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Contact Edward Jones Corporate
Toll free phone number: 314-515-2000Edward Jones (www.edwardjones.com) is a financial services company for individual investors and small business owners. There are 11,500 Edward Jones branches serving over 7 million clients worldwide. With over 40,000 associates, sales for Edward Jones in 2014 were reported as US 6.2 billion.
If you need assistance with your investment account you should contact your local and personal Edward Jones investor first. You may also call 1-800-441-2357 for customer service or 1-800-441-5203 for technical support. If you want to send postal correspondence to the CEO, James D. Weddle, you may address it to him at 70 Edward Jones Blvd., St. Louis, MO 63043. The corporate office phone number is 314-515-2000.
Edward D. Jones founded his company in 1922 and the current slogan is ‘making sense of investing’. You may find social media presence to be helpful on Facebook, Twitter, Linkedin and YouTube.
Experienced poor service? File a complaint here!
Edward Jones Contact Information
Report complaints to corporate and get satisfactionEdward Jones headquarters address
- 12555 Manchester Road
- Des Peres
- MO 63131
- United States
Company website
1-800 phone number
314-515-2000Support email address
help@edwardjones.comBetter Business Bureau rating
A+
Customer service hours
24 hours a day
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Top Edward Jones Complaints
Browse more than 14 reviews submitted so far
I have some concerns about an elderly relative's Edward Jones advisor, Tawni Bullock, out of the Everett Mall office in Everett, Washington. My relative is Richard Matheny . He has had an account at that office for quite some time. I am also on a joint account with Richard at that office. He has been expressing a dislike for Edward Jones and the broker. He has even expressed this dislike to a few of the receptionists in the Edward Jones office. He told his new attorney he disliked Edward jones. At his request we went to the local Merrill Lynch The lady we met with, Sarah Frauenholtz, explained everything to Richard about transferring his account and at that point he decided to transfer his account. Before he signed anything Sarah explained what he was signing . He was comfortable with her explanations and signed for the paperwork. He has age related macular degeneration, which we explained, so she made sure he understood what he was signing because he couldn't see what he was signing. The transfer was initiated sometime in the second or third week of January. Last Thursday, 1/30/20, Tawni Bullock picked Richard up at his home and and had him stop the transfer and told him I was trying to steal his money. I've been on his bank accounts for a long time and have never taken a dime. She upset him and then called the police to file a complaint.
Prior to May of 2019 there was an incident with Richard and Tawni at the south Everett branch of his bank, Banner bank. The advisor took Richard to the bank and tried to convince him to transfer $300,000 out of his bank account and into Edward Jones. He was upsed and agitated so the teller called the bank manager. The Bank manager spoke to Richard and asked if he wanted the money transferred and he said no, so she denied the transaction. She spoke to Tawni and explained she couldn't approve it because it wasn't what Richard wanted.
I've been on Richard's bank accounts for a long time. I was his driver so I took him to see the financial advisor quite often. In April of 2019 Tawni Bullock convinced me that Edward Jones could offer higher rate certificates of deposit than any bank could. Richard had over twice the amount of money covered by the FDIC. We discussed transferring money to a cash account with Edward Jones. Richard's only concern was that he didn't want his money invested. Tawni stated it was a cash account and could be accessed at any time. She said it would be beneficial to transfer the excess cash into an Edward Jones account. On May 7, 2019, we had a cashiers check drafted from is Banner bank account into a joint account to take care of Richard should the need arise. In July I went on vacation and when I returned home I had 30 separate envelopes from Edward Jones explaining that most of the cash account had been moved into mutual funds in his single account. I know he didn't want any money invested. Tawni claimed he told her to move it. I'm sure she talked him into signing the paperwork. I know brokers don't make any commissions on cash account CDs but they do on mutual funds, it was at least $230,000 that was moved. I got upset when I went to the office. The funds that were suppose to be in a cash account to take care of Richard were depleted, a case of an old man being exploited for someone's commission.
