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Business Profile

Financial Consultants

Edward Jones

Headquarters

This business is NOT BBB Accredited.

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Important information

  • Customer Complaint:
    BBB has received consumer complaints against Edward Jones which allege difficulty accessing money in accounts difficulty getting a representative of the company to assist them.  

Complaints

This profile includes complaints for Edward Jones's headquarters and its corporate-owned locations. To view all corporate locations, see

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Edward Jones has 4126 locations, listed below.

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    Customer Complaints Summary

    • 47 total complaints in the last 3 years.
    • 12 complaints closed in the last 12 months.

    If you've experienced an issue

    Submit a Complaint

    The complaint text that is displayed might not represent all complaints filed with BBB. 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.

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    Complaint status

    Complaint type

    • Initial Complaint

      Date:03/26/2025

      Type:Service or Repair Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      I am trying to move my $15,687.57 to **************** as a *** ****** ROLLOVER. I have sent all information and have filled out the paperwork in Oconto through Edward Jones , all of this has been denied . I have sent and called several people and talked for hours on the phone trying to get my money sent in a rollover. I have talked with *** ******, my financial advisor thru texts asking for my money. I have talked with ****** *****, **** and a **** ***, all of whom said I would be getting my *** ******** check. I am angry that I have made every effort to get them to release the money in my *** TO N.E.W. CREDIT UNION , p.o BOX 74 OCONTO, WI *****. My account number is ********** Please help me.

      Business Response

      Date: 03/31/2025

      Edward Jones takes all client concerns seriously. We are reviewing this matter and will seek to reach a resolution directly with the client.

    • Initial Complaint

      Date:02/26/2025

      Type:Product Issues
      Status:
      Resolved
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      On December 23, 2024 the administrative assistant *** ******* for ******** ******* reached out to my wife and I Via phone call regarding short fundings of our current *** for both of us.( See email Chains Below). *** explained we were short thousands of dollars in both accounts. Based on our contributions through the year this was not possible based on the math and our plan to fund throughout the year not a lump sum at end of the year. We explained to *** this was incorrect and not possible with her responding this was accurate and was an option for us to fully fund to correct. *** after reviewing finally sent back the email below (Marked 1st email chain) supposedly finding the error with my wife actually discovering the actual issue of, we were funding one amount but our amounts when increased were not being appropriated fully to our ***s as expected causing the short fall. I requested ******** call asap to resolve with no resolution. *** was only stating she improperly told us $6,500 and it was $7,000 but the real issue was our funds were not going to our *** from weekly contributions and was never increased to deduct when we were really contributing the higher amount but was not appropriated correctly and rolled into our ** mounts when matured without us being told or knowing. It was not until December 31st I received a phone call from ******** ******* addressing the issues as well as realizing our funds were not being put into the correct areas. After discussing with ******** it was found we had a large sum of money in Cd and that our contributions were increased but not being put into the *** as well as money from possible interest of the ** was accumulated with the extra money from weekly contributions and was rolled into the ** not our *** as discussed causing the short falls in our accounts which we had to then double fund as I call it because the money should have been there. ******** ******* *************************************************************

      Business Response

      Date: 05/09/2025

      Edward Jones takes all client concerns seriously. We are reviewing this matter and will seek to reach a resolution directly with the client.

      Customer Answer

      Date: 05/09/2025

      Better Business Bureau:

      I have reviewed the business' response regarding complaint ID ******** and am satisfied with this resolution. 
       
      Sincerely,

      ******* ****

    • Initial Complaint

      Date:10/21/2024

      Type:Service or Repair Issues
      Status:
      Resolved
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      Edward Jones has taken 12 weeks (so far) to perform 2 transactions.

      Customer Answer

      Date: 10/31/2024

      This issue has been resolved by the business. 

