Edward Jones - Financial Advisor: Jolene T Nauman, CEPA®|AAMS®|CRPC™

Reviews

• JR

  James Reinish

  Jun 23, 2022
  5.0
  I've had four or five Edward Jones financial advisors and she's by far the best one I've encountered Jim
• AW

  Andrina Winsford

  Sep 13, 2013
  2.0
  Although likable, her vocal tone can be annoying, and she is nosey. At the end of the day, she is a crafty, truth stretching manipulator, like the others with whom I've dealt at EJ. All EJ "advisors" have a fast and friendly manner in order to reel in clients. They are good actors, and, figuratively, the devil is a charming man. If the "advisor" doesn't like a client, or can't manipulate that client into buying the investment du jour, or knows that client is leaving EJ, he or she will legally misdirect that client into losing money since he or she knows that person isn't malleable, and one never knows if one is liked by the "advisor" until its too late. Its a bet that if a client doesn't do it the EJ way, EJ will refuse to help the client preserve assets, or misdirect the client into losing money. This will cause the client to leave EJ quicker, which is exactly what EJ wants since that client is one who won't make the "advisor" or EJ any money. If that client complains about how much has been lost, the "advisor" blames the client. Be warned, I've had years of experience with these people. They lull the naive into a sense of confidence. These ilk are a slick sales bunch who only have their own interests in mind. Maybe different "advisors" discriminate and treat some better than others based on personal prejudice. From my experience, Edward Jones is the McDonald's of investing, and Miss Nauman is one of many robots.

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