Absolutely Inept and Incapable
This has to be the most incapable, inept group of financial advisors and funds management people. Their absolute inability to communicate in a timely manner, provide advisors and staff that know how to process requests, and ultimately manage anyone's funds astounds me. What started as a simple Traditional IRA rollover to this company, because it's the new funds management company that our employer chose, has been ongoing for over 2 months. The initial request was submitted at the end of January. They finally scheduled a meeting with the originating financial group, where both myself, and the representative from Edward Jones, waited for over 15 minutes while they were "working" on the request. When I finally said, "What are we waiting on?", the response was "Oh.. I thought you guys were doing something". She was completely unaware of a LOI or LOA for transfer of funds, completely dumbfounded when THE EDWARD JONES ADMINISTRATOR had to EXPLAIN TO HER HOW TO DO HER JOB, and then proceeded to never follow up. They finally got me over the forms, where I signed and returned within 30 minutes, and it's been stale since. I had to reach back out again, and ask them what the status was, and they COULDN'T EVEN RETRIEVE A DOCUMENT THAT WAS UPLOADED TO THEIR PORTAL UNDER THE SAME REQUEST! I have no other words for this company, other than I trust my children managing my futures and funds, more than I trust this group of people; and they're still in grade school.