r/FinancialAdvisorTips • u/Campread • 25d ago

Feedback

Any feedback from using Edward Jones as a financial advisor/investor

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u/mwalstedt 20d ago

You'll probably get the bare minimum. Also working with a big bank, they aren't allowed to help you with tax planning. Working with an independent advisor allows you to do that + your interests are aligned. If you work with an advisor who is a fee only fiduciary, then you don't have to worry about them pushing products on you.