Edward Jones

Finance
Rating
4.8 (35.3K)
Size
66.6 MB
Age rating
4+
Current version
4.50.0
Price
Free
Seller
Edward Jones
Last update
9 months ago
Version OS
15.0 or later
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User Reviews for Edward Jones

4.79 out of 5
35.3K Ratings
3 weeks ago, Admirer of Edward Jones
Top Notch Financial Institution
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.
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2 years ago, puffyc23
New IRA.
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
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2 years ago, iamshoo
May 2022 Upgrade
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.
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3 months ago, Tennessee Hilltopper
A great SENIOR BOA
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.
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2 years ago, ChrisM-21
Terrible App
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!
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9 months ago, texasceal
Safe and important
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!
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1 year ago, neversatisfiedcustomer
Take the step
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..
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1 year ago, KE Long
Service exceptional!
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.
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3 months ago, jonrigs
App needs work
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.
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8 months ago, Tomball Customer
Thank you to Todd Carlyle and Vicky South
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!
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2 months ago, Gdempc
Happy Customer
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
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3 years ago, Cii Bii
Bring Back the old First page
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.
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5 months ago, tarobe51
Happy Camper
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
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2 years ago, iosUserADA
Garbage if you are visually impaired
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!
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5 months ago, Mary Houston
Peace of mind
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
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7 months ago, johnyvee
Debra and Tiffany the best
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
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2 years ago, Beck & Cheryl
Kelso Edward Jones - Eric Brudi office
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!
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1 year ago, Ptrick the Irish
Scott Marburger, Edward Jones
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.
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3 years ago, kmw405
Cannot REMOVE from iOS 14
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.
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3 years ago, srrgjohnkrcgjy
Can’t login have the time
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.
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2 months ago, nicknamenessaur
Complexity simplified
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.
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3 years ago, Dain Unicorn
I regret updating.
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.
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7 months ago, Mfdezbikes
Mr Fdez
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.
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1 year ago, rsharpk1
My money
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!
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2 years ago, Big zillow user
Great client service
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!
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8 months ago, Elder chick
Agent
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
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3 years ago, frankthetank_04
Huge Improvement!
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.
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4 months ago, JD4806
Mike Spino
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!!!!!
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1 year ago, joanmfritz
Thank you Billy Gordon!
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
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2 months ago, RLDOSSEY
Exceptional Guidance!
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.
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2 months ago, Gascanguy
My name is Don Rosenthal I am the client
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
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1 year ago, Cats Fan Family
Local Edward Jones office
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.
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2 months ago, Walking woman #1
Trust Edward Jones and our financial advisor to handle our money well
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.
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2 years ago, PDVCalifornia
Not a happy camper
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!
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10 months ago, Topper Stinson
My Kind if People
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)
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12 months ago, jilers
Phone Website
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.
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7 months ago, ghcash
Our gratitude to the Edward Jones organization
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
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2 years ago, DeRochier
Face ID on iOS continually turns itself off
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!
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2 years ago, nunca sola
Training young people too!
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!
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9 months ago, boscuot eater
Customer service
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.
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1 year ago, Grateful 4 you
Kudos Vinay
Thank you so much for your patience and understanding through these difficult times. Giving your time to assure my husband and I goes beyond words. These times are very difficult for us both, more him I’m sure than me. Thank you so much for your guidance and kindness. It doesn’t go unnoticed or unappreciated. Thank you!
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12 months ago, Zaloumi
Disappointed
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
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1 week ago, biliam robert
David Adria is a great advisor!
David Adrian is a great advisor when it comes to our families financial interest. We also enjoy our visits with him and Kris who communicate caring and interest in our financial success and security. We always get sound counsel and good advice and we value them as a true friends. They always make us feel special. Bill & Kathleen
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2 years ago, Jason T Williams
Pretty Good, but…
It has a bit more of a way to go to REALLY compete with Personal Capital. What I find frustrating is that you still can’t connect to your mortgage account(s). Again, this app is pretty solid, but in order to have a wholistic view of your finances that feature should be a given. That said, I’ll keep an eye open for its continued improvements.
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1 year ago, Infrego Girl
Ed Jones Rating
We have been with EDJ since late 90’s and continue to be extremely pleased with our financial advisor, website, and service received since that time. Any questions or concerns are answered promptly with compassion and understanding. Highly recommend them to our friends and relatives for investment and retirement advice.
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1 year ago, cdbyrd
Account Linking keeps losing connections to linked accounts
Linked accounts will lose the connection, and need to be re-added constantly. The existing accounts will lose connection, but deletion will fail, so re-adding them isn’t an option. I would also like the ability to see my fee schedule, for each of my accounts, easily in the app. This information isn’t easy to find, if it is even available in the app.
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2 years ago, illutiv
TJ WILLINGHAM IS THE BEST
Our Edward Jones financial consultant is TJ Willingham. We have worked it with him for years now and I highly recommend him for investment counseling and advice. He treats you like part of his extended family and works to ensure that you understand all of his investment advice before he does anything. All of our interaction with him has been positive. Thank you TJ!
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3 months ago, johnstoneturbo
Great service from Jones
I appreciate the care and service provided by Jones for my retirement account. The transparency, service, care, watchfulness and support from my acct mgr, Rick, let’s me know trust is foremost. I know there are no guarantees, but with Rick and the culture of Edward Jones, I am well cared for as together we plan my path forward through these retirement years.
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1 year ago, Boo29701
Phone display
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.
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2 years ago, TFR
Where are the notifications???
Overall, this app is easy to use but it defers to the website for many of the features. Suggestion would be to create a web-based UI application for App Store or allow us to do more in the app. Second, why in the world aren’t there any notifications??? If I have a secure message from my advisor or his staff I have no idea unless I open the app. Did I miss something?
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