Question posted by configman on July 28th, 2015
Can Not Sell My Accounts Advisory Solutions
I just talked to my Financial Advisor at Edward Jones and he said he can not change my account to get out of the Advisory Solutions. If I can not change my account, who can do this for me ? Chad Fertil told me I can not change my account because he told me I needed to get a Power of Attorney and that person is my wife. So, because Chad Fertil told me I need a Power of Attorney filed, I can not do any transactions to MY account by myself. Chad Fertil who is representing Edward Jones is stopping me from performing any transactions to my account. Edward Jones needs to resolve this ASAP otherwise I will transfer all my money out of Edward Jones over to Fidelity. I want a New Advisor, one that will do what I am requesting.
Current Answers
Answer #1: Posted by BusterDoogen on July 28th, 2015 8:51 AM
It sounds strange to me also, I suggest you contact EJ CS@ 1 (800) 441-2357 Edward Jones Investments, Customer service & ask for a manager for assistance in resolving this issue.
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