The firm ranked No. Menu & Reservations Make Reservations . Team Leader salaries at Edward Jones can range from $60,767 - $118,124. ComplaintsBoard.com is an independent complaint resolution platform that has been successfully voicing consumer concerns since 2004. Homegrown or transplants, our associates find a lot to love in this Midwest town with a cosmopolitan vibe. Bump.. We are doing work that matters - connecting customers with businesses around the world and help them resolve issues and … Edward Jones has been part of St. Louis since 1922. It is now possible for you to allow your financial advisor to set up instructions on your Edward Jones account that allow for the transfer of funds directly from your Edward Jones account to that of another financial institution. Replies (0) Options Top. Not my financial advisor Set as my financial advisor. re: What are the steps of leaving Edward Jones and moving to Vanguard? Box 2500 Attention: Customer Account Transfer Maryland Heights, MO 63043 P.O. Edward Jones' account transfer out fee to another brokerage company is $95 for both taxable and non-taxable (IRA) accounts. Edward Jones is a brokerage firm that provides investment advice to individuals. I realize this is not a great deal of money but it is all I have and it is important to me. Edward Jones St. Louis Headquarters - South Campus 12555 Manchester Rd St. Louis MO 63131. Edward Jones strategically slows down IRA transfers! Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones & Co., LP, a Missouri limited partnership. I am 66 and looking to retire. The only reason to liquidate one place or the other would be because you would want to sell at the place with the lowest trading fees. Why you're writing: Begin the letter by stating the reason you're writing.Be specific: If you have a set timeline for when you want or need to make a job transfer, include that information. Dylan Anderson . Find a Financial Advisor. P.O. ... ACAT Department: (201) 413-4687 Non-ACAT Department: (201) 413-4571/4591 Mutual Fund Department: (888) 367-2563 (Option 4) SEND TO: Pershing LLC One Pershing Plaza Jersey City, New Jersey 07399 TAX IDENTIFICATION NUMBER: 13-2741729 SPECIAL INSTRUCTIONS LISTED BELOW: CHECKS:3 Send qualified plan … PhiTiger1764 LSU Fan Lurker since Aug 2003 Member since Oct 2009 12243 posts. Edward Jones Mastercard ® is not responsible for the content of, or products and services provided by , nor does it guarantee the system availability or accuracy of information contained in the site.This Web site is not controlled by Edward Jones Mastercard ®. Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones & Co., LP, a Missouri limited partnership. Click here to view this item from https://www.stltoday.com. Reviews (314) 515-2000 Website. Dylan Anderson Department Leader at Edward Jones Greater Phoenix Area. Monday-Friday 9:00am-5:00pm Central The funds can not be transferred to your name since such a transfer would be considered a distribution for by IRS since they are currently held in a trust account for you. How does one specifically withdraw from and investment firm like Edward Jones, close the account, and re-allocate my investments to another brokerage firm while minimizing the taxes/fees associated with such a transition? If I were to manage my funds by myself, what services/sites do you recommend I u Find a Financial Advisor Enter a city and state, or zip code. 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