Marc Maxmeister
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My wife's been fighting with Edward Jones for several months - goading them to carry out the instructions on her deceased mother's account but they drag their feet like it is their business model.

Turns out, lots of people have that same experience:
from #BBB they're in the corp "rent-seeking" biz
11:29 PM - Aug 15, 2023
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Randy Hassler
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Took me about 3 months to settle my late father’s account with Edward Jones. The local branch office was powerless. The corporate office didn’t like that the account name didn’t exactly match the IRS EIN name. They didn’t seem to understand that you don’t get to choose the EIN name. Finally got the
In response to Marc Maxmeister.
06:41 PM - Aug 16, 2023
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Marc Maxmeister
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In response to Randy Hassler.
I assumed this was legal "rent-seeking" before, but now I'm certain this is their only way to stay solvent when the Robin Hoods of the world perform this service at no cost to the individual investor.

Edward Jones is a dinosaur and the meteorite hath already fallen.
11:04 PM - Aug 17, 2023
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