    • Initial Complaint

      Date:06/20/2024

      Type:Service or Repair Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      On April 9, 2024 my mother passed away and I was named one of the beneficiaries in her account with **********************. Two to three weeks after my mother passed, we met up with ******************* ( Financial Advisor) at his office and discussed the transfer of funds. My younger brother ***** was also a beneficiary and was present. The third beneficiary is **** (Ricia) ****** our older brother's widow. She was not present. ************** presented the option of setting up a separate account in my name with EdwardJones where my portion of the inheritance can be transferred to. I could then access the funds through that account. I declined that offer. ************** said that they could write a check and send it to me. I agreed. A follow-up call to their office confirmed that they could issue a check to me, but after consulting with a supervisor, I was told that they couldn't do that because the funds are at the head office. After the death certificate was issued, a copy was furnished to EdwardJones so the process of inheritance distribution could get started. After a few weeks, follow-up call to EdwardJones . revealed that they deemed the death certificate was not to their satisfaction. A second copy was given to them and they found this copy to be satisfactory. Still, there's no move to transfer the funds to us. In mid June, I received a call from ******************* and in a stuttering, unsure sounding voice he told me in no uncertain terms that there are no options available and I have to open an account with them. I questioned him on the uncertainty of his statements to which he responded with some hokey excuse that usually it's his boss that handles the paper work.I believe that this company is not dealing with me honestly and I'm being forced to do something I do not want to do. I believe this is illegal and fraudulent. I would appreciate all the help from the BBB in resolving this issue.

      Business Response

      Date: 07/10/2024

      Edward Jones takes all client concerns seriously. We are reviewing this matter and will seek to reach a resolution directly with the client.

    • Initial Complaint

      Date:06/08/2024

      Type:Customer Service Issues
      Status:
      Resolved
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      I received a letter from Edward Jones stating that because my account had not had any activity on it they may have to turn it over to the state. This account has had no activity on it because Im not yet 65??? This is terrifying to me!! This is my money and I have done nothing wrong !! I no longer trust Edward Jones and I want help.

      Customer Answer

      Date: 06/10/2024

      This matter has been resolved. 
      Thank you for your time. 
      **********************************

    • Initial Complaint

      Date:06/07/2024

      Type:Service or Repair Issues
      Status:
      Resolved
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      In March my broker left Edward Jones and I elected to follow her to another agency. It is now June and a man named ***********************, who I have never met, has refused to process all of our accounts. Today I find he is holding onto over $60,000 of college savings account money. He has mailed letters claiming emails are returned when I have the same email for 28 years. Calls to his office go unanswered. He has now blocked the number of my new agency as they have also called repeatedly. This is very unethical, in my opinion, to have made not one phone call to me or my wife to rectify whatever problems he has with letting go, and not charging me fees, of our college savings plans.

      Customer Answer

      Date: 06/10/2024

      The issue was resolved and *********************** stated that the local offices did not have anything to do when a client is moving to another broker as he did not have my stocks, etc ...the national Edward Jones office did. It was the national office sending notices to my home about the email address being closed, which as I stated was not true. In any event the issue was resolved once I had reported it to you. 

      Thanks

      ***************************

    • Initial Complaint

      Date:04/23/2024

      Type:Service or Repair Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      Edward Jones (**) asked about transferring my elderly mothers (Pat) assets to ********* Financial, **** 4/ 5 *** sends to *************************** the annuity ********************** transfer rejection letter she received in the mail. **** communicates w/ his office @ SSG where Pats new *** is. Week of 4/8 ********** speak w/ ******************* @ the ** about Pats desire to liquidate the annuity. ***** didnt know what to do. He finds out & calls **** back (w/o Pat on the phone). He tells **** what to do, but it proves to be wrong based on **** calling ******* Financial Group (***). 4/10 **** calls *** and finds out that the *** annuity is held @ ** in the name of Edward Jones FBO *******************************. In order for the liquidation and proceeds transfer form SSG submitted to *** to process, *** needs ** to release the annuity & rename it solely in the name of *******************************. **** prepares *** annuity change of ownership form to reflect this change. *** signs on the 11th, but with a date of the 10th to match the forms date **** prepared. 4/11 **** faxes the annuity change of ownership form to ***; **** receives confirmation that the fax went through. 4/15 **** calls *** and they confirm they faxed the annuity change of ownership form to ** on 4/12. 4/19 ********** call ** and are told it takes 5 business days to image in a form, so call back on Tuesday the 23rd to check its status. 4/23 ********** call **. We talk w/ **** at ** corporate office. She says, she doesnt see anything, and asks if *** faxed the form to the right department. We dont know that answer. She tells us that ** is a shell company for the annuity. They dont hold the annuity seemingly passing off who actually holds the annuity and has any power over it. Both companies get paid from it, yet neither claims responsibility for it. 4/23 bypassing ***, ************** the *** annuity change of ownership form directly to ** at fax # provided by **** ************. **** receives confirmation fax went through.

