PissedConsumer.com strives to provide consumers with the right information to make informed purchasing decisions. Our website collected and compiled various consumer reviews about LPL Financial and Edward Jones as well as customer ratings and recommendations for these brands. Each brand score is calculated based on set of relevant criteria and displays company performance over time.

LPL Financial
Edward Jones

LPL Financial and Edward Jones Overview

Total reviews
115
149
Company responses
0
0
Issues resolved
0
1

LPL Financial and Edward Jones Consumer Ratings

Rank
330 out of 1846 in Financial Services category
358 out of 1846 in Financial Services category
Customer service
184 in category
284 in category
Reliability
222 in category
243 in category
Product or Service Quality
265 in category
246 in category
Diversity of Products or Services
227 in category
263 in category

LPL Financial and Edward Jones Rating Details

Customer service
1.4 (43 reviews)
1.1 (45 reviews)
Reviewer's quote

...trust, I wrote a sharply worded, but professional, letter and sent it to LPL Financial's San Diego headquarters, using a printed #10 envelope, addressed to Customer Service. That was in early May. I have had no response to...

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...Then, after hours on the phone with customer service, she put it back. Then, she deducted the $2,000 again, ostensibly to pay down my margin loan. Then she was told to put that money back into my money market...

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Reliability
1.2 (36 reviews)
1 (24 reviews)
Reviewer's quote

A friend of a friend recommended them after losing my job and needing a place to put my 401K. I set up an interview to find out more about this company. I was told "We only make money if you make money" and that they charged a fee when I was making money. LIE, THEY TOOK MONEY FROM ME EVEN WHEN I...

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your agent in Boise ID Train Mayer 208 887 86422 weeks ago I dropped off $10K in 2 checks to be deposited into 2 m Funds in my daughters act. I told the lady at the desk if there were any questions to call me. Well he didn't. He called my daughter instead. He told her he could only invest in 1...

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Product or Service Quality
1.1 (35 reviews)
1.2 (46 reviews)
Reviewer's quote

...They rant and raves how good their service was to us the advisor. I found out in 25 days of the official acquisition that this was not the case. I was hit for some licensing fees and when I called the licensing department they told me that I didn’t need the licenses yet paid them anyway...

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In the 16-years, my advisor went from a typical salesperson office to becoming a certified financial planner offering supposedly more sophisticated services. After this meeting, I received a letter indicating he was removing himself as our Advisor and sending my account to another local office. I...

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Diversity of Products or Services
1.5 (32 reviews)
1.4 (42 reviews)
Reviewer's quote

...They know nothing about financial products. All they can do is push whatever pays them the highest commission. DO NOT INVEST IN LPL!..

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The EJ rep I dealt with wanted every dime that I had to invest, even talked to me about liquidating my assets to he could invest the money. Wanted names and phone numbers of my other family members so he could pitch his 'services' to them. I pulled some of my funds out and invested them elsewhere....

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LPL Financial and Edward Jones Pros and Cons

Pros
  • Initial speal on making us money
  • rep was competent
  • That they were in town
  • That an interview was confirmed
  • Replacement advisor
  • I like edward jones
Cons
  • Not cooperative
  • No customer service
  • No accountability for performance
  • Pushy attitude
  • Due to their high brokerage fees and transfer fees
  • Outrageous attitude

LPL Financial and Edward Jones Most Positive Reviews

Top rated reviews
3.3

Just got a letter from Capital Forensics who provides "consulting" for LPL and they notified me LPL had a security...

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5

I don't really know what happened. My account is still showing one account missing. As of January when I received the...

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No votes
4

Some advisors change firms frequently. Just when you are getting comfortable with one place, the advisor moves to...

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LPL Financial and Edward Jones Most Critical Reviews

Lowest rated reviews
1

I am an advisor that was formerly with LPL. I am now at a new broker dealer (Thank God). I have been trying to...

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1

Watch out for Delaney Haley in there trust company. She could care less about the people she is the trustee to. Never...

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1

Very poor service ,lack of communication.requested an overnight delivery of my funds .they sent it regular mail ..I'm
De...

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1

I only lived in apt 7mths, I never even turned oven on for cooking, worked and was was gone from apt 14 + hrs a day,...

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LPL Financial and Edward Jones Latest Reviews

Recent published reviews
1

A friend of a friend recommended them after losing my job and needing a place to put my 401K. I set up an interview to...

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No votes

Edward Jones fired my old advisor and replaced the advisor with someone who has ZERO experience. Whenever I call the...

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1

Invested with LPL Adviser was told by Adviser how a great portfolio with him would create wealth. After 16 months of $36...

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1.2

your agent in Boise ID Train Mayer 208 887 8642
2 weeks ago I dropped off $10K in 2 checks to be deposited into 2 m Funds...

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LPL Financial and Edward Jones Products and Services

Most reviewed product and services
  • Lpl Financial Account (36 reviews)
  • Lpl Financial Investment Service (17 reviews)
  • Lpl Financial Financial Advisor (11 reviews)
  • Edward Jones Account (32 reviews)
  • Edward Jones Financial Advisor (28 reviews)
  • Edward Jones Investment Service (19 reviews)