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Jodi engelstad edward jones investments

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Industry Law Practice. A, English. Dan Rodney Huntington Beach, California. Edward Jones Years April - October Bonnie Harlow Knoxville, Tennessee Area. Edward Jones Years May - October Industry Staffing and Recruiting. Karen Rohaly Greater Pittsburgh Area. Edward Jones Years May - April Job Financial Advisor.

Experience Investacorp, Inc. Edward Jones Years December - June Ron Pryer Greater Chicago Area. Feliz Tovar Greater St. Edward Jones Years August - January Job Financial Representative at Northwestern Mutual. Danyel Ramelow Houston, Texas Area.

Edward Jones Years August - Present. Industry Marketing and Advertising. May - Present Dinner Lab, Inc. Jason J. Job The operations professional that gets the job done! Stephen McGoff Greater St. Edward Jones Years September - November Darrell Guitar Houghton, Michigan.

Edward Jones Years December - April Dan Gaidula Greater Philadelphia Area. Industry Graphic Design. Darrel P. Mark Culotta Metairie, Louisiana. Industry Construction. Matthew Childs Austin, Texas. Edward Jones Years January - December Spencer Bennett Edmonton, Canada Area.

Edward Jones Years April - Present. Industry Security and Investigations. Joe Mott Huntersville, North Carolina. Industry Insurance. Chris Stutes Portland, Oregon Area. Edward Jones Years June - February Job Owner of Cornerstone Wealth Management. Danyel Ramelow Houston, Texas. Pamela Koehler Greater Atlanta Area. Job Academic Intervention Teacher. Industry Education Management. Rengaram Santharam Greater St.

Job Module Leader at Wipro Technologies. Industry Information Technology and Services. Philip Mayeux New Iberia, Louisiana. Edward Jones Years June - December Sandra Derr Washington D. Metro Area. Edward Jones Years January - October Job currently "retired" but open to opportunities at living in Ashburn VA. Pankaj Mittal Toronto, Canada Area. Edward Jones Years July - December Ed LaFoe Greater St. Job Network Engineer at a major bank.

Industry Computer Networking. John Finney Metairie, Louisiana. Edward Jones Years October - April Edward Jones Years March - September Industry Management Consulting. Scott Oros Sacramento, California Area. Edward Jones Years September - March Industry Government Administration.

Edward Jones Years - April John Spurlock Baton Rouge, Louisiana. Edward Jones Years November - Present. Troy Malbon Portland, Maine. Edward Jones Years August - June Jerry Edwards Galveston, Texas. Job Fulltime School Counselor. Parttime Marketer. Trent Whicker Chattanooga, Tennessee. Edward Jones Years February - June Michelle Dobson Rochester, Minnesota. Industry Legal Services. Connie Rountree Houston, Texas Area. Edward Jones Years March - October Industry Consumer Services.

Sadie Ardoin Lafayette, Louisiana. Edward Jones Years August - December Beth Thomas Platteville, Wisconsin. Edward Jones Years August - July Janic Hoyuela Metairie, Louisiana. Tim Rock Metairie, Louisiana. Victoria Simoneaux Franklin, Louisiana. Allena Gigika Greater Detroit Area. Edward Jones Years July - February Francis Bernard Raj Greater St.

Edward Jones Years September - Present. Job Senior Software Consultant. Industry Computer Software. Kevin Schafer Cincinnati Area. Edward Jones Years March - Present. Gopi Dasaraju Greater St. Job Sr. Programmer analyst at Edward Jones. Julia Karn Kihei, Hawaii. Industry Public Relations and Communications. Stephen Pejakovich Greater Detroit Area. Job Agent at United Heritage. Industry Telecommunications. Greg Berglund Portland, Oregon Area.

