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  • 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
  • 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
  • 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
  • Transfer from Edward Jones to Fidelity or - Bogleheads. org
    Transfer from Edward Jones to Fidelity or ? by Circe » Fri Apr 22, 2022 7:26 pm I've gotten a lot of good information on this site about moving from EJ (and other high-fee advisor firms) to lower cost firms like Vanguard, Fidelity and Schwab I have a taxable account with EJ
  • Leaving Edward Jones. . . Why is Vanguard and Fidelity Always the . . .
    In my Edward Jones account it's mostly rebalancing and the annual IRA contributions (plus fending off my advisers recommendations, ha!) So if I buy and hold and make monthly ongoing purchases into existing funds, I think Fidelity is it
  • Transferring from Edward Jones to Fidelity - Bogleheads. org
    Edward Jones may charge an "exit fee" (e g , a final kick in the you-know-what) upon transferring the accounts to Fidelity, but then you will be free and clear of them Definitely will be worth it for you
  • E. Jones Vanguard and now Fisher Investments - Bogleheads. org
    E Jones Vanguard and now Fisher Investments by Klaxton » Mon Nov 05, 2018 12:23 am I am age 75, no spouse, retired and have a portfolio of about $1 3 million 95% of which is with Edward Jones This year I expect my EJ "fees and charges" to be about $14,500
  • Moving from Edward Jones to Vanguard - Bogleheads. org
    Re: Moving from Edward Jones to Vanguard by bbass0408 » Sat Apr 23, 2016 2:31 pm FoolStreet wrote: Because these are tax advantage accounts, I don't think there is any tax implications to just having Vanguard pull them over, then selling within Vanguard and replacing with a target date, life strategy or 3-fund portfolio
  • I am leaving Edward Jones! - Bogleheads. org
    I haven't gotten to this part in my research above, but it would be helpful to get some tips resources as I plan on transferring money from Edward Jones by the end of April This is a somewhat long-winded post, mostly because I am just EXCITED to be doing something other than Edward Jones with our money from now on! Thank you, Bogleheads!
  • Ready to Leave Edward Jones and control my destiny
    Re: Ready to Leave Edward Jones and control my destiny by backpacker61 » Tue May 17, 2022 11:30 am Dave Ramsey has good advice for managing lifestyle creep, paying off debts, and setting priorities in your life I consider him a good guy that has helped many people





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