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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
  • 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
  • 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
  • Transferring from Edward Jones to Fidelity - some funds wont transfer
    Transferring from Edward Jones to Fidelity - some funds won't transfer by drwatts » Tue Apr 11, 2023 12:34 pm Good morning everyone! Been a lurker for a short time, but this is my first post Researching topics on this forum has lead me to switch brokerages, not really realizing just how much Edward Jones is charging me in fees
  • Moving from Edward Jones to Fidelity - Pros Cons of Index funds
    Moving from Edward Jones to Fidelity - Pros Cons of Index funds by ltdmn » Tue Jun 06, 2017 5:41 pm We currently have IRAs and 529s at Edward Jones, invested in an assortment of American Funds (as they tend to do there)
  • Transfer from Edward Jones to Fidelity or - Bogleheads. org
    Transfer from Edward Jones to Fidelity or ? by Circe » Fri Apr 22, 2022 7:26 pm I've gotten a lot of good information on this site about moving from EJ (and other high-fee advisor firms) to lower cost firms like Vanguard, Fidelity and Schwab I have a taxable account with EJ
  • 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
  • Help leaving Edward Jones - Bogleheads. org
    Help leaving Edward Jones by Nj683905 » Thu Aug 22, 2024 8:36 pm I’m getting around to leaving Edward Jones and transferring around $600k worth of funds to Charles Schwab to self manage I have a Roth IRA with $130k spread across a dozen or so funds and 2 Trad IRAs with about $40k each also spread across a lot of high expense funds
  • 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





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