BankingTech FinTech

[Discussion] Can I switch financial advisors or financial institutions.

August 16, 2020 at 06:12PM

I currently have an account at Edward Jones and I don’t like my financial advisor. If I were to switch to a different advisor at Edward Jones could I do this without any repercussions?

Also, what if I were to switch firms? Then what would happen?

submitted by /u/PrestigiousSympathy3
[link] [comments] via Savings, Checkings, CDs, oh my!

Leave a Reply