      Business Response

      Date: 05/16/2024

      Edward Jones takes all client concerns seriously. We are reviewing this matter and will seek to reach a resolution directly with the client.

      Customer Answer

      Date: 05/17/2024

      Complaint: 21614548

      I am rejecting this response because:

      Their brief reply is vague in nature and provides no proof of resolution. 



      Sincerely,

      ***************************

      Business Response

      Date: 05/24/2024

      "Edward Jones takes all client concerns seriously. We are reviewing this matter and will seek to reach a resolution directly with the client.

      Customer Answer

      Date: 05/31/2024

      Complaint: 21614548

      I am rejecting this response because: 

      A formal apology is warranted. This caused tremendous stress on our family, particularly my mother. 



      Sincerely,

      ***************************

    • Initial Complaint

      Date:04/11/2024

      Type:Delivery Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      For MONTHS now we have bee receiving post from Edward Jones in **************, ** for "FBO *********************** c/o **** ***********************." We have marked every piece of post as "NOT AT THIS ADDRESS!" "RETURN TO SENDER!" and "ADDRESSEE UNKNOWN." Yet, the post keeps coming. Once and for all, there is no one here named *********************** or **** ***********************. Please stop sending post to this address for these people. There are no ******** and no Smiths here!! We are sick and tired of marking the post for return. In this age of COVID, every unnecessary piece of post that we have to handle puts us more at risk for disease. Plus, we just are tired of receiving other people's ****** mail!!!!

      Business Response

      Date: 04/22/2024

      Edward Jones takes all concerns related to client's accounts seriously. We are reviewing this matter and will communicate directly with the complainant.

      Customer Answer

      Date: 04/22/2024

      Complaint: 21563862

      I am rejecting this response because this is precisely what we have asked them NOT to do.  NO MORE POST SENT TO OUR HOME FOR ********************* or **************************.  

      If these people are your customers, it is up to you to find out where they are now and contact them there.  It seems to me if their relationship with you was important to them, they would have notified you of their new address a long, long time ago.  If I move, I notify everyone with whom I do business that I am moving and give them the date to start forwarding my post to a new address.  That is what RESPONSIBLE ADULTS do.  

      In any case, please do not send any more post to our home for these people. We do not know them.  They do not live here, and we do not want to be burdened with their post.  If you do reach these people, I hope you will tell them that it is their RESPONSIBILITY to notify the companies they do business with that they have moved and have a new address.  SICK AND TIRED OF LOOKING AFTER OTHER ADULTS'S BUSINESS!  They were likely worthless, irresponsible, disruptive kids in school, and they grew up to be irresponsible adults still letting other people take on their burden of their responsibilities.  I believe it is generational.  *****, irresponsible parents raise *****, irresponsible kids who then repeat the cycle all over again.

      Enough is enough!

      ***********************

      Business Response

      Date: 04/25/2024

      We are in the process of reviewing this matter and will respond when our review is complete. 

