ComplaintsforEdward Jones - Brand L Coursen, Financial Advisor
Need to file a complaint?
BBB is here to help. We'll guide you through the process.
Complaint Details
Note that complaint text that is displayed might not represent all complaints filed with BBB. See details.
Initial Complaint
03/08/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
My husband died in 2013, and his employer deleted him and added me to the pension at that time. I recently received a distribution fbo *********************** with me clearly listed as the participant. However, Brandon ******* at Edward Jones took it upon himself to set it up in my deceased husbands name. I told him this was wrong and provided the information he required to change it. He said it would be corrected, but I now seeing that it never was. He had no authority to take a check clearly made out to me and open account an in my dead husbands name. But at the very least, he should have fixed it. This is MY asset and he has harmed me with his actions.Business response
03/17/2023
We are reviewing this matter and will seek to reach a resolution directly with the client. A firm response was sent to the client.Customer response
03/20/2023
Complaint: 19550084
I am rejecting this response because:They didnt address my issue. I was never informed that my account choice would put the account into my husbands name. They offered no solution, but Brandon ******* has told me that it can be changed to my name. I am not sure why he wouldnt have already offered to do so, but if I can work it out with him, I will. The compliance department is a waste of time.
Further, they stated that I could change advisors if I want to, but I spoke with an advisor in **********, *******, as well as one in ************, *******, and they both said that they dont take clients from other advisors. Frankly, they didnt sound all that promising anyway.
Sincerely,
***********************Business response
03/21/2023
We have responded fully to the client and regret her disappointment with our response.
*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
Customer Reviews are not used in the calculation of BBB Rating
Customer Complaints Summary
1 total complaints in the last 3 years.
0 complaints closed in the last 12 months.