Edward Jones - Financial Advisor: Tony Leone

Write a Review804-323-1198

OPEN NOW - Closes at 5:00pm

What a travesty. Very helpful when they feel they are going to get more funds but I have been trying to rollover funds for six months now to avoid any additional losses and the $40 annual fee. I was initially told I had to come to the office and fill out forms, then I was told that the bank had to send forms. I get a response today that and I quote, "your Traditional IRA account is now handled out of St. Louis by Dave Herber (BOA is Karmann)." I called them today and they are faxing me the forms that should have been sent over from day one.

Now they tell me it's $135 service fee and annual fee from the few dollars I have left. I am so glad that I did not invest any more of my funds left. Out of $1000 I'll get about $400. SHADY!