Edward Jones

Broker Thomas Krueger in Edward Jones Firm Has Customer Complaint

December 4, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Thomas Krueger (Krueger), previously associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Krueger recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on March 17, 2022.

Client alleges financial advisor failed to explain the potential tax consequences associated with a mutual fund exchange.

Broker Melinda Hannah in Edward Jones Firm Has Customer Complaint

December 3, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Melinda Hannah (Hannah), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Hannah recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $80,000.00 on March 22, 2022.

Client alleges he lost money after the financial advisor recommended moving funds from cash to bonds as a safe investment.

There are Recent Customer Complaints with Broker James Brown in Firm Edward Jones

December 3, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker James Brown (Brown), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Brown recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $12,185.00 on March 21, 2022.

The client alleges they were told they could roll the Inherited IRA distribution back within 60 days.

There are Recent Customer Complaints with Broker Brent Glogau in Firm Edward Jones

December 1, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Brent Glogau (Glogau), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Glogau recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $40,000.00 on April 02, 2022.

The client alleges the financial advisor invested his account in the market without the client’s authorization.

Broker Patrick Cross in Edward Jones Firm Has Customer Complaint

November 29, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Patrick Cross (Cross), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Cross recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $8,993.00 on April 14, 2022.

The client alleges the financial advisor placed unauthorized trades resulting in capital gain taxes and the inability for the client to continue using a loss carryforward in consequent years.

Broker Steven Farr in Edward Jones Firm Has Customer Complaint

November 28, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Steven Farr (Farr), previously associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Farr recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on April 28, 2022.

The client alleges that he instructed the financial advisor to invest his funds on March 12, 2020 and they were not invested until May 29, 2020.

There are Recent Customer Complaints with Broker Marty Haskins in Firm Edward Jones

November 27, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Marty Haskins (Haskins), previously associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Haskins recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on May 03, 2022.

The client alleges she deposited a total of $246,099.00 to fit her current investment portfolio directing her financial advisor to invest as such. Client further alleges those funds sat in cash and had not been invested creating missed opportunity.

Broker Justin Phelps in Edward Jones Firm Has Customer Complaint

November 27, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Justin Phelps (Phelps), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Phelps recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on April 29, 2022.

The trustees of the deceased client allege they were not informed of the capital gains generated from the liquidation of the Advisory account and the tax consequences that resulted.

Broker Paul Burton in Edward Jones Firm Has Customer Complaint

November 26, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Paul Burton (Burton), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Burton recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on May 09, 2022.

The client alleges that the financial advisor did not invest their funds in a portfolio aligned with their risk tolerance.

Broker Jeremy Bouwman in Edward Jones Firm Has Customer Complaint

November 26, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jeremy Bouwman (Bouwman), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Bouwman recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $72,160.62 on May 13, 2022.

The client alleges the financial advisor’s advice to take funds from a home loan to invest in the market was not suitable.