Edward Jones - Financial Advisor: Brian C Jansen, AAMS®

Reviews

• JW

  Jerry Watkins

  Jul 20, 2025
  1.0
  Dealing with Edward Jones and this office was a nightmare. I was told settling a Trust would take a couple of weeks and it took several months. I firmly believe it was done on purpose so they could hold on to the funds longer. When I questioned what was going on and why, I was constantly told "it is the home office holding things up" or "we can't do anything, the home office has to do that". Apparently, this office has no authority to operate its business effectively. Internal and external communication was terrible. Due to a lack of internal communication, taxes were not taken out as directed. I ended up having to hire a CPA and am now paying quarterly taxes due to their mishap. There was no proactive communication during this nightmare. I consistently was forced to reach out to them to find out what was going on with my account. At one point I was told I could direct my brother’s account, then weeks later I was told we needed to sign a form (which would have been easily done). This was after they had already made changes to his account based on my conversation! Bottom line, they put the Trust and my account at risk by delaying what should have been a straightforward and timely process. Since I already had a financial advisor, they purposely delayed the necessary transactions. They couldn't care any less about me as a customer or the many years my parents paid them to manage their money.
• BM

  brendan mcgettigan

  Jan 24, 2019
  5.0
  Brian is a great financial Adviser. Highly recommend

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