Edward Jones 4+

Edward Jones is by far the best financial planning firm that my husband and I have ever been associated with for all our financial needs. Even though our son is our financial advisor, we have been so impressed with how he has handled our financial affairs. He always keeps us informed about our stocks, mutual funds, and everything that we need to do to prepare ourselves for retirement this year. If all of your financial advisors are as good as our son, then you have a top notch financial institution. Brandon DuBose has proven himself to be the perfect financial advisor for our family. We have earned much money through Brandon’s expertise with our investments. If we can trust our son with all of our money then everyone should trust Edward Jones too with their money! Thank you for training our son to be the best financial advisor for Edward Jones. He will do very well in this world educating people on how to invest their money in the future.

I recently had a change in advisor notice said to me. Steven is my new advisor, I reached out and he set up an appointment for me to discuss my account. Over the past few days to a week I have had more corrections, options, etc. all of these options I was not aware of, and I was a beneficiary of my wife’s account. So I really want to thank Steven and let the company know that with advisers such as him, he customers can expect top flight service. Thankfully I didn’t miss anything over the past year, as far as benefits or loss of funds, etc. so I’m really appreciative of all the information and service that I have received over this past week. And again I had no idea.
So I really wanna thank Steven and his team for great work on my account. And thank the company Edward Jones. Signed, Frank Goldschmidt

May 2022 review…I am revising my rating because the latest update has brought back my favorite feature. It’s a graph that shows Value Over Time of the total of all my investment accounts over a time period of 1-5 years. Kudos!

2021 review…This app seems geared for users that are planning for retirement. As someone currently living in the retirement years, I don’t have an interest in the goals section but it’s very prominent and there is no way to turn it off. This upgrade has also done away with my favorite feature which was the graph that showed performance history of the total of all my Edward Jones investments. I can still see the performance of individual accounts, but I can’t find the summary graph anywhere. It’s just gone.