Since Richard has advanced macular degeneration, I've been his caregiver. I make sure he has at least one hot meal a day, clean his home, take him shopping for groceries, make sure is laundry is done and do his dishes. In 2008 I trained for elder care. The training has helped me deal with his onset of dementia and mood swings. Since the incident he has to rely on a neighbor to transport him to where he needs to go.
Tawni Bullock accused me of trying to steal his money. I believe her actions trying to convince him to transfer money from his bank was an attempt to exploit Richard for her benefit. The changes on his account only happened when I was unavailable to accompany Richard to the office.
this complaint is about the helotes edward jones office. You did the right thing by removing emilio lira, but the problem is the replacement being eric fenn. there is never anyone in the office to answer the phone and when they do they are very rude on the phone as well as in person. mr fenn's assistant has screwed up every that they have touched. sent all my emails which they changed the address on themselves. the forms we have now were sent to the wrong person that needed my signature not the person they sent it to. I'M SO FRUSTRATED AND ANGRY WITH EDWARD JONES AND THE RUDE STAFF AT THIS POINT I AM CONSIDERING LEAVING EDWARD JONES OR AT THE LEAST MOVING TO ANOTHER LOCATION WITH AN ADVISER OF MY CHOICE AND AT NO COST TO ME. THE STAFF TALKS DOWN TO EVERYONE LIKE THEY ARE BETTER OR ABOVE THEM. THIS IS JUST A COUPLE OF THINGS ON A LONG LIST OF COMPLAINTS. IN MY OPINION THAT OFFICE SHOULD HAVE BEEN CLOSED WHEN YOU FIRED EMILIO.VERY UNHAPPY CUSTOMER. THANK YOU
My account has been hacked or never acknowledged
We are terminating the services of Bobby Dubois in Port Angeles, Washington. We do not feel he is entitled to benefit from any further gain/commissions from our accounts. Please see that this is handled. This is the email I sent this morning. Thank you.
Bobby,
Due to your unprofessional and disturbing behavior this morning, and inconsideration over the past year, we will be terminating our relationship with you as soon as possible. I am writing check no 1028 in the amount of $80,400 to liquidate our checking account. Additionally, please liquidate the cash in Annabelle's cash account immediately, and,when her CD matures on the December 16th, cut a check for the balance and send it to us as well.
We do not appreciate nor feel you have met the standards of Edward Jones. I do not appreciate being hung up on, nor your attitude during our conversation this morning. Craig nor I received a telephone message with regard to someone else handling our account. In fact, if we had, we would have found this very unprofessional and concerned as to why this was transpiring - we would have called to discuss the issue. Clearly, over the past year, you have been more concerned with you bottom line than what has been transpiring in our lives. Your "sad, sad tale" of not being paid if we didn't come in to see you was outrageous and disingenuous. It is clear that you do not value us as clients nor want to represent us.
The balance of our retirement accounts will be transferred shortly. We do not feel you should benefit from any further sales/transactions in these accounts and will be contacting your supervisor(s) so you have no further benefit of our investments. I cannot, in good faith, recommend Edward Jones as an investment firm due to your actions.
After being a customer for many years, I transferred my accounts (save one) to Merrill Lynch, custodian (Fisher Investments). I had an IRA account that had been (against my will) split into two accounts due to some fiduciary rule. I was told all my accounts went to Merrill Lynch back in 2018, around July. Then, I got a statement this last week for June 30 showing I still had $14,000 more or less in Invesco that I had been told was no longer at Edward Jones. This "retained" account was not showing on my computer, like it did before the "transfer".... Earlier this week, My agent, Rory White, told me it had been transferred to Merrill Lynch in July, 2018 but somehow, "pushed back" in December. This, he now says, was mistaken. Mistaken??? My money was without accounting for this period of one year. I am told I got statements on the account in paper form, but I do not believe this to be correct. The investment was a bad investment which, during this year, has lost about one eighth of its value. I did not know it because I never saw it on my screen. it was removed by Edward jones, not me. Also, my phone calls were dodged for a few days, and then I was asked to come in and talk, face to face. I was intimidated by Mr. White, so I left. Very poor, grossly negligent handling. This is my complaint.
