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Making Sense of Investing

General Info
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Email
Services/Products
Stocks & Bonds, Investment Managers, Advisors.
Brands
Funds Investment, Investment Management, Richmond Financial Advisor, Stock & Bond Broker
Payment method
company card, visa
Neighborhoods
Stratford Hills - Stony Point, Willow Oaks, Gravel Hill
Categories

Reviews

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Sylvia S.
Edited: 07/25/2018
Overall
Expertise
Service

What a travesty. Very helpful when they feel they are going to get more funds but I have been trying to rollover funds for six months now to avoid any additional losses and the $40 annual fee. I was initially told I had to come to the office and fill out forms, then I was told that the bank had to send forms. I get a response today that and I quote, "your Traditional IRA account is now handled out of St. Louis by Dave Herber (BOA is Karmann)." I called them today and they are faxing me the forms that should have been sent over from day one.

Now they tell me it's $135 service fee and annual fee from the few dollars I have left. I am so glad that I did not invest any more of my funds left. Out of $1000 I'll get about $400. SHADY!

Details

Phone: (804) 323-1198

Address: 6740 Forest Hill Ave, Richmond, VA 23225

Website: http://www.edwardjones.com

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