Reviews of Edward Jones - Financial Advisor: Joshua Holt Sr, AAMS® (Financial Consultant)

Tim Duggan

Joshua handled my funds responsibly and with proffesionalism. If I had any questions or concerns he was always very quick to address them.

Kendall James-Ferguson

Josh has been our financial advisor for several years now and had helped us with our investments without fail. He always goes the extra mile and helps to answers our questions as well as offering sound financial advice in a variety of facets.

Mr. Blaisdell

See image attached. I was guided by a former broker at this establishment with starting a small contribution to a Roth IRA in hopes to have a supplemental retirement, and increase contributions over time. The market averaged 9.88% return in the time I was "investing". What was sold to me had so many fees/costs that I actually LOST money. I would have been far better off if I left it in my bank. It was not clear, or verbally disclosed, about the numerous fees that I was paying, that ate ALL of my returns. Salt in the wound: I had to pay ANOTHER fee just to get out of this terrible fee-laden Roth. Acting as my fiduciary? I think not.