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  • Leaving Edward Jones is there a better or worse time
    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
  • Transfer from Edward Jones to Fidelity or - Bogleheads. org
    Re: 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
  • Advice on Transferring Out of Edward Jones - Bogleheads. org
    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 I am considering moving funds from my Edward Jones account to either Vanguard or Fidelity
  • Experience with Edward Jones - Bogleheads. org
    Re: 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 Vanguard
  • Transfer in kind from Edward Jones to - Bogleheads. org
    Re: Transfer in kind from Edward Jones to ????? by ZOOM678 » Fri Jan 27, 2023 12:18 am Thank you to everyone for your advice and information I printed my Cost Basis for each account and I will print them again just before the transfer to the new company
  • Moving from Edward Jones to Fidelity - Pros Cons of Index funds
    Re: Moving from Edward Jones to Fidelity - Pros Cons of Index funds by krow36 » Wed Jun 07, 2017 1:12 am If you go to the Vanguard website and look up the Growth Index fund, you can then use the Compare button and compare it's return to Contrafund over 1, 3, 5 and 10 years Then you can add Index 500 and Total Stock Index to the comparison
  • Thinking of moving to Edward Jones - Bogleheads. org
    Re: Thinking of moving to Edward Jones by mhc » Thu Jun 15, 2023 3:13 pm If you pass before your wife, then your wife will be fair game for the Edward Jones financial advisors They will be going after her when she is most vulnerable (mourning her loss and diminished mental ability due to aging)
  • I want to leave Edward Jones and go to Schwab - Bogleheads. org
    Re: 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" Here it is! Reasons 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
  • Exit out of Edward Jones - Bogleheads. org
    Re: Exit out of Edward Jones by Strayshot » Sat Dec 26, 2020 3:05 pm Parasites like Edward Jones are able to live in harmony with their hosts for years and years and often go undetected, all the while siphoning off wealth Congratulations on identifying and expunging that bug!
  • Process to Close Out Edward Jones Account after Owner Death
    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 You'll need to provide more info - or the executor would





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