Edward Jones

I have been trying to move my retirement fund from Edward Jones to my work retirement fundI sent the form from my retirement account at work to Edward Jones filled out so they could send me the check or send it to the retirement fund with the formI was told I need to get a letter of acceptance from my retirement company at workI sent the letter of acceptance from my work retirement to Edward JonesEdwards Jones also wanted the letter to say if it was a partial or full transfer and if the need to liquidateI told them they need to liquidate and it was a full transferThey said the retirement company from my work needs to tell them that in the letterI want a check for the full amount that is in my retirement fund at Edward Jones to be put in a check paid to the order I have previously requested Location involvedEdward Jones*** *** *** *** *** ** ***

I started my account here back in When it was opened it only had about or so dollarsI had originally opened this account with ***, who had this office thenWhile she was there I believe I received good serviceShe grandfathered my account, and she waived the annual fees, because my account was making nothing, and losing money due to feesI opened this account with the intent to roll the funds over once obtaining new employmentWell in 2017, I did obtain new employmentBut this was about when *** leftMy account passed between two different people before *** took over this officeThese two people *** *** *** were not helpful at all in this roll overBut I the other company I was rolling the funds into were the problem thenOnce *** had this office, and was a person physically here, I thought it would be easierBut no it was not*** ** ** ***One of the first things I spoke with him about was getting my money rolled overEventually he would tell me, well you know you can always leave your money hereHe said this to me a few times on the phone and then would say, that was a jokeYeah like I want to leave my money where it becomes worth less over and overBecause those fees *** told me she waived, I realized never wereWhen I told *** about *** telling me she waived the feesHe blatantly ignored me, as if I had said nothingI kept thinking the other company was still the problemBut it wasn't, it was edward jonesThey were lying to meI would call the other company, the paper work I had submitted for the 3rd time at this point, they would tell me it was received, but edward jones never sent them anythingThen when I would call edward jones, they would tell me they never got anything from themEventually ***'s secretary Heather, finally did say they received the information from the other company months agoSo I asked, why didn't you give them the check for the roll over thenShe basically told me that they wouldn't accept their own information because it was outdated by the time they received itWhich didn't make sense because the other company never told me the paper work was expiredThe fact that ***'s secretary told me that, and not him is just stupidBut at this point I had to fill out the paper work for the roll over for the fourth timeI made an appointment to meet with *** in his office to have him get on the phone with the other company, so they can explain to him personally what they need him to doThen he could explain to them what he needed from themBut that didn't happenI made the appointment, and wentInstead of going in ***'s office so he could you know do his jobHe insisted we sit at his secretary's desk insteadThe first thing he said to me again was, you know you can just leave your money hereI was so mad, like he just doesn't listenI just said no absolutely not His secretary called the other company, she got the information from themDuring this *** walked into his office to make what sounded like a personal phone callHe couldn't even give me the curiosity of sitting though the meetingAlso instead of actually listening and interacting with the person on the phone from the other company, he kept trying to make small talk with meWhich I didn't care about, I was fed up at this pointI didn't want to deal with him, or this company ever again*** did the whole phone call by herselfThen after this, there were still more mistakes, that the other company caught in time, and told me how to have them fix their mistakeWhich was sending my money to the wrong addressThe address to send it to is spelled out on the formHow can you make that mistake? That's a huge mistakeThey did fix it, but I had to personally write a letter stating how to fix it, and fax it to them that dayAgain *** did this, not *** is worthlessHe is lucky to have HeatherShe is doing his job for himBy the end of this my account was worth less than when it was originally openedThis was due to fees, and the fact that they have a $fee for ending your services with themThey had sent me a form indicated something a long those linesWhen I had called and asked about it, I was told it was only in regard to mailing fees for the roll overBut while I was in ***'s office and they told me about this feeI said that I had asked about it, and was told it was something to not worry about because it was for mailing and those were not being chargedBut to that they just said they never said thatI remember specifically asking about this $dollar feeI had also received notice that my account was no longer grandfatheredI never asked for my account to be un-grandfathered, I did not want that to happen to my accountWhen I had left *** a message about this issue, he completely ignored itNever called me back, or mentioned anything about it everDo not recommend this company at all

months ago when I open my IRA I was told by *** if I ever wanted to take it out the fee would just be the regular monthly fee,I had asked him several times (5) to be exact.So on 2/25/when I requested my money be rolled into another account not with EdwardJones *** and his secretary stretched the transfer out over weeks and made it very hard to get my money,thus costing months fees =$plus a $termination fee,for a total of 195.00,then the next day blocked the account so I could not have access to the amounts and fees.I closed the account because I kept getting lied too,Beware
Product_Or_Service: IRA
Account_Number: ***