Vickie Fitzgerald Henson Greater St. Industry Human Resources. Education Loyola University of Chicago B. Ryanne Siddiq Houston, Texas Area. Industry Investment Banking. David Mayeux Ville Platte, Louisiana. Edward Jones Years June - October Jason Nero Amherst, New Hampshire. Tyler Jamison-Aleshire Winnetka, Illinois. Edward Jones Years August - September James Ka Honolulu, Hawaii. Stephanie Golupski Perrysburg, Ohio. Industry Chemicals. Chuck Booksh Baton Rouge, Louisiana. Edward Jones Years June - January Edward Jones Years March - December Industry Museums and Institutions.

Edward Jones Years March - April Edward Jones Years January - May Berry White El Dorado, Arkansas. Job Construction Professional. Jim Broom Greater Minneapolis-St. Paul Area. Mack Doyle Cleveland, Ohio. Cohen, David Atlanta, Georgia. Job Senior Financial Advisor. Robert Agnew Birmingham, Alabama Area. Julie Wander Columbus, Ohio Area.

Business Administration, Marketing. Minal Gandhi-Shepard Greater St. Louis Area. Industry Writing and Editing. Stephen D. Jones Charlotte, North Carolina. Job Experienced Financial Professional. Sandon Sandy Purcell Englewood, Colorado. Charles Cornett Richmond, Virginia. Donald Rivers Columbus, Ohio Area. Nick Backe Greater Chicago Area. David Kopp Fort Lauderdale, Florida. Jamie Nowakowski Marlborough, Connecticut. Experience Masters Consulting Group, Inc.

Don Chiodo Clare, Michigan. Peter Reinhart De Pere, Wisconsin. Experience Ameriprise Financial Services, Inc. Vincent J. Mark Michelsen Saint Louis, Missouri. Industry Investment Management. Kelsey Moriarty Indianapolis, Indiana. Industry Marketing and Advertising.

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Peter weiss ackman ziff investment Business Administration, Marketing. Now in print. Job Realtor at Coldwell Banker Burnet. With our employee database, the possibilities are endless. Advisor Financial Eric Robbins. Tristan Loiselle Greater Minneapolis-St.
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At Raymond James, Jodi has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. Also, she provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs. She was an RN for 20 years before joining her husband in the financial services industry.

Jodi lives in Columbus, IN, and is married to Mike and has a son, Steven, who is in business with them and a daughter, Jakki. Pros: I just had my first visit. The advisor very friendly but struck me as a pushy salesman, wants ALL my accounts. Cons: I do not personally know anyone who invests with EJ. I left EJ office feeling very unsure.

After reading all these reviews i am now flat out scared. Pros: Great service,get to know you personally, in for the long haul. My experience of over 20 years with same advisor and location at Edward Jones: My wife and I were able to retire much earlier than we had planned because of our investments with Edward Jones. We have worked with the same advisor and staff the entire time.

We consider them our friends and hope the feeling is mutual. We have invested mainly in high quality American Funds mutual funds. American has a large diversified family of funds equities vs bonds that allow you to adjust your asset allocation without charge. And once you reach one million in invested funds, there is no load fee-only fund management fees that are low.

We also own other mutual funds and some individual stocks. This is not a firm to use if you want to do a lot of trading. It is best for those investors who want to buy and hold quality investment vehicles. My advisor presents options for us at our meetings.

He encourages us to make choices based on our risk tolerance and that which allows us to sleep well at night. I know he would prefer us to be more risk tolerant and more heavily invested in equities, but he respects our wishes to forgo large returns for preservation of capital. If you are a patient investor who doesn't mind the buy and hold philosophy, Edward Jones is your company.

Pros: Reachable, willing to talk about alternatives, personable. Cons: A tad too behavioral finance oriented, a bit expensive. I've had part of my money with Edward Jones for about 7 years. Honestly, I've made a fair chunk of change. But we've been in a bull market and I consistently invest every month.

I've found my advisor to be willing to talk about the full range of investing possibilities. In general, I've found him pretty good. Yes, EJ is a bit expensive, but so far the cost has been worth it. Let's face it. The financial services industry is out to make a lot of money.

