) was on-going. As the municipal bonds matured, the money was transferred (we wrote a check against a money market fund held at Edward Jones) to Vanguard and reinvested there.

Oct 15, 2020 · 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)