I have a trust account for my son *** at Edward JonesEdward Jones has refused twice in our request for two thousand dollars and four thousand dollarsMy son needs the money for his college expensesHis grandmother died recently and she provided him with his meals; however now *** has to eat out all the time; which costs moneyHe is starving because Edward Jones is not releasing the moneyI have written two certified letters requesting the money and also the documents that say I am the primary trusteeThere is no second person required to release the funds; as I got $10, released in for his used car*** used to live in the University of Hawaii dorm but now lives at homeHe needs the car to travel back and forth to school from his grandfathers house in Pearl city

Edward Jones , Sean *** advisor , Was with him for over years , was good in the beginning , then he got greedy and was changing bad investments into other bad investments just so he could take his cut , which drained ME of over $80,, which negated all of the years I was with him and RUINED MY RETIREMENTNow all I can do is just sit in my house until I die !

My financial advisor *** *** puts me in high cost mutual fundsI want to be in low cost no-load mutual fundsHe has all my investments in funds that have front end loads and expense ratios above 1%
He recomends that I sell and the buy something else just to generate commissions

James ***, Financial Advisor of the North Seattle Office went to *** Gardens (an independent senior living facility close to his office) and formed a "relationship" with our father who has early onset dementia, Alzheimers, and a massive drinking problem and made progress in trying to get our impaired father to transfer his assets from *** *** in NYC from a broker who has worked with our family for over thirty yearsHe got so far as to calling our family attorney to see "who held the Power of Attorney" over the assets - we do and its not going to anyone who solicits business from impaired senior citizensWithout a long time family friend and attorney and children (us) who watch over our Dad - this sleazebag would have gotten our father's money under his belt to "manage" (steal.) I am pursuing measures to prevent this person from preying on other older people who might not be as fortunate to have people watching over them and their assetsWhat does a small time broker with no known references have to offer over a long time relationship with *** *** in New York City

I am in receipt  of your 8/31/letter  regarding your decision to rebill  my Master card account for the disputed amount  of $You cited
documentation provided by *** *** to support your decision.I strongly urge you to reverse this decision and to credit my account for the disputed charges.The following information will reinforce my claim: On June 30, 2016, My computer screen turned dark and a message appeared advising me to call a certain phone number to restore  my serviceI compliedHowever,the computer problem remained.TWO DAYS LATER, on July 2, I took the computer to *** ***'s "Geek Squad" technical support departmentThe technician said my computer had been hacked"They kidnapped your computer and are holding it for ransom," she said"This happens all the time."*** *** solved the problem and my computer is
now working fine.I am enclosing copies of *** ***'s invoice and *** ***'s statementCompare the twoThe

My mother died and had a 401K/Roth IRA with this company This company refuses to send me the beneficiary information via mail to my home address I have called their business and verbally given my address to them I have emailed it to the main branch office I have even directly emailed it to them
This company continuously tries to force me to give them my personal information over the phone so that I will have nothing in writing from their company They will not identify specifically (in writing) what they want to do with the information They will not inform me (in writing) where the funds will be kept at This company also will not express to me (in writing) who will have access to the funds and why they would have access
I am concerned that this business is fraudulently trying to use my credentials in a manner that could be illegal and may be trying to keep me from having legal recourse

Dear, *** *** We have received your response # *** from the Revdex.com for the Action Pro White product and take your complaint seriously. In an effort to assist you we have already cancelled your account and you will not receive any further chargesWe have also refunded the last charge in full in the amount of $ on September 2, We apologize for any confusion, and always do our best to resolve any customer complaint or concern in a timely mannerIf there is anything more you need please feel free to call our customer service at 877-281-8914.We're happy to assist you in any way we can Action Pro White ***

on 5-26-my wife and I went to *** *** of edwardjones gave him a check for 200,to invest in bonds the next day they took he never told us there was a fee up front.when I went to see him he said he was sorry he did not tell us

I have been trying to move my retirement fund from Edward Jones to my work retirement fundI sent the form from my retirement account at work to Edward Jones filled out so they could send me the check or send it to the retirement fund with the formI was told I need to get a letter of acceptance from my retirement company at workI sent the letter of acceptance from my work retirement to Edward JonesEdwards Jones also wanted the letter to say if it was a partial or full transfer and if the need to liquidateI told them they need to liquidate and it was a full transferThey said the retirement company from my work needs to tell them that in the letterI want a check for the full amount that is in my retirement fund at Edward Jones to be put in a check paid to the order I have previously requested Location involvedEdward Jones*** *** *** *** *** ** ***

On 8/14/17, I set up automatic deductions to an Edward Jones account
On 8/17/17, I spoke with Edward Jones' support line over the phone and permanently cancelled all automatic deductions
On 9/1/and 10/1/17, Edward Jones automatically removed $from my account
On 10/4/17, I was unable to reach Edward Jones' support line by phone and sent an email to my branch requesting that the money be refunded and again requesting to cease all future automatic deductions.Location involved - *** *** *** *** ** ***

I started my account here back in When it was opened it only had about or so dollarsI had originally opened this account with ***, who had this office thenWhile she was there I believe I received good serviceShe grandfathered my account, and she waived the annual fees, because my account was making nothing, and losing money due to feesI opened this account with the intent to roll the funds over once obtaining new employmentWell in 2017, I did obtain new employmentBut this was about when *** leftMy account passed between two different people before *** took over this officeThese two people *** *** *** were not helpful at all in this roll overBut I the other company I was rolling the funds into were the problem thenOnce *** had this office, and was a person physically here, I thought it would be easierBut no it was not*** ** ** ***One of the first things I spoke with him about was getting my money rolled overEventually he would tell me, well you know you can always leave your money hereHe said this to me a few times on the phone and then would say, that was a jokeYeah like I want to leave my money where it becomes worth less over and overBecause those fees *** told me she waived, I realized never wereWhen I told *** about *** telling me she waived the feesHe blatantly ignored me, as if I had said nothingI kept thinking the other company was still the problemBut it wasn't, it was edward jonesThey were lying to meI would call the other company, the paper work I had submitted for the 3rd time at this point, they would tell me it was received, but edward jones never sent them anythingThen when I would call edward jones, they would tell me they never got anything from themEventually ***'s secretary Heather, finally did say they received the information from the other company months agoSo I asked, why didn't you give them the check for the roll over thenShe basically told me that they wouldn't accept their own information because it was outdated by the time they received itWhich didn't make sense because the other company never told me the paper work was expiredThe fact that ***'s secretary told me that, and not him is just stupidBut at this point I had to fill out the paper work for the roll over for the fourth timeI made an appointment to meet with *** in his office to have him get on the phone with the other company, so they can explain to him personally what they need him to doThen he could explain to them what he needed from themBut that didn't happenI made the appointment, and wentInstead of going in ***'s office so he could you know do his jobHe insisted we sit at his secretary's desk insteadThe first thing he said to me again was, you know you can just leave your money hereI was so mad, like he just doesn't listenI just said no absolutely not His secretary called the other company, she got the information from themDuring this *** walked into his office to make what sounded like a personal phone callHe couldn't even give me the curiosity of sitting though the meetingAlso instead of actually listening and interacting with the person on the phone from the other company, he kept trying to make small talk with meWhich I didn't care about, I was fed up at this pointI didn't want to deal with him, or this company ever again*** did the whole phone call by herselfThen after this, there were still more mistakes, that the other company caught in time, and told me how to have them fix their mistakeWhich was sending my money to the wrong addressThe address to send it to is spelled out on the formHow can you make that mistake? That's a huge mistakeThey did fix it, but I had to personally write a letter stating how to fix it, and fax it to them that dayAgain *** did this, not *** is worthlessHe is lucky to have HeatherShe is doing his job for himBy the end of this my account was worth less than when it was originally openedThis was due to fees, and the fact that they have a $fee for ending your services with themThey had sent me a form indicated something a long those linesWhen I had called and asked about it, I was told it was only in regard to mailing fees for the roll overBut while I was in ***'s office and they told me about this feeI said that I had asked about it, and was told it was something to not worry about because it was for mailing and those were not being chargedBut to that they just said they never said thatI remember specifically asking about this $dollar feeI had also received notice that my account was no longer grandfatheredI never asked for my account to be un-grandfathered, I did not want that to happen to my accountWhen I had left *** a message about this issue, he completely ignored itNever called me back, or mentioned anything about it everDo not recommend this company at all

I have been attempting unsuccessfully to receive verification I did not receive a paycheck on 02/12/or 02/19/from *** *** in the account number ending in #*** (*** *** ** ***) I am also seeking the verification that the account numbers similar to mine but ending in #and #do not belong to me and did not receive deposits from *** *** The company, *** ***, is seeking this information as proof so they can reissue my paychecks I have spoken to several people at the headquarters and the local branch and I am not getting any where The burden of proof is on me as my financial institution, they have been, unwilling and uncooperative in providing this information
The paychecks in question total around $ I would like your assisting in retrieving the required documentation
Thank you for your assistance in this matter

 bOver a year ago there was $left in my Roth IRA account, and over the past year they charged me a yearly fee of $40, which I understand leaving $in the account Over the last year my financial advisor left the company So I have tried to contact the company on multiple occassions trying to remove the remaining $from the account, and leave it open so that I could reinvest in the future I have been told my employee *** ***, and *** at the corporate office ***, that there is a $closing of my account fee I informed both of them that I did not wish to close the account, simply withdrawl my liquid assest left in this account They both told me that I couldn't remove my money which was left in this account because of their closing fee I tried to explain to them that I didn't want to close this account, just remove my assets from it On two seperate times they both told me they would close the account resulting in a $balance

I am in receipt  of your 8/31/letter  regarding your decision to rebill  my Master card account for the disputed amount  of $You cited
documentation provided by *** *** to support your decision.I strongly urge you to reverse this decision and to credit my account for the disputed charges.The following information will reinforce my claim: On June 30, 2016, My computer screen turned dark and a message appeared advising me to call a certain phone number to restore  my serviceI compliedHowever,the computer problem remained.TWO DAYS LATER, on July 2, I took the computer to *** ***'s "Geek Squad" technical support departmentThe technician said my computer had been hacked"They kidnapped your computer and are holding it for ransom," she said"This happens all the time."*** *** solved the problem and my computer is
now working fine.I am enclosing copies of *** ***'s invoice and *** ***'s statementCompare the twoThe

hi my dispute is far from being resolved.as previous emails sent outlaying all information on this matter.was sent *** to return goods advised good received and signed for accepting goods back into their factory.iam getting a bit peeved off with the twoing and frowing on this matter its been going on now for months nowJUST CREDIT MY MONEY BACK TO MY ACCOUNT AND THIS WILL FIX THIS MATTER ONCE AN FORALL .THIS WILL BE THE LAST TIME I WILL HAVE ANYMORE DEALINGS WITH ANY AMERICIAN COMPANY IF THIS THE WAY THE CUSTOMER IS TREATED.WE IN AUSTRALIA TREAT CUSTOMERS FAR BETTER THAN I AM BEING TREATED HERE.SO CAN YOU PLEASE FIX THIS MATTER UP NOW THANKS *** ***

My broker was competent and approachable However, I wanted to invest in funds with lower expenses so I transferred our accounts to another institution Edward Jones then charged excessive transfer fees There is a $account close out fee per account, plus another $Roth IRA transfer fee Altogether, we paid over $in transfer fees

I have a large sum of money invested in an Edward Jones account that Mr*** *** has been managing for quite some time I have asked him in prior years to liquate my investments but he refused, always giving me an excuse as to why he would not release my funds I asked a good friend to help me with my finances and end of life matters (wills, POA, trusts, etc.) Recently, she and I spoke to Mr*** regarding my desire to liquidate my funds He asked us to visit his office for a meeting to sign documents to finalize matters He asked some very personal questions, like why I wanted to liquidate my funds, what I wanted to do with the funds I felt it was none of his business I told him what plans I had for MY money in great detail He asked for copies of my legal documents (trust document and Power of Attorney document) I had my friend fax them to his office He received the paperwork He said that he needed those documents so htat he could finalize my pa