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I want to leave Edward Jones and go to Schwab - Bogleheads. org Re: 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" Here it is! Reasons 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
Moving from Edward Jones to Fidelity - Pros Cons of Index funds Re: Moving from Edward Jones to Fidelity - Pros Cons of Index funds by Avo » Wed Jun 07, 2017 12:59 am Fidelity Contrafund started in 1990, run by then unknown manager Will Danoff The hot Fidelity fund at that time was Magellan, managed by the legendary Peter Lynch (who was about to retire, turning Magellan over to a new manager)
Experience with Edward Jones - Bogleheads. org Re: Experience with Edward Jones by shess » Mon Sep 06, 2021 6:02 pm Rain Check wrote: 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
Transfer from Edward Jones to Fidelity or - Bogleheads. org Re: Transfer from Edward Jones to Fidelity or ? by carminered2019 » Sun Apr 24, 2022 3:05 pm Make sure you print out the statement from EJ for backup before the transfer I transferred the same amount as you last year to from EJ to Fidelity without selling the funds Fidelity guided me through the process and it was easy
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
Advice on Transferring Out of Edward Jones - Bogleheads. org Advice on Transferring Out of Edward Jones by JMT295 » Thu Oct 15, 2020 7:21 pm I am a newbie to this forum, and am wanting to transfer out of Edward Jones and any advice guidance you could give me would be greatly appreciated I am considering moving funds from my Edward Jones account to either Vanguard or Fidelity
Leaving Edward Jones is there a better or worse time 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
Interesting Story about Leaving Edward Jones (investments approach . . . Re: Interesting Story about Leaving Edward Jones (investments approach) by Everlast311 » Thu Mar 13, 2025 1:08 pm Wow, that's the opposite of the "put my client in 30 different ETFs so they can't make heads or tails of it" strategy
Likely Move From Edward Jones to Vanguard - Bogleheads. org Re: Likely Move From Edward Jones to Vanguard by Duckie » Tue Jun 21, 2022 12:57 am estrellamts wrote: Sun Jun 19, 2022 10:10 pm Need suggestions on transferring EJ taxable investment funds straight over to Vanguard account or better to convert to Vanguard funds?
Edward Jones Guided Solutions - Spouse is Employee Re: Edward Jones Guided Solutions - Spouse is Employee by David Jay » Wed Dec 13, 2017 11:58 pm Based on previous threads, I don't believe that EJ will be interested in working with you on this situation Every job is the totality of pay, situation (work schedule, commuting distance, COL ), benefits, and restrictions