Edward jones investments jake bauman

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Pros: Reachable, willing to talk about alternatives, personable. Cons: A tad too behavioral finance oriented, a bit expensive. I’ve had part of my money with Edward Jones for about bxuman years. Honestly, I’ve made a fair chunk of change. But we’ve been in a bull market and I consistently invest every month.

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Pros: Reachable, willing to talk about alternatives, personable. Cons: A tad too behavioral finance oriented, a bit expensive. I’ve had part of my money with Edward Jones for about 7 years. Honestly, I’ve made a fair chunk of change. But we’ve been in a bull market and I consistently invest every month. I’ve found my advisor to be willing to talk about the full range of investing possibilities. In general, I’ve found him pretty good. Yes, EJ is a bit expensive, but so far the cost has been worth it.

Let’s face it. The financial services industry is out to make a lot of money. And they. I also invest at Vanguard. Vanguard is the cheapest. But I just use index funds. Northwestern Mutual is a glorified insurance company. Pros: They make themselves a lot of money. Cons: High fees, hidden fees, closing account fees, yearly fees, annual fees, high expense ratio funds.

The advisors get wined and dined every week by different fund managers to get the advisors to sell their fees. Pros: Professional, Accessible, Open to Suggestions. Before you read a negative review and think wow, I’m not going there, remember that all advisors are independent. Just because someone had a bad experience with their guy doesn’t mean they’re all bad.

I’ve been investing with Edward Jones for just over a year now and I have found my guy to be everything stated in the Pros. He will call me with recommendations and I can follow them or not — my choice. I can call him with recommendations and he’ll give me his honest advice.

At the present, he’s considering several stocks I’ve shown to him LOL!!! Don’t be swayed jaje a negative report. Find a local office and then find people who have dealt there personally. Don’t paint all Edward Jones advisors with the same paint brush. Pros: Easy access. Moved cross country and moved my EJ account to new area. Previous advisor was good. I said ok but I don’t want to invest in overseas companies. Edawrd me jaks don’t have the knowledge or the work ethic to do your job to the best for your clients.

Was not making what I thought I edward jones investments jake bauman and with edwardd election coming up, I wanted to get out of stocks. He said «if baumn want to go against your FA’s advise». I put it into CDs and now when they mature I refuse to reinvest and am putting it into cash while looking for a good FA. I hope. Pros: Nice fancy office!! Cons: Fees, fees and lots and lots of hidden fees. My jaake talked me into trusting Edward Jones.

Silly me did not do my research as I should. I told my wife our «advisor» is nothing more than a glorified salesman. She didn’t see it that way, but you can’t B. I was promised by the salesman that our account would be an incredible amount within 10 years. I was in total disbelief from the wild statement and I became immediately on guard.

Year one passed, markets thru the roof and we are not making money. Confront the advisor at a meeting and he gets really mad.

Now I know what’s going on, but I don’t trust anyone else nor know what the heck to. I spent the next 18 months and find a great advisor. Edward Jones turns nasty when accounts are transferred! I’m glad I’m done with this company. Pros: Knowledgeable about certain aspects of investing. Cons: Wanted to put me into an annuity. I have been very pleased with the advice and service offered by the agent I have with Edward Jones. Appointments are easy to get and confirmed by E-mail and inveestments the day before the appointment date.

I have been with them only about a year and based sdward their advice by investments have grown by a little less than thirty percent. My father who has been with them more than twenty years has seen his investments grow from one hundred twenty thousand to over a million and that is with no dividend reinvestment.

The only advice that I did not follow was to invest in an annuity. I already have one and do not need. Pros: Professional and very helpful. Cons: None. I retired and left fidelity as the arrogant advisor lost me money every month. Since I had just retired, my instructions to the EJ representative was to make me more than the 3 percent cost of living increase uake their comissions.

In the past 8 months I have been with them they have returned almost twice that to me on my investments! How could you possibly complain about that? Amy Patton in Overland Park is terrific!!!

Cons:. Pros: NONE. Cons: Money Grabbers! Cons: everything has been a CON with. Was told the Franklin Funds I have our volatile and I need to move my money. Was told the Franklin Funds I have our volatile and I need to move my money into more stable funds which I believed. You would be better just going to Vegas and betting on red or black rather than taking advice from an Edward Jones financial advisor. Pros: Knowledgeable, very helpful, full service. I am ok I guess been with 3 yrs uones out with about have spent 50 and still have Pros: None.

Cons: All cons. It’s a con game. I had a broker who wanted me to invest my portfolio with him, and he sold me a few plans but I wanted to back. I had one remaining fund with him, and he ordered me to pull the fund out and invest it elsewhere, because he wasn’t «making enough money from it.

They make no bones about the fact that it’s all about them making money, nothing for your own edwarx. They have nothing of value to offer. They will meet with you and talk but that’s not worth the money you lose. This business model should be against the law. People can invest on their own without paying loading fees and commissions to middlemen.

Pros: My adviser is very knowledgeable and trustworthy. He has been available any time I joes to talk. Since I’ve been with EJ for the past seven years, I have never felt that I was being steered into an investment for the sole purpose of EJ making more money from me.

Cons: I don’t have any complaints. I’ve read a lot of reviews online about EJ. Their overall ratings are low. My personal experience has been the opposite. Maybe I got lucky and have one of their better advisers. Another major complaint from others is about the fees. It sounds like many reviewers don’t like paying fees and therefore should not be with a full-service brokerage firm like EJ. I’m an absolute idiot with finances and have made nothing but wrong decisions for the past 25 years which has cost me dearly.

So I don’t mind paying someone to manage my money. Although I pay edward jones investments jake bauman that might be a bit higher than their competitors, in the long run, I will be way better off than if I manage the money. I have not sought services from any of EJ’s competitors because I really like and trust the EJ adviser who I currently .

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