    • Initial Complaint

      Date:04/02/2024

      Type:Product Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      On March 13, 2024 I met with Edward Jones advisor *************************. A proposal with an account number was generated. I agreed to transfer funds to said account via ACH transfer. I was given a Client Relationship Summary as of November 16, 2023. The Summary was broad in scope leaving me with many questions as a new investor. The "Select Account Client Profile" otherwise known as Proposal ID # **TE74FV65G, was also a "form" sheet. I asked and met with ******************** to clarify. What is his fee, what deductions will be taken from my inital investment.******************** did not provide me with commission fees, adjustments, nothing verbal or written. I was able to access my account on line and noticed an appreciable decline 6% within a matter of days. I emailed ******************** March 26 2024 canceling any further ACH deductions from my bank to the Edward Jones account. ******************** did not phone nor answer my email issues. I spoke with his secretary, ****** who set a phone appointment between ******************** and myself for March 27 at 9:30a.m. At 11:54 a.m. on the 27th of March I phoned his office, spoke with ****** as to why the 930 a.m. appt. was missed. Miss ****** said "**** has had alot of walk-ins this morning". No explaination as to why, as a new client with serious concerns, was disregarded. I attempted to schedule a 1pm appointment and was told **** would be tied up. I offered a 1:30 appt. to his assistant ******, she said she would get back to me. She never did. On March 27 at 5:50 pm I phoned Edward Jones' ******************** and spoke with "***", she would not give a last name. I reiterated my concerns over the non disclosure of fees, why my initial investment declined 6-7% in days, ************************ lack of specific answers on this loss. I want a full refund of the amount given in good faith on my behalf to Edward Jones refunded.

      Business Response

      Date: 04/10/2024

      Edward Jones takes all client complaints seriously.  We are reviewing this matter and will seek to reach a resolution directly with the client.  

      Customer Answer

      Date: 04/11/2024

      Complaint: 21517086

      I am rejecting this response because: The response is not specifically addressing my individual complaint. There is no detail specific to my issues in their response. 



      Sincerely,

      *********************

      Business Response

      Date: 04/15/2024

      C

      Business Response

      Date: 04/17/2024

      Edward Jones takes all client complaints seriously.  We are reviewing this matter and will seek to reach a resolution directly with the client.

    • Initial Complaint

      Date:03/21/2024

      Type:Service or Repair Issues
      Status:
      Resolved
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      I have tried for nearly three weeks to get the Inherited IRA (my father
      left me when he died )which is with Edward Jones to move it to an
      inherited IRA at a bank. I contacted Edward Jones on 3/7/24 . The
      financial adviser quickly sold the stocks, but has repeatedly delayed
      doing anything else to release the money! The problem is that the
      Edward Jones advisor is making excuses and has been reluctant to work
      with the bank and me, continually coming up with excuses and saying it
      will get taken care of soon.
      On 3/20/24, Edward Jones requested that the bank write a letter that I
      had to sign that is asking Edward Jones to send a check made out to the
      bank and it would be deposited in my Inherited IRA account. But as
      usual, Edward Jones is saying this is not in alignment with IRS rules.
      The bank and I disagree.
      Further, I am trying to get this done with an adviser in KS and a bank
      in KS and I live here in Guthrie.
      The only thing we have agreed on is that there would need to be RMDs
      yearly.
      The Edward Jones adviser told me and the bank that it would all be
      transferred with no tax penalty. His story is now changing that this is
      against IRS rules. But per their own policy I accessed online it says:
      "Transfers of assets between like retirement plans is a direct transfer
      from one trustee to another. No distribution to directly to you and is
      tax free. You may make unlimited transfers within 12 month period. The
      account can be transferred within 60 days to a new account with the same
      owners name.
      I want my money transferred asap to the bank that has opened the
      Inherited IRA account asap. And the games to stop.

      Customer Answer

      Date: 03/28/2024

      It appears that on 3/22/24 a check was sent from the Company.  At this time is has not been received in the mail.  

      Business Response

      Date: 04/07/2024

      Firm response was sent to client.  Funds have been transferred and matter is considered resolved. 

      Customer Answer

      Date: 04/08/2024

      Better Business Bureau:

      I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

      Sincerely,

      ***** *****

    Edward Jones is NOT a BBB Accredited Business.

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