Edward Jones

There are Recent Customer Complaints with Broker Craig Tomasek in Firm Edward Jones

July 21, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Craig Tomasek (Tomasek), currently associated with Edward Jones, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Tomasek recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on April 02, 2020.

The client alleges that the Financial Advisor failed to move to cash in their individual account as requested but rather moved them to a bond fund and that he placed trades on 3/12 not 3/9.

Broker Nathaniel Miller in Edward Jones Firm Has Customer Complaint

July 3, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Nathaniel Miller (Miller), currently associated with Edward Jones, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Miller 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 $35,000.00 on April 17, 2020.

Claimant alleges that on or about March 19, 2020, he provided an instruction to sell only bond funds in two retirement accounts. He alleges that on March 24, the registered representative incorrectly sold all funds, including equities.

There are Recent Customer Complaints with Broker Samuel Vriezema in Firm Edward Jones

July 3, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Samuel Vriezema (Vriezema), previously associated with Edward Jones, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Vriezema 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 $6,678.45 on April 17, 2020.

The client alleges that it was an unsuitable recommendation to use custodial Roth accounts as college savings vehicles for his children.

Broker Christopher Landon in Edward Jones Firm Has Customer Complaint

July 1, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Christopher Landon (Landon), currently associated with Edward Jones, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Landon 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 $55,079.23 on August 12, 2020.

Client alleges that the Financial Advisor incorrectly informed the client that they could take money out of an inherited IRA to purchase house and then replace said funds w/in 60 days w/o tax consequence causing significant tax bill.

There are Recent Customer Complaints with Broker Gregory Erekson in Firm Edward Jones

June 26, 2026 | by Staff Attorney

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

FINRA BrokerCheck shows a pending customer complaint with a damage request of $2,400,000.00 on April 28, 2026.

Client alleges the Financial Advisor recommended and executed transactions within her accounts during 2024, including significant realized gains and Roth conversions, resulting in substantial federal and state tax liabilities. Client further alleges the Financial Advisor’s recommendation and actions were not aligned with her stated objectives or guidance from her CPA, and that the tax implications and risks were not adequately disclosed prior to execution. Additionally, client alleges certain transactions May have been executed without proper authorization and that she felt pressured by the Financial Advisor to proceed with additional financial decisions without sufficient tax-planning analysis.

Broker Andrew Owens in Edward Jones Firm Has Customer Complaint

June 26, 2026 | by Staff Attorney

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

FINRA BrokerCheck shows a pending customer complaint with a damage request of $39,000.00 on May 04, 2026.

Client alleges the FA misrepresented the taxes on the liquidation of a variable annuity and a life insurance policy.

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

June 23, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker James Hauser (Hauser), previously associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Hauser 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 $25,270.00 on April 06, 2020.

Client alleges the liquidation of her variable annuity in 2019 was not suitable.

Broker Craig Tomasek in Edward Jones Firm Has Customer Complaint

June 23, 2026 | by Staff Attorney

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

FINRA BrokerCheck shows a settled customer complaint on April 02, 2020.

The client alleges that the Financial Advisor failed to move to cash in their individual account as requested but rather moved them to a bond fund and that he placed trades on 3/12 not 3/9.

There are Recent Customer Complaints with Broker Samantha Hendricks in Firm Edward Jones

June 17, 2026 | by Staff Attorney

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

FINRA BrokerCheck shows a pending customer complaint with a damage request of $300,000.00 on May 04, 2026.

Claimant alleges the registered representative (former spouse) engaged in unauthorized trading and withdrawals, restricted account access, and the firm failed to supervise, resulting in various negative consequences.

There are Recent Customer Complaints with Broker Jarrod Bulleit in Firm Edward Jones

June 14, 2026 | by Staff Attorney

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

FINRA BrokerCheck shows a pending customer complaint with a damage request of $23,451.00 on April 22, 2026.

Attorney representing the client alleges the client took distributions from her Roth IRA which resulted in an unanticipated tax bill. Attorney alleges the FA failed to advise her of the tax implications of the withdrawals.