Edward Jones

There are Recent Customer Complaints with Broker Michael Coldwell in Firm Edward Jones

October 23, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Michael Coldwell (Coldwell), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Coldwell 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 $75,000.00 on December 27, 2022.

Client alleges she did not authorize FA to purchase CDs in her account, nor did she approve fees associated with the purchases.

Broker James Morman in Edward Jones Firm Has Customer Complaint

October 21, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker James Morman (Morman), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Morman 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 $8,717.77 on January 12, 2023.

The client alleges the financial advisor failed to follow instructions and made unauthorized mutual fund trades.

Broker Aileen Low in Edward Jones Firm Has Customer Complaint

October 21, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Aileen Low (Low), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Low 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 $33,358.43 on January 11, 2023.

Trustee alleges that the FA did not advise her that investing funds in Advisory Solutions accounts could result in losing value. Additionally, the client alleges that there was too much risk exposure in the accounts for the investment time horizon and that the FA did not act in her (or the beneficiaries) best interest.

Broker Christopher Meyer in Edward Jones Firm Has Customer Complaint

October 21, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Christopher Meyer (Meyer), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Meyer 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 January 09, 2023.

The clients allege that the Financial Advisor failed to follow instructions to liquidate the client’s ETF positions on the date requested, resulting in the loss of $80,000 in realized gains meant to offset a previous realized loss. The dates when the activities took place leading to the allegation are December 12, 2022, thru December 21, 2022.

Broker Alyssa Thornton in Edward Jones Firm Has Customer Complaint

October 19, 2025 | by Staff Attorney

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

FINRA BrokerCheck shows a settled customer complaint on January 24, 2023.

The client alleges the financial advisor opened an incorrect account type for an IRA inherited from her husband and that the financial advisor did not discuss tax consequences for taking an early distribution.

There are Recent Customer Complaints with Broker Peter Arnold in Firm Edward Jones

October 19, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Peter Arnold (Arnold), previously associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Arnold 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 $5,222.48 on January 24, 2023.

The client alleges an unauthorized withdrawal was made from his Prudential Premier Retirement Annuity on 9/28/2021 which resulted in his monthly income payment being reduced. Additionally, client alleges his payment option was changed from monthly to annually without his authorization.

There are Recent Customer Complaints with Broker Chad Metzger in Firm Edward Jones

October 19, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Chad Metzger (Metzger), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Metzger 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 $420,000.00 on April 18, 2023.

Plaintiff alleges registered representative and his assistant failed to transfer funds from Plaintiff’s now deceased husband’s account to a bank savings account jointly titled in the name of the Plaintiff and her now deceased husband.

Broker Robert Lybbert in Edward Jones Firm Has Customer Complaint

October 12, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Robert Lybbert (Lybbert), currently associated with Edward Jones, has at least 4 disclosable events. These events include 4 customer complaints, alleging that Lybbert 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 $2,000,000.00 on August 08, 2025.

Breach of Fiduciary duty, Negligence, negligent misrepresentation and omissions, breach of contract, violation of the Washington State Securities Act RCW 21.20.010, Violation of the WA Consumer Protection Act RCW 19.86 et seq.

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

October 10, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Reuben Brown (Brown), previously 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 pending customer complaint with a damage request of $304,164.00 on August 20, 2025.

Claimant alleges in December of 2021, the registered representative approached the Claimant with an opportunity to invest in a “risk free” and “tax free” promissory note of which she agreed to purchase $260,000.00 funded from her Edward Jones accounts. Claimant alleges the registