Edward Jones

Edward Jones is by far the best financial planning firm that my husband and I have ever been associated with for all our financial needs. Even though our son is our financial advisor, we have been so impressed with how he has handled our financial affairs. He always keeps us informed about our stocks, mutual funds, and everything that we need to do to prepare ourselves for retirement this year. If all of your financial advisors are as good as our son, then you have a top notch financial institution. Brandon DuBose has proven himself to be the perfect financial advisor for our family. We have earned much money through Brandon’s expertise with our investments. If we can trust our son with all of our money then everyone should trust Edward Jones too with their money! Thank you for training our son to be the best financial advisor for Edward Jones. He will do very well in this world educating people on how to invest their money in the future.

I recently had a change in advisor notice said to me. Steven is my new advisor, I reached out and he set up an appointment for me to discuss my account. Over the past few days to a week I have had more corrections, options, etc. all of these options I was not aware of, and I was a beneficiary of my wife’s account. So I really want to thank Steven and let the company know that with advisers such as him, he customers can expect top flight service. Thankfully I didn’t miss anything over the past year, as far as benefits or loss of funds, etc. so I’m really appreciative of all the information and service that I have received over this past week. And again I had no idea. So I really wanna thank Steven and his team for great work on my account. And thank the company Edward Jones. Signed, Frank Goldschmidt

May 2022 review…I am revising my rating because the latest update has brought back my favorite feature. It’s a graph that shows Value Over Time of the total of all my investment accounts over a time period of 1-5 years. Kudos! 2021 review…This app seems geared for users that are planning for retirement. As someone currently living in the retirement years, I don’t have an interest in the goals section but it’s very prominent and there is no way to turn it off. This upgrade has also done away with my favorite feature which was the graph that showed performance history of the total of all my Edward Jones investments. I can still see the performance of individual accounts, but I can’t find the summary graph anywhere. It’s just gone.

I have been a client for multiple decades. I have received nothing but the best of service, honest and truthful advice and a real sincerity in developing my retirement portfolio. Under their careful guidance I have not only achieved, but I have exceeded my financial goals. Fortuitously, they have planted my feet back in the ground when I came in with some wild investment ideas. But at the same time, they understood my desire to dabble in some peripheral and on the edge investment thoughts. They have kept my interest in the financial world by not suppressing my enthusiasm, but coralling it and funneling it into a successful plan of action with outstanding results! I shall always be grateful for their help and guidance. I’ve encouraged all my children to plan their future with Ms. Lyons and staffs’ help.

This has to be the worst app change in the history of app changes. You have made your app worse by leaps and bounds and are pretending your users like it. It makes Edward Jones look bad generally. Not sure who your target audience was, but it wasn’t me or the many other users I’ve talked to. Your clearly unconcerned about your clients feelings on how they view and manage the assets they hold with you. I even accidentally sent a note to your legal department and their reply was embarrassing (don’t let legal respond to your customers, generally a bad idea). We have all given the app enough time, it’s as bad as it was when it was first released. One example of many, why can I now only see one aspect of my stock holding, why would you make it so I have to use some silly swipe at the top to change from one metric to another? Really?!?! Please, make some dramatic changes, use different design people, talk to clients, something, but make a change!

Harriet is a super BOA. I know they are the In-Between person for Edward Jones. They are the ones who usually catch customer wrath before the FA. Harriet is always calming, understands and truly goes out of her way to take care of and to satisfy their customers 100%. You can count on her to always follow up and make sure the FA knows the issues. In the short time she has been with her FA she has become very knowledgeable in the Financial Workings she has to deal with every day. Her FA is lucky to have her. Lots of issues are solved and the FA might never know a customer had an issue unless Harriet appraised him that it need his attention - and I know the pressures they might have to work under. Some customers have no idea.

Update: It’s been fixed. Updating to 5 stars. Thank you. Also would like to say that my Edward Jones advisor is wonderful and has done a great job taking care of my investments during my retirement. I meet with him every 3 months in person and we review everything and make changes as necessary. The app is very good and helpful BUT now the Values Over Time display won’t display any data and just says not enough data to display. I am using the default and for the last 4 years this was displaying and now today it is not. Something is broken and they need to fix it ASAP !

So much appreciation for Michael Ernsting and his staff. I am in the later yrs of work life and also late in the saving for retirement stage. I wish I would have moved to Edward Jones years ago but I am just thankful to have found Michael when I did. He truly cares not only about my investments but about me. He ask hard, honest questions when we talk and makes me think about decisions and where I am currently. Michael only has my best interest in mind and always feel that my investments are safe and well taken care of. Kudos and 5+ stars. Would not hesitate to recommend Michael and Edward Jones!

My wife an I spent the last six years saving our funds in a bank. A major mistake on our part, but we had no knowledge of financial issues. I was recently introduced to Edward Jones.. and the wealth of useful uplifting information we gained from one appointment could have made a big difference six years ago.. But we’re finally taking the step into taking responsibility for our funds..and our future.. Don’t feel intimidated… or that you don’t make much.. Take the step into financial growth.. And talk to Edward Jones..Tell then Eddie sent you..

Shelley has been assisting me though many life challenges and milestones. She is such a professional leader in the Richland community so that when I moved to Walla Walla, I kept her as my investment investor. I trust her and know I am in good hands with her and her team. Edward Jones is also another reason to keep my current investments as well as to move my 401K funds after a very shocking RIF from a 20 year employer from Fidelity. Thank you for your efforts to keep my money growing and safe! And I love having a lady as your CEO.

I have multiple companies for my financial needs. While I am very happy with my Rep, the website is so limiting it’s frustrating. Let’s start with real time quotes. You can’t easily see any research by clicking on a mutual fund within the account for starters. When I compare it to sites like ETrade, Interactive Brokers and even Webull, the difference is like night and day. If I want information on a product I’m in, it’s far easier to use one of the afore mentioned sites than Edward Jones. I get the difference between Edward Jones and these other companies, but for the money and the fees their website should be in the top three or four. If it wasn’t for my financial advisor in the relationship we’ve had for over 20 years I would move to a different company.

I have been increasingly pleased with your service for over 20 years. My father was also pleased with your attention to his estate. Performance is a given in a financial relationship. However, I am most pleased with the personal and quick attention given to my requests. Phone inquiries are always answered by a pleasant, knowledgeable person. Enough said! Appointments are always on time, never rushed, and personal. Thank you for your service!

Jeff Brignac in Metairie, LA has done an outstanding job of making our retirement years so comfortable. The return year over year has been more than we could have imagined. Through all the years Edward Jones has managed our account in the bad times and good and has been incredibly insightful. They have been professional and communicative, as well as, treating us like a family member. We are enjoying our retirement because of Jeff Brignac and Edward Jones! Gary and Tess Dempsey

I do not like this new redesign. It screams at me that my goals are not on track when that is based on one meeting and my goals have changed. I am more interested in the chart of all my accounts and growth over time. It has disappeared and now I can’t find the balances of my separate accounts. What good is this if you can’t get the information you need. Bring back the accounts. Thank you.

Jim Bowdish has been there for us through the lean years of very limited funds to invest to now helping us in retirement. He takes the time necessary to help us make the right and sometimes difficult decisions. He has learned our needs to care for family now and into the future. He offers advice and tools so that we can see what our financial future is and could be. Thanks Jim. You are a trusted advisor and friend. Peace, Matt

Parts of this app have a larger font, but they are not the main content which is unreadable for a visually impaired person. I have asked Edward Jones both at the branch office and at headquarters many times over years and no action. Since this makes access nearly impossible, I am working on finding a firm that takes these things (American Disability Act *and* customer satisfaction) seriously. Beware this app and firm. I would be happy to change this review if the app was truly ADA compliant. I have been waiting for far too long for just the basic functionality to be readable!

The EDWARD JONES app enables me to contact my advisor any time I feel like it. I can send a note requesting a cal when I think of it, I.e., on the week-end, and know that he or his office will call me back as soon as possible during the next business day. The feature that allows me instant access to my funds and their current performance also helps me manage my retirement disbursements on as “as needed basis. This flexibility is of utmost importance to me. ./tar

We cannot give enough stars to Eric Brudi and his colleagues. We have had nothing but excellent service and care from everyone who works there. They are like family to us and we are 100% confident that whatever they recommend is in our best interest. We believe we were able to retire years earlier than we otherwise might have because of Eric’s advice and actions. Am amazing group of human beings!

Scott Green has been my financial advisor for over 10 yrs. We are family through friends. He took care of my finances as I was going through a divorce. He has always looked after me . His adminsrative assistant Stephanie shows real concern for my welfare . I didn’t mention this but yrs ago when we had to evacuate Hurricane Katrina from Houston , they called to check on me . They go above and beyond . I have complete trust in them . Mary Roduner

Hello thanks again for your patience and appreciate your response I love your help was at Merrill kick me out no patience and communication skills were lacking you guys know how to talk to regular customers and identify with them got some paint and lite construction happening and you were able to help me with your assistance thanks again for your patience and appreciate your response have a wonderful Holiday Season stay safe

Scott is an incredible asset to my family and Edward Jones. He exemplifies leadership in financial planning and has been a wealth of information, especially in these past few years with the pandemic and rising inflation with decreased returns in the market. So thankful to have a personal financial planner and friend at Edward Jones like Scott. We have managed to get through this difficult economy and have not lost everything. Thankful for his staff, leadership and friendship.

I use my iPhone to access my account and check for what expenses etc. have come out of the acct. the entire line for the expense is taken up with the words mny mkt fund investment shares. Leaving NO ROOM for the description of who the money was paid to. I have sent numerous messages about this and have never heard back. There are other problems with the system being down and having to repeatedly go thru IDENTITY checks etc. I am considering using a credit union or some other bank if I can’t get a reply.

Only option is to remove from Home Screen- which when troubleshooting what turned out to be a known bug the IT support in ST Louis had me do. No way to delete and reinstall. AND no way to return it to the Home Screen. Was hoping maybe I could remove from the App Store - no luck there either. On the phone ONLY options are 1. Remove from home scene 2. Share 3. Cancel. What a mess.

Half the time I cannot log into the app. I use LastPass and sometimes I can copy and paste my password other times I cannot. It makes no logical sense why LastPass cannot auto fill or the app cannot take a password paste. The purpose of LastPass is to have strong secure passwords that I don’t have to write down and risk security of my personal data. Having to have an easy password that I can remember to open the app is open crazy and not as secure as allowing apps that can force secure passwords. Deleting the app since logging into it and reviewing on the go is the only reason I downloaded the app in the first place.

The App is the icing on the cake of service provided by Edward Jones Financial Advisors and there administrative teams! This app gives me a clear picture on what has happened in the past and a great view of the current moment performance of my accounts. Inside the app you are directly linked to your official Edward Jones Financial Advisor, so any questions or situations can be communicated and figured out in a transparent way.

Joseph is a highly intuitive investor who is data driven, a tracker of economic history and has incredible knowledge in the key performance indicators that has produced positive portfolio growth. As an older gent, I have come to know many people who talk a good game but Joseph uses his numbers to do the talking. His interactions and personality are of the highest caliber of what a professional financial advisor should strive to achieve. He carries himself as a proud family man and a champion in his community.

I’ve had occasion to log into the app for a couple of different reasons. The first was challenging to find the recommended solution, instructions not particularly specific and I got caught up in a continuous loop. GOAL NOT ACCOMPLISHED. I have a message in to my Financial Advisor requesting help. The second, I was searching for a feature that should be readily available in a banking app. Because there is no site wide search capability, I had to search manually. Never found the feature I was looking for. GOAL NOT ACCOMPLISHED. Another request for help from my Financial Advisor. To top things off, a “system error” occurred in the middle of my second situation, requiring me to log out and back in again. FRUSTRATING.

Tammy and her team have been awesome from day 1!!! They take what ever time I need or talk to me when I’m stressed out some. Very professional all the time!!! They even reach out more than I ever expected just to check to see how I’m feeling with what’s going on this crazy world!! I was very skeptical about putting all I had in someone’s hand I don’t know, but soooo glad I met Tammy ans her crew! Best thing I ever did!

When you update, the app purges your cached details, forcing a fresh login (and a trip through the recover user ID and password system). It’s an unnecessary hassle that most banks do not put you through anymore with two factor authentication being accepted and commonplace. The new user experience is geared towards millennials and the younger ‘need fancy charts and flashy graphics’ set. Feels like the UX team took the worst possible lessons from the Robinhood App and applied them to what used to be an excellent UX. This edition is bloated with undesired features, and nags me bad enough I am seriously considering cashing out and seeking a more respectful investment firm.

Shandre Harasty and the whole team in the Suffolk, Va office always go above and beyond to provide great client service. They work together efficiently and get any and all jobs done. I had a late day trade yesterday that was in a down and volatile market. Courtney had Shandre step out of a meeting - between presentations to get the trade entered, just 10 min before the markets closed. Excellent teamwork and great execution! Thank you!

Just wanted to express how much I appreciate Aaron Carmack as my agent. He never fails to return my calls. He’s always willing to answer questions and provide his input. I truly feel blessed to have him representing me. Thanks for going above and beyond. Did I mention he has made a few trips to visit me and my husband about financial support and ways to improve. Thanks for all you do! Vicky

Ive been waiting for awhile to see a more modern looking mobile application from Edward Jones. Needless to say they’ve knocked it out of the park with this new application. It’s so much more simplified, looks much cleaner, and allows me to integrate my external accounts to see my entire portfolio in a single dashboard as it relates to my overall financial goals. I also love the ability to communicate and send docs securely to my advisor.

Mike has been the best person that has given me financial stability for the last several years. He is more than my financial advisor, he is a friend. He calls me to make sure I don’t have any questions or if I need to make any changes to my portfolio. He responds immediately if I call or leave a voicemail. Mike made great strides in making money securing my retirement to having a great life!!!!!

Billy has been my financial advisor for the past 5 years and I couldn’t be happier. He provides sound advice, explains the path I am on and what I can expect down the road, delivers outstanding customer service, quality care and makes me feel part of the Edward Jones family. I would not go anywhere else with my investments. Thank you Billy and Linda! Joan

Dustin has been extremely helpful! He is very thorough when explaining things to us! We are extremely happy with the service he and his staff provides! He is always very friendly and out going! I look forward to doing business for many many years! Dustin has come a long ways and he is truly an asset to the Edward Jones Family!

Bob Waldvogel and his team provide personal, timely, caring, educational financial guidance. They are an office full of integrity caring for our entire families financial positions. From college students, to recently engaged, to newlyweds, to almost retired and retired for more than 20 + years. Bob’s knowledge and oh his patience are priceless to our family. Thank you! Do not know what we would do without you Bob Waldvogel.

Monika masterfully managed the transfer of our inheritance from the early stages working with a out of state financial manager to many years later still making the best suggestions for our investments. Monika has our total confidence with our investments. She is Very accurate and well on target to help make our investments grow. We could not be happier. Steven R Webb

Always happy to do a review for Edward Jones Anacortes Wa. Troy is always been there for me on to keep me informed along with the help of Kristen they send me frequent emails, and are very helpful to me in making my decision. My family and I have been with Edward Jones in Anacortes since 2012 but I believe my father has been with Troy previous to 2012. regards to everybody, specially to my team at E.J. Sincerely, Donald Rosenthal

We have been with Edward Jones, specifically Vincent Renda for over 15 years possibly over 20, and as we prepare for retirement, we know that we are in good and trusted hands with Vincent in order to maintain our current lifestyle as we prepare for retirement. We highly recommend him for overseeing and managing your financial goals. He also has an excellent and dedicated staff. Thank you Vincent and team.

My local EJ team has been very helpful as we prepare to move to another state and they have supported us through the process. They are available when we call or send a message. They also hold regular meetings to update their clients on market conditions and help us understand what is happening with our investments.

I came to Edward Jones because I was told by Dawn Simmons in the Camarillo office that she was a financial advisor, I haven’t ever received a call from Dawn Simmons on any information about my account ever. She told me that she could do me so much better than the Chase account! Now I’m no expert on $ but I do no that when no one calls me about my account in 3 years, something is fishy!

We have used Edward Jones for over 10 years and have always been pleased. We are very pleased with our financial advisor, Stacy R. Myrick. She seems to be very proactive knowledgeable and contacts us about things we need to know and seminars available to us. Plan to stay with Edward Jones for many more years.

Eric and Libby are the best! Efficient, friendly and knowledgeable - asource you can count on any time. Also, I like the Edward Jones set up as a partnership, and no shareholders trying to manipulate the company. I retired and wanted real income and they got it for me and I stay happy! Also, their building in our historic down town combines architectural beauty with all the modern tech. JUST RIGHT! Craig Robinson (former CPA)

The phone website is convent and for most things works really good. My investor Jeffrey Larsen and his office manager Kristen Evens are great to work with, helping me always. However, the phone site shows Bill Pay but does not provide all the services of the full web site. That’s confusing and needs to be fixed.

I just wasted several hours trying to print documents from the messages section of this app. My advisor had sent me a tax document I needed. Turns out the problem is not with my printer, but rather the EdJ app will not send signal to my network for printing. Please fix this!

I have to re-authorize this app to enable Face ID almost every time I log on. I put in my 24 character password with “Set up Face ID after log in” checked, acknowledge the authorizations, and it confirms Face ID is enabled. But the next day Face ID in the app is set to off and I’m required to go through the process all over again. I should not have to re-authorize Face ID login every time I use the app. Very frustrating!

I am custodian for my teenage grandkids’ accounts with Trey. He inspires them to save and patiently advises and guides them to make good responsible financial decisions with their money. He has established a relationship with the 5 grandkids (ages 16-26) so that they are all comfortable asking questions and talking to him. What an encouragement it is to know this future generation has a supporter like Trey Witte!

We are very grateful for our financial advisor, Eric Morman, in Findlay, Ohio. He has been steadfast in looking out for our financial best interests. He is intelligent, articulate, and highly ethical. Due to his fine leadership we have prospered, and we have been able to protect our assets and our retirement income. We thank Edward Jones for employing him! Gordon and Jennifer Cash

We are extremely happy with the way that we have been treated by Tod Bozz. He is very professional and never misses a birthday and always answers us right away If we have any questions. And all of the office staff is great we will definitely recommend him to anybody else who wants to start a retirement plan.

Not happy with my advisor , I have never felt that I’m matter to him , I wish I never invested with this branch , in one year I meet with Albert 2 times , every time 4-5 minutes, and it make me feel that I’m meeting with the president of United state 🥲never get an advice , never gain any knowledge from them , I go there blind because the referral, but I never felt good and my money safe with my advisor. If I called to make an appointment and they telling me every time that he booked two weeks. It’s make me don’t want to do business with them anymore. Thank you Angelos