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Advice on transferring out of edward jones by jmt295 » thu oct 15, 2020 7:21 pm i am a newbie to this forum, and am wanting to transfer out of edward jones and any advice/guidance you could give me would be greatly appreciated My daughter is going to interview for an part time administrative position and she heard through the grapevine that this is their policy. I am considering moving funds from my edward jones account to either vanguard or fidelity.
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 Edward jones employment requirement by fbn2014 » tue dec 20, 2022 7:50 pm has anyone ever heard that a requirement of working at edward jones is that you have to transfer your investments to them 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.
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. Experience with edward jones by shess » mon sep 06, 2021 6:02 pm rain check wrote
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 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 She is a very sweet and trusting woman, and she has little to no confidence in her ability to manage her investments She likes that with edward jones, she can sit across the table with someone who will tell her that everything is under control, and that they will do everything for her. Interesting story about leaving edward jones (investments approach) by everlast311 » thu mar 13, 2025 1:08 pm wow, that's the opposite of the put my client in 30 different etfs so they can't make heads or tails of it strategy.
Transfer from edward jones to fidelity or By carminered2019 » sun apr 24, 2022 3:05 pm make sure you print out the statement from ej for backup before the transfer I transferred the same amount as you last year to from ej to fidelity without selling the funds Fidelity guided me through the process and it was easy.
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