We have been customers of Edward Jones for approximately 15 years.In that time we have gotten my mother & our son to become customers. we have always spoken very highly of Edward Jones to our friends On 4/30/19 we were Dumped by our agent Kevin Donohue !!! This left our family with a very bad taste aparently loyalty with ED jones is one sided It takes time to build trust & loyalty with someone & due to fact that we are reaching an important part of our life ( turning 70 ) we don' t know if we feel comfortable trying to develop a relationship with a new agent!!! THANK YOU Don & Pat Adams (314-837-5606 )
I lost control of my account under suspicious circumstances and Edward Jones has moved my account around, closed it, etc. without telling me anything.
Letter of Complaint:
RE: Andrew Baily 424807
4/16/2019
Edward Jones Account:
Robin Gordon
916-18463-1-7
To Whom It May Concern,
I have been trying for a month to reverse an agreement I signed putting my son, David Schorr, onto my account as joint tenancy. Andy Baily, in cooperation with my son, has intervened every step of the way to stop me.
To begin with, while my husband was out of town, he asked David to come and look after me as I was not able to be alone. David came and decided to bring me down to his home in Florida. Between the time he came and the time he flew me home in his plane, he brought me to the Edward Jones office. I was in a very frightened and confused state, completely unable to make an informed consent. I have a letter from my psychiatrist attesting to that fact (See next page). Instead of recognizing my condition, or wondering why my husband of 31 years was not involved, Andy joined forces with David to browbeat me into signing a document. They led me to believe that I had to sign as it would show that David was not taking me to Florida against my will. In fact it was a document making David a joint tenant on my account.
Now that I am on a new medication and no longer confused, I realize that I never wanted David on my account, but, now, I am unable to do anything about it. From where I stand, it looks like my son flew up to Chattanooga to take advantage of the fact that my husband was out of town and I was confused to conspire with Andy to take control of my money, and now Andy is covering it up with some sort of lock on my account.
Sincerely,
Robin Gordon
Yes my name is James Tapp and I need to access some of my funds held at your company to pay back taxes and a property sale is pending on me paying the tax. Someone name Chris has told me I had to send supporting documents in order to sell some assists to get the money. I sent the pdf files that I received and he reviewed and didn't like them and Chris told me he thought it was a scam and wont work with me to get the funds I require to pay this bill. I hired a lawyer in the Philippines where this tax bill originated to look into it and she told me it was correct and accurate no problem with the situation. I called and left a message at my broker and nobody answers I called cutomer support to find out my account is lock so I cant get my money either. I do not appreciate the way Im being treated or the way it seems your company has more control over my funds than I do. Also I do not agree on the scam that is charged against my reasons and do not want be put in a poor and pitiful financial situation because of anybody thinking they have the right to withhold my money at their own wishes. I have a buyer for my property that has back taxes owed and could lose a great deal of money if the taxes do not get paid. I also not looking for anyone to take control of my life and tell me whats best for me. I would like someone to straighten this out so I can go on with my own business including going somewhere else with my funds. Please help me get on with my own life you can run someone else's that appreciates that attitude. I do not have a document account number on me to give you but if you can get thru Kenny Mohr in Anderson SC he can give it to you. Also if I decide I want someone to run my life I will let you know.
Thanks for your time and I truly hope someone can see what a pitiful situation this has turned into,
Your company failed to pay premium on my life insurance and it was cancelled. Policy # FT0057480. Insurance canceled in 2017. I have not been able to get another $100,000.00 policy. Protective Life would not reinstate my insurance due to my health problems. I don't know why your office failed to pay premium, but I am seeking compensation for my loss. I want the face value of the insurance which was $100,000.00 or the 15 years of premiums I paid for the last 15 years at $456 per quarter. Please email me within the next 30 days to discuss a resolution to this problem.