And they do. I also invest at Vanguard. Vanguard is the cheapest. But I just use index funds there. Northwestern Mutual is a glorified insurance company. Pros: They make themselves a lot of money. Cons: High fees, hidden fees, closing account fees, yearly fees, annual fees, high expense ratio funds. The advisors get wined and dined every week by different fund managers to get the advisors to sell their fees.

Pros: Professional, Accessible, Open to Suggestions. Before you read a negative review and think wow, I'm not going there, remember that all advisors are independent. Just because someone had a bad experience with their guy doesn't mean they're all bad. I've been investing with Edward Jones for just over a year now and I have found my guy to be everything stated in the Pros.

He will call me with recommendations and I can follow them or not - my choice. I can call him with recommendations and he'll give me his honest advice. At the present, he's considering several stocks I've shown to him LOL!!! Don't be swayed by a negative report. Find a local office and then find people who have dealt there personally.

Don't paint all Edward Jones advisors with the same paint brush. Pros: Easy access. Moved cross country and moved my EJ account to new area. Previous advisor was good. I said ok but I don't want to invest in overseas companies. Tells me you don't have the knowledge or the work ethic to do your job to the best for your clients. Was not making what I thought I should and with an election coming up, I wanted to get out of stocks. He said "if you want to go against your FA's advise". I put it into CDs and now when they mature I refuse to reinvest and am putting it into cash while looking for a good FA.

I hope. Pros: Nice fancy office!! Cons: Fees, fees and lots and lots of hidden fees. My wife talked me into trusting Edward Jones. Silly me did not do my research as I should have. I told my wife our "advisor" is nothing more than a glorified salesman. She didn't see it that way, but you can't B. I was promised by the salesman that our account would be an incredible amount within 10 years. I was in total disbelief from the wild statement and I became immediately on guard.

Year one passed, markets thru the roof and we are not making money. Confront the advisor at a meeting and he gets really mad. Now I know what's going on, but I don't trust anyone else nor know what the heck to do. I spent the next 18 months and find a great advisor.

Edward Jones turns nasty when accounts are transferred! I'm glad I'm done with this company. Pros: Knowledgeable about certain aspects of investing. Cons: Wanted to put me into an annuity. I have been very pleased with the advice and service offered by the agent I have with Edward Jones.

Appointments are easy to get and confirmed by E-mail and phone the day before the appointment date. I have been with them only about a year and based on their advice by investments have grown by a little less than thirty percent. My father who has been with them more than twenty years has seen his investments grow from one hundred twenty thousand to over a million and that is with no dividend reinvestment. The only advice that I did not follow was to invest in an annuity.

I already have one and do not need another. Pros: Professional and very helpful. Cons: None yet. I retired and left fidelity as the arrogant advisor lost me money every month. Since I had just retired, my instructions to the EJ representative was to make me more than the 3 percent cost of living increase and their comissions.

In the past 8 months I have been with them they have returned almost twice that to me on my investments! How could you possibly complain about that? Amy Patton in Overland Park is terrific!!! Cons: none. Cons: Money Grabbers! Cons: everything has been a CON with them. Was told the Franklin Funds I have our volatile and I need to move my money into. Was told the Franklin Funds I have our volatile and I need to move my money into more stable funds which I believed them.

You would be better just going to Vegas and betting on red or black rather than taking advice from an Edward Jones financial advisor. Pros: Knowledgeable, very helpful, full service. I am ok I guess been with 3 yrs started out with about have spent 50 and still have Pros: None. Cons: All cons. It's a con game. I had a broker who wanted me to invest my portfolio with him, and he sold me a few plans but I wanted to back out. I had one remaining fund with him, and he ordered me to pull the fund out and invest it elsewhere, because he wasn't "making enough money from it.

