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I am considering moving funds from my edward jones account to either vanguard or fidelity. 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 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.
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. Experience with edward jones by shess » mon sep 06, 2021 6:02 pm rain check wrote
Over time my investments held in ej have accumulated to a significant amount I also have the same amounts in two other brokerages, incl 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 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. Edward jones employment requirement by fbn2014 » tue dec 20, 2022 7:50 pm has anyone ever heard that a requirement of working at edward jones is that you have to transfer your investments to them
Given the cost of selling the securities at edward jones, the executor could open an estate account somewhere else, have the new brokerage firm collect the account in kind, and sell the securities at the new brokerage. 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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