Tacoma, WA Edward Jones

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Helpful Reviews 
Penny Lane Financial
Katie P. rated

Great company and service. Jeff Pickering is helpful and knowledgeable. Nice to have a company like this in Tacoma.

Morgan Stanley
houstonhomes rated

Awful experience, this office failed to roll over my late-mother's IRA after her passing. I inquired about where did her separate IRA go (5 years after she passed) and who's been benefiting from it and since this office has gone dark. Investment Advisor Thomas O'Neill has completely disappeared since a call to him on May 16, 2017 and his e-mail auto responder still says he'll be back May 17, 2017. Since, Ive been harassed an targeted by Morgan Stanley, intimidated and threatened to not file a complaint against them with the SEC. This includes suing me for Morgan Stanley's attorney fees for an alleged complaint to the SEC and continued harassment by wage garnishment to pay Morgan Stanleys fees. Listen to tv last phone call with him before he disappeared and decide for yourself: https://youtu.be/zzI0-tACwR0

Morgan Stanley
Moms E. rated

Tom O'Neal told our Mom's Estate Executor that he had her IRAs with named beneficiaries. There was a restraining order from doing anything with her assets. Tom, in cahoots with my father (personal friends), rolled my mother's IRA into my Dad's saying it was a community property state. Ummm... no Tom, you can't just roll over an IRA that have named beneficiaries, thinking you wouldn't get caught. Called Tom back again and his story changed, that there were no beneficiaries, and Tom said we had a lawsuit against Morgan Stanley. Made it clear that when he visited my mom in hospice, it was just to say hi and not force her into signing paperwork. Why would he say that?!?! Tom is running with a bunch of crooks and it's just a matter of time that they get caught for forgery and contempt for violating a restraining order.