Edward Jones St. Louis Headquarters - North Campus - Maryland Heights, Missouri

Patrick H.

I downloaded my 1099 data from Edward Jones into HR BLOCK, one of the two companies they say their software integrates with. Last year I had to enter the purchase date and the cost for each sale transaction. This year I have to enter the purchase date for each sale transaction along with the Fed ID number for Edward Jones. I couldn't finish my return because of the errors in the download (missing dates). After three phone calls to Edward Jones, I was able to speak to Isaac who let me know that they don't bother testing to make sure their software is compatible with HR BLOCK. This tells me that they are mainly a lip service company and really don't do anything to fix issues with their tax downloads. I will be closing my accounts soon and will find another financial services company.

Sandra N.

I am concerned for the security of customers. For seven years I have been calling Edward Jones to inform them that their client no longer lives at my current address (and never has since I have owned the property). They continue to send statements and tax forms, which I can only assume contain personal and/or sensitive information. I have been told for years that they would reach out to their client to confirm an address change and I have even done my own research to provide them a potential current address/contact. My most recent call was last month and after having just received another statement today, I am hopeful that this review will motivate them to reach out to C. Moler (IA) Once resolved, I will happily remove this review. Thank you.

Update: 7/20/22 Received yet another statement for C. Moler. I’ve decided that if I ever write a sitcom, the boss will be notorious for poor policy and will be named Ed Jones.

Allen Z.

I transferred out all my IRA money after 2 years and 22 days. Of course, I was charged for a full 3rd year fee for the extra 22 days, and a $95 termination fee. Do you know how many management companies out there that do not charge annual fees or termination fees? While the major indexes soared 27% in fiscal year of 2017, I got less than 2% return at here, plus an annual fee bill. Do you know what is the chance that I would recommend Edward Jones to any of my family and friends? ZERO.

Slickrock 4.

Have been a client for many years. Finally found a firm focused on the average investor. Fair practices with professional people.

Janet S.

Sometimes help can be very enlightening in this business. You can find it here.

N N.

Good people

Dara M.

Renee S.