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JFMXX JPM FEDERAL MONEY MARKET I. Current Assets (Outside of Edward Jones): My Roth 401k: $51k. Spouse’s Traditional 401k: $41k. Private Equity Investment: $375k. Annual Contributions: We max out both of our annual IRA contributions (19k goes to roth, 19k goes to traditional) David Jay. Posts: 14928.
Re: Experience with Edward Jones. by nedsaid » Mon Sep 06, 2021 7:24 pm. gwe67 wrote: ↑ Mon Sep 06, 2021 7:21 pm Edward Jones paid big bucks to sponsor a football stadium for about 15 years. Of course, their clients ultimately paid for that. Edward Jones gets naming rights to 'The Dome,' Rams announce.
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. With EJ, I have five accounts including an IRA and a Roth IRA plus one annuity which ...
If the assets are in at trust, the trust dictates disposition. If the assets are not in a trust, and beneficiaries are specified, that's where the funds go. 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.
vs. Fidelity Contrafund (FCNTX) The index fund is cheaper (0.04% vs. 0.68%) but returns (10 year) were lower (7.14% vs. 8.74%). I recognize these are not perfect comparisons (the Indexes seem to be more 'balanced' as opposed to 'growth') but the 10-year standard deviation on the managed funds are similar or lower than the index funds, so there ...
As there is a local office and you already have an account with Fidelity, consider consolidating all three accounts there. Schwab is a good option too. Agree with transferring the EJ funds in-kind ASAP to eliminate the advisor fee. Ask in advance, but Fidelity (or Schwab) should reimburse the EJ account closing fee and give you a bonus.
Re: Ready to Leave Edward Jones and control my destiny. by student » Tue May 17, 2022 1:31 am. 1) You should move from EJ and Fidelity is good. Schwab is also good. 2) If you have a regular account, then you do your own trading. If you have a wealth management advisory account, then they will likely do the trading.
by btenny » Fri Feb 04, 2022 7:46 pm. Yes TDAmeritrade is good low cost brokerage company to use to hold your investments. They can handle all kinds of accounts (IRA, Roth IRA, Standard brokerage account, etc..) and you can buy and sell ETFs and single stocks and mutual funds in them.
I moved an inherited IRA and taxable account from my dad last year from EJ to Vanguard and it went smoothly, I didn't have to contact EJ or become involved other than with the VG rep. Note, you will pay a closure fee for each account at EJ. If I recall the IRA was $95 and the taxable was $135.
After ten years at Edward Jones, and with the switchover to fee-based IRA's I'm thinking of leaving. I can't stomach the idea of them getting 1.35% of my IRA investments per year (currently $202K.) I've just spent a couple hours reading the threads here about leaving Edward Jones. At this time I don't have any questions about how to do that.