They make no bones about the fact that it's all about them making money, nothing for your own benefit. They have nothing of value to offer. They will meet with you and talk but that's not worth the money you lose. This business model should be against the law. People can invest on their own without paying loading fees and commissions to middlemen.

Pros: My adviser is very knowledgeable and trustworthy. He has been available any time I need to talk. Since I've been with EJ for the past seven years, I have never felt that I was being steered into an investment for the sole purpose of EJ making more money from me. Cons: I don't have any complaints. I've read a lot of reviews online about EJ. Their overall ratings are low. My personal experience has been the opposite. Maybe I got lucky and have one of their better advisers.

Another major complaint from others is about the fees. It sounds like many reviewers don't like paying fees and therefore should not be with a full-service brokerage firm like EJ. I'm an absolute idiot with finances and have made nothing but wrong decisions for the past 25 years which has cost me dearly. So I don't mind paying someone to manage my money. Although I pay fees that might be a bit higher than their competitors, in the long run, I will be way better off than if I manage the money myself.

I have not sought services from any of EJ's competitors because I really like and trust the EJ adviser who I currently have. Any full-service broker is in business to make money. And financial advisers don't work for free.

Therefore, I don't think it's fair to vilify them - unless they are actually scamming you against your own interest. Pros: good at taking your money. Cons: poor attitude. I just read all of these reviews and everything just clicks, these guys are trained to take your money!

I told him I was going with someone else. He got so upset and rude, I offered a hand shake and he said he would not shake my hand! Don't trust these people like I did! Cons: Poorly Run. Recently, my father passed away and most of his investments were with Edward Jones. He had told me his wishes regarding how he wanted his estate settled including his monies at EJ. After his passing, I discovered that EJ did not have the correct beneficiaries on one account and another account had no beneficiary at all.

The second account will be going to probate court. Additionally, I have filled out paperwork on four different occasions with one document asking for consent to jurisdiction. Seems like an odd request for an inheritance, of course, unless EJ mismanaged two accounts. I just received my fifth set of documents in the mail a few days ago.

It's now been over two months since my father's passing and the completion of the first set of documents. We are still waiting for the first disbursement of any of the funds. Pros: Nice guy. Not a lot of talent in selecting funds to make you money. Pros: Knowledgeable, competent. Advisory Solutions' advertised return range has been much less than advertised although respectable.

Nothing was said about index funds and I had to find out about them rather late and by trial and error. They seem to be best for me. Pros: Bigger cheaters. Cons: loot money. Hi, It is a big cheater company and they will do loot your money behind you. Pros: Nothing. Cons: Wasted my time and cheated tons of my hard earned money. Hi, Please don't invest in Edward Jones and never trust them. Now Every day there are showing loss of huge amount, when I asked them about the breakdown of the loss then they told me that they can't disclose it.

Pros: Local Rep. Cons: Edward Jones practices, Guided Solutions. I have Soon will be moved and a Guided Solutions account, haven't really like the way Edward Jones urges you to invest a certain way, or else you get out of alignment. After being on and off hold for over 30 minutes they told me I couldn't, they couldn't do the trade.

The reason was a couple of weeks ago I asked to get out of my Guided Solutions account and since I'm not out of that account yet, don't know why it takes so long, they wouldn't let me make the trade. My money, my account and I can't trade. The whole Guided Solutions things is kind of a ripoff anyway, they charge a high amount of money so supposedly you can trade more and not pay a commission. Might as well move everything to Charles Schwab, what I have moved had done remarkabley better than anything I left at Edward Jones.

I recently had my meeting with my Edward Jones representative in Halifax NS and was very disappointed with his demeanor towards the amount of money I was willing to invest, referring to it as a 'small' amount. Saving that amount of money in a growing economy today is not easy and his reaction was very degrading to how much effort I put in. I will never be dealing with Edward Jones again. Inherited account from death in the family.

