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I think my Edward Jones advisor is not being honest. $30+K missing. What professional can I sit down with and share my documents with to confirm or deny this? (more in comments)
I think my Edward Jones advisor is not being honest. $30+K missing. What professional can I sit down with and share my documents with to confirm or deny this? (more in comments) I came into a family inheritance from EJ and was only offered one option... to create an individual account with EJ. My advisor transferred mutual funds from the Trust into my individual account and then converted those funds into different ones "to better reflect my personal goals." I was never told how much I would be inheriting and the first...
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