John Scott - 2260 Charleston Pl. Lithia Springs, GA 30122
770-941-4072
404-915-1109
I am involved with a lady who was left a trust fund among other financial investments that were already with Edward Jones. I am referring to the Helotes Tx Edward Jones Office and Emilio Lira. Her monthly check is supposed to be in her single account on the 27th of every month. It wasn't there so she called Emilio and he hung up on her. She tried calling right back and no answer. She left him a voice mail. He never returned her call so she she sent him a text message. The following afternoon he called her. The lady answered the call and Emilio started giving her some bs run around story. The lady is very hard of hearing and asks him to explain to me what is going on and as he tries telling me some more bs he says to me , CAN'T YOU LOAN HER SOME MONEY ? What kind of financial advisor asks a client's bf why can't you give her some money? There are so many unprofessional situations with this office and person. Too many to mention. I found this one really shows the loyalty and integrity of an EDWARD JONES FINANCIAL ADVISOR. HA ! WHAT A JOKE HE IS. I DON'T RECOMMEND THEM. AND YES HER TRUST HAS BEEN HANDLED VERY POORLY. THANK YOU!
Poor advice.
Edward Jones in Graham, NC is being rude and uncooperative because I am transferring my accounts to another bank. He's not answering or returning phone calls from Lisa Tidd at 5/3-my financial advisor. I talked to him on the phone, telling him I want the money transferred and he was rude and sarcastic with me. I also sent 3 secure messages and 1voice mail trying to get him to transfer my accounts. I am at my wit's end.
I do not have a specific complaint about Edward Jones customer service, that always appears to be on the level. If I had to review this company, I would say they are stuck in the past. That's based on their commercials, their stores, and their brand. If you want to stay relevant, change your image. Appeal to today's customer.
As an HR of my organization, I was looking forward for better long-term investment plans for my employees and I got the right solution from Edward Jones. If you have a long-term investment plan which gives you more benefits, then please approach Edward Jones. You are also eligible for a complimentary portfolio review at no charge. You can also download the mobile application and register online at any time. I appreciate the time taken by Edward Jones team to explain the brochures of available plans and made everything clear.
this complaint is about the helotes edward jones office. You did the right thing by removing emilio lira, but the problem is the replacement being eric fenn. there is never anyone in the office to answer the phone and when they do they are very rude on the phone as well as in person. mr fenn's assistant has screwed up every that they have touched. sent all my emails which they changed the address on themselves. the forms we have now were sent to the wrong person that needed my signature not the person they sent it to. I'M SO FRUSTRATED AND ANGRY WITH EDWARD JONES AND THE RUDE STAFF AT THIS POINT I AM CONSIDERING LEAVING EDWARD JONES OR AT THE LEAST MOVING TO ANOTHER LOCATION WITH AN ADVISER OF MY CHOICE AND AT NO COST TO ME. THE STAFF TALKS DOWN TO EVERYONE LIKE THEY ARE BETTER OR ABOVE THEM. THIS IS JUST A COUPLE OF THINGS ON A LONG LIST OF COMPLAINTS. IN MY OPINION THAT OFFICE SHOULD HAVE BEEN CLOSED WHEN YOU FIRED EMILIO.VERY UNHAPPY CUSTOMER. THANK YOU
My account has been hacked or never acknowledged
We are terminating the services of Bobby Dubois in Port Angeles, Washington. We do not feel he is entitled to benefit from any further gain/commissions from our accounts. Please see that this is handled. This is the email I sent this morning. Thank you.
Bobby,
Due to your unprofessional and disturbing behavior this morning, and inconsideration over the past year, we will be terminating our relationship with you as soon as possible. I am writing check no 1028 in the amount of $80,400 to liquidate our checking account. Additionally, please liquidate the cash in Annabelle's cash account immediately, and,when her CD matures on the December 16th, cut a check for the balance and send it to us as well.
