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  • Interesting Story about Leaving Edward Jones (investments approach . . .
    Re: 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
  • 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
    Transfer from Edward Jones to Fidelity or ? by Circe » Fri Apr 22, 2022 7:26 pm I've gotten a lot of good information on this site about moving from EJ (and other high-fee advisor firms) to lower cost firms like Vanguard, Fidelity and Schwab I have a taxable account with EJ
  • E. Jones Vanguard and now Fisher Investments - Bogleheads. org
    E Jones Vanguard and now Fisher Investments by Klaxton » Mon Nov 05, 2018 12:23 am I am age 75, no spouse, retired and have a portfolio of about $1 3 million 95% of which is with Edward Jones This year I expect my EJ "fees and charges" to be about $14,500
  • Has Edward Jones changed its practices? - Bogleheads. org
    Edward Jones has made adjustments to its business model It’s still in the same business it’s always been in though, which is to help households with their investments, for a profit
  • Transferring from Edward Jones to Fidelity - Bogleheads. org
    Edward Jones may charge an "exit fee" (e g , a final kick in the you-know-what) upon transferring the accounts to Fidelity, but then you will be free and clear of them Definitely will be worth it for you
  • Leaving Edward Jones. . . Why is Vanguard and Fidelity Always the . . .
    In my Edward Jones account it's mostly rebalancing and the annual IRA contributions (plus fending off my advisers recommendations, ha!) So if I buy and hold and make monthly ongoing purchases into existing funds, I think Fidelity is it
  • 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!
  • Another Edward Jones question (leaving ethically)
    Re: Another Edward Jones question (leaving ethically) by dbr » Tue Sep 21, 2021 2:57 am I would certainly send a polite and appreciative but final letter I don't agree with the idea that only nastiness should be expected Your advisor is a person too
  • I am leaving Edward Jones! - Bogleheads. org
    I haven't gotten to this part in my research above, but it would be helpful to get some tips resources as I plan on transferring money from Edward Jones by the end of April This is a somewhat long-winded post, mostly because I am just EXCITED to be doing something other than Edward Jones with our money from now on! Thank you, Bogleheads!





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