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Business ProfileforEdward Jones
At-a-glance
Business Details
This is a multi-location business.
- Headquarters
- 12555 Manchester Rd, Saint Louis, MO 63131-3710
- BBB File Opened:
- 12/3/1981
- Years in Business:
- 102
- Business Started:
- 1/1/1922
- Business Started Locally:
- 1/1/1922
- Alternate Business Name
- Edward Jones
- Edward Jones - Nathan Zoromski
- Edward Jones - Wes Burrell
- Business Management
- Complaint Department, Manager
- James D Weddle, Managing Partner
- Nathan Zoromski, Financial Advisor
- Wes Burrell, Financial Advisor
- Penny Pennington, Managing Partner
- Ms. Sandy Feldkamp, Financial Advisor
- Contact Information
Principal
- James D Weddle, Managing Partner
- Nathan Zoromski, Financial Advisor
- Wes Burrell, Financial Advisor
- Ms. Sandy Feldkamp, Financial Advisor
Customer Contact
- Complaint Department, Manager
- Additional Contact Information
Fax Numbers
- (314) 515-2622Primary Fax
- (887) 222-9094Other Fax
Phone Numbers
- (314) 453-9652Other Phone
- (314) 515-3587Other Phone
Website Addresses
- (314) 515-2622
Customer Complaints
51 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintMost Recent Customer Complaint
03/21/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Resolved
left me when he died )which is with Edward Jones to move it to an
inherited IRA at a bank. I contacted Edward Jones on 3/7/24 . The
financial adviser quickly sold the stocks, but has repeatedly delayed
doing anything else to release the money! The problem is that the
Edward Jones advisor is making excuses and has been reluctant to work
with the bank and me, continually coming up with excuses and saying it
will get taken care of soon.
On 3/20/24, Edward Jones requested that the bank write a letter that I
had to sign that is asking Edward Jones to send a check made out to the
bank and it would be deposited in my Inherited IRA account. But as
usual, Edward Jones is saying this is not in alignment with IRS rules.
The bank and I disagree.
Further, I am trying to get this done with an adviser in KS and a bank
in KS and I live here in Guthrie.
The only thing we have agreed on is that there would need to be RMDs
yearly.
The Edward Jones adviser told me and the bank that it would all be
transferred with no tax penalty. His story is now changing that this is
against IRS rules. But per their own policy I accessed online it says:
"Transfers of assets between like retirement plans is a direct transfer
from one trustee to another. No distribution to directly to you and is
tax free. You may make unlimited transfers within 12 month period. The
account can be transferred within 60 days to a new account with the same
owners name.
I want my money transferred asap to the bank that has opened the
Inherited IRA account asap. And the games to stop.
Customer Reviews
38 Customer Reviews
What do you think? Share your review.
Most Recent Customer Review
Thomas H
04/10/2024
Edward Jones Response
04/16/2024
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