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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
  • 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
  • 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
  • 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
  • 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
  • Edward Jones or Vanguard? - Bogleheads. org
    My mother-in-law has her retirement account with Edward Jones 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
  • 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!
  • Edward Jones Guided Solutions - Spouse is Employee
    Re: Edward Jones Guided Solutions - Spouse is Employee by David Jay » Wed Dec 13, 2017 11:58 pm Based on previous threads, I don't believe that EJ will be interested in working with you on this situation Every job is the totality of pay, situation (work schedule, commuting distance, COL ), benefits, and restrictions
  • Edward Jones users, Im looking for recs on funds they offer that fit . . .
    Edward Jones users, I'm looking for recs on funds they offer that fit Boglehead investing philosophy by MrMars » Tue Jan 24, 2023 11:44 pm My wife is starting a new job that will offer a Simple IRA via Edward Jones I realize EJ won't offer Vanguard or Fidelty mutual funds (generally) The EJ agent is supposed to mail us some stuff
  • 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





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