We do not appreciate nor feel you have met the standards of Edward Jones. I do not appreciate being hung up on, nor your attitude during our conversation this morning. Craig nor I received a telephone message with regard to someone else handling our account. In fact, if we had, we would have found this very unprofessional and concerned as to why this was transpiring - we would have called to discuss the issue. Clearly, over the past year, you have been more concerned with you bottom line than what has been transpiring in our lives. Your "sad, sad tale" of not being paid if we didn't come in to see you was outrageous and disingenuous. It is clear that you do not value us as clients nor want to represent us.
The balance of our retirement accounts will be transferred shortly. We do not feel you should benefit from any further sales/transactions in these accounts and will be contacting your supervisor(s) so you have no further benefit of our investments. I cannot, in good faith, recommend Edward Jones as an investment firm due to your actions.
After being a customer for many years, I transferred my accounts (save one) to Merrill Lynch, custodian (Fisher Investments). I had an IRA account that had been (against my will) split into two accounts due to some fiduciary rule. I was told all my accounts went to Merrill Lynch back in 2018, around July. Then, I got a statement this last week for June 30 showing I still had $14,000 more or less in Invesco that I had been told was no longer at Edward Jones. This "retained" account was not showing on my computer, like it did before the "transfer".... Earlier this week, My agent, Rory White, told me it had been transferred to Merrill Lynch in July, 2018 but somehow, "pushed back" in December. This, he now says, was mistaken. Mistaken??? My money was without accounting for this period of one year. I am told I got statements on the account in paper form, but I do not believe this to be correct. The investment was a bad investment which, during this year, has lost about one eighth of its value. I did not know it because I never saw it on my screen. it was removed by Edward jones, not me. Also, my phone calls were dodged for a few days, and then I was asked to come in and talk, face to face. I was intimidated by Mr. White, so I left. Very poor, grossly negligent handling. This is my complaint.
We have been customers of Edward Jones for approximately 15 years.In that time we have gotten my mother & our son to become customers. we have always spoken very highly of Edward Jones to our friends On 4/30/19 we were Dumped by our agent Kevin Donohue !!! This left our family with a very bad taste aparently loyalty with ED jones is one sided It takes time to build trust & loyalty with someone & due to fact that we are reaching an important part of our life ( turning 70 ) we don' t know if we feel comfortable trying to develop a relationship with a new agent!!! THANK YOU Don & Pat Adams (314-837-5606 )
I lost control of my account under suspicious circumstances and Edward Jones has moved my account around, closed it, etc. without telling me anything.
Letter of Complaint:
RE: Andrew Baily 424807
4/16/2019
Edward Jones Account:
Robin Gordon
916-18463-1-7
To Whom It May Concern,
I have been trying for a month to reverse an agreement I signed putting my son, David Schorr, onto my account as joint tenancy. Andy Baily, in cooperation with my son, has intervened every step of the way to stop me.
To begin with, while my husband was out of town, he asked David to come and look after me as I was not able to be alone. David came and decided to bring me down to his home in Florida. Between the time he came and the time he flew me home in his plane, he brought me to the Edward Jones office. I was in a very frightened and confused state, completely unable to make an informed consent. I have a letter from my psychiatrist attesting to that fact (See next page). Instead of recognizing my condition, or wondering why my husband of 31 years was not involved, Andy joined forces with David to browbeat me into signing a document. They led me to believe that I had to sign as it would show that David was not taking me to Florida against my will. In fact it was a document making David a joint tenant on my account.
Now that I am on a new medication and no longer confused, I realize that I never wanted David on my account, but, now, I am unable to do anything about it. From where I stand, it looks like my son flew up to Chattanooga to take advantage of the fact that my husband was out of town and I was confused to conspire with Andy to take control of my money, and now Andy is covering it up with some sort of lock on my account.