FA talked with us but explained only a small part of how their investments work. Worked with them to sell and buy a few stocks. These fees are never shown in your portfolio and are always hidden, no itemization of them at all. You can't tell what they actually charged you without having to do a whole lot of math. We closed the account being charged a whole lot of money in fees just to do that as well. Major rip off. Pros: Congenial advisor with great customer service.

Cons: Holy cow - the commissions! I inherited an account from my grandma that was with Edward Jones. Her advisor was very friendly and responsive and even gave me his cell phone number so I could call him directly on the weekends - great guy!

I needed to sell the stocks and move them to another account, so I asked him to liquidate everything. He told me there would be trading fees and commissions, and I approved that since I needed to move the money. Thirty years ago, having a financial advisor that gave you stock advice may have been a good deal for my grandma, but now that we can look up the performance of any stock online and trade commission free at other brokerages, I wouldn't recommend the Edward Jones model.

Pros: Looks for ways for me to make money and tells me when he made a mistake in my investments. Cons: None. I had 10 grand in cash at home and asked my EJ if he could put it to work for me instead of me taking it to my bank where the 10 grand would make nothing. He said he had a fund that paid me 4 percent or a little over and if I needed some cash he would send it to my bank the next day.

I now get about bucks a month and the fund has grown to 65 thousand. Not bad. Pros: There's a branch office in every strip mall. Cons: Someone has to pay for all those branches mostly the customer. I think that If you have a good F. There are reasons why institutional investors don't use E.

They are too expensive. Their robo-advisor is not a bad product, but, because of all of the fees associated with it, I got much better returns from my Fidelity Go account. Fidelity has more explicit statements, and it's easy to obtain the information that I had been asking my E. Market returns are all detailed on my Fidelity statements, so, in a down market like what we've had in the last two months, it's easy to see where my money is going.

In fact, one advisor simply issued the hour notice that if I didn't find another F. You do not want E. They will use the fact that they are capable of selling your assets to intimidate you into buying products. As also dislike it if you don't return their phone calls to buy products.

If you have a sizeable sum of money, they will hound you, sometimes calling you several times a day. Feeling intimidated by the fact that they could apparently sell my assets without warning, I returned their phone calls. One of my brokers told me I was incapable of managing my money when I wouldn't buy an annuity from him. The brokers at E. Unfortunately, I haven't found a good solution to how to manage a large sum of money--now significantly reduced by terrible investments.

Pros: Easy to work with; full service broker. Cons: Too expensive; your F. I have written several negative reviews of E. However, after dealing with other firms, I'm not sure that E. The problem is that your F. Oil and gas pipelines. My money, invested in index funds, would have tripled in that time. After working with my fifth E. I moved it "in kind.

I was very concerned about going the self-managed route, but, for now, it appears to be a workable solution. The stock market has been mostly down since my move to Fidelity, but my investments have hardly been affected. Had I been with E. I'm surprised that the SEC allows this company to get away with apparent fraud. They try to sell you products that will make them money; that's how I got put into oil and gas pipelines that melted down. I'm thinking of hiring a lawyer to try and recover some of the money.

As far as finding a great advisor who is honest, smart, and is willing to act in a fiduciary role I have no advice to offer at this point. I have studied the problem for the past three years. I interviewed more than 30 fee-based, fee-only, and commissioned advisors, only to feel more confused than ever.

I got referrals from friends, through neighbors, and through my business connections. I always left the meetings with the advisors feeling as if I was being conned. It's extremely discouraging. I even thought about turning everything over to my TSP manager, who was doing well with a much smaller amount of money. So, for now, I am managing my money on my own, which I would not advise the average person to do.

Fidelity is a great company for do it yourself investors. They have all of the resources, but, in the end, you are on your own. So far, the investments I had at E. Pros: Very honest worked well with my portfolio. Cons: Didn't always return phone calls and emails. I have been working with them since and have had great returns. Everyone should work with edward jones!!!! Pros: none what so ever. Cons: clueless. They try to have lots of letters behind their name but that means nothing.