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  • 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
    Experience with Edward Jones by Rain Check » 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
  • 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
  • Edward Jones Portfolio Review - Bogleheads. org
    Re: Edward Jones Portfolio Review by 123 » Wed Jun 25, 2025 2:42 am A typical example we see of how financial firms, like Edward Jones, want to make things appear far more complicated than they need to be There are six to eight fund in each account primarily to make it look tailored for the investor
  • 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
  • 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
  • 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
  • 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





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