Sincerely,
Robin Gordon
Yes my name is James Tapp and I need to access some of my funds held at your company to pay back taxes and a property sale is pending on me paying the tax. Someone name Chris has told me I had to send supporting documents in order to sell some assists to get the money. I sent the pdf files that I received and he reviewed and didn't like them and Chris told me he thought it was a scam and wont work with me to get the funds I require to pay this bill. I hired a lawyer in the Philippines where this tax bill originated to look into it and she told me it was correct and accurate no problem with the situation. I called and left a message at my broker and nobody answers I called cutomer support to find out my account is lock so I cant get my money either. I do not appreciate the way Im being treated or the way it seems your company has more control over my funds than I do. Also I do not agree on the scam that is charged against my reasons and do not want be put in a poor and pitiful financial situation because of anybody thinking they have the right to withhold my money at their own wishes. I have a buyer for my property that has back taxes owed and could lose a great deal of money if the taxes do not get paid. I also not looking for anyone to take control of my life and tell me whats best for me. I would like someone to straighten this out so I can go on with my own business including going somewhere else with my funds. Please help me get on with my own life you can run someone else's that appreciates that attitude. I do not have a document account number on me to give you but if you can get thru Kenny Mohr in Anderson SC he can give it to you. Also if I decide I want someone to run my life I will let you know.
Thanks for your time and I truly hope someone can see what a pitiful situation this has turned into,
Your company failed to pay premium on my life insurance and it was cancelled. Policy # FT0057480. Insurance canceled in 2017. I have not been able to get another $100,000.00 policy. Protective Life would not reinstate my insurance due to my health problems. I don't know why your office failed to pay premium, but I am seeking compensation for my loss. I want the face value of the insurance which was $100,000.00 or the 15 years of premiums I paid for the last 15 years at $456 per quarter. Please email me within the next 30 days to discuss a resolution to this problem.
John Scott - 2260 Charleston Pl. Lithia Springs, GA 30122
770-941-4072
404-915-1109
I am involved with a lady who was left a trust fund among other financial investments that were already with Edward Jones. I am referring to the Helotes Tx Edward Jones Office and Emilio Lira. Her monthly check is supposed to be in her single account on the 27th of every month. It wasn't there so she called Emilio and he hung up on her. She tried calling right back and no answer. She left him a voice mail. He never returned her call so she she sent him a text message. The following afternoon he called her. The lady answered the call and Emilio started giving her some bs run around story. The lady is very hard of hearing and asks him to explain to me what is going on and as he tries telling me some more bs he says to me , CAN'T YOU LOAN HER SOME MONEY ? What kind of financial advisor asks a client's bf why can't you give her some money? There are so many unprofessional situations with this office and person. Too many to mention. I found this one really shows the loyalty and integrity of an EDWARD JONES FINANCIAL ADVISOR. HA ! WHAT A JOKE HE IS. I DON'T RECOMMEND THEM. AND YES HER TRUST HAS BEEN HANDLED VERY POORLY. THANK YOU!
Poor advice.
Edward Jones in Graham, NC is being rude and uncooperative because I am transferring my accounts to another bank. He's not answering or returning phone calls from Lisa Tidd at 5/3-my financial advisor. I talked to him on the phone, telling him I want the money transferred and he was rude and sarcastic with me. I also sent 3 secure messages and 1voice mail trying to get him to transfer my accounts. I am at my wit's end.
I do not have a specific complaint about Edward Jones customer service, that always appears to be on the level. If I had to review this company, I would say they are stuck in the past. That's based on their commercials, their stores, and their brand. If you want to stay relevant, change your image. Appeal to today's customer.
As an HR of my organization, I was looking forward for better long-term investment plans for my employees and I got the right solution from Edward Jones. If you have a long-term investment plan which gives you more benefits, then please approach Edward Jones. You are also eligible for a complimentary portfolio review at no charge. You can also download the mobile application and register online at any time. I appreciate the time taken by Edward Jones team to explain the brochures of available plans and made everything clear.
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