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  • Edward Jones vs indexing - Bogleheads. org
    Edward Jones vs indexing by Gacavedave » Tue Aug 10, 2021 12:55 am I recently inherited my father's Edward Jones account I had little investing knowledge, but I'm educating myself as quickly as I can It appears to me that Edward Jones, and Raymond James, drain profits with front and back end fees
  • Edward Jones or Vanguard? - Bogleheads. org
    My mother-in-law has her retirement account with Edward Jones 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
  • Has Edward Jones changed its practices? - Bogleheads. org
    Edward Jones has made adjustments to its business model It’s still in the same business it’s always been in though, which is to help households with their investments, for a profit
  • Moving from Edward Jones to Fidelity - Pros Cons of Index funds
    Moving from Edward Jones to Fidelity - Pros Cons of Index funds by ltdmn » Tue Jun 06, 2017 5:41 pm We currently have IRAs and 529s at Edward Jones, invested in an assortment of American Funds (as they tend to do there)
  • 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
  • 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
  • TOD Time to Complete - Bogleheads. org
    TOD Time to Complete by mchriste15 » Thu Feb 08, 2024 11:11 pm Waiting through a Transfer On Death process with Edward Jones brokerage and it seems to be going very slowly What is the usual expectation? I'm in no particular hurry, but 10 weeks without control of investments seems to be a long duration
  • After Brokerage Download, does turbotax automatically do Tax Loss . . .
    After downloading my stock bond information from Brokerage (Edward Jones) into Turbotax Premier, does turbotax automatically do Tax Loss Harvesting or will I need to dig through the forms and enter my information myself?
  • 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 Question - Bogleheads. org
    Re: Edward Jones Question by billfromct » Sun Feb 26, 2023 9:43 pm Since these mutual were inherited 13 months ago, probably at the height of the stock market (November 2021?), the cost basis of the mutual funds would be the cost basis at time of death, so selling them would probably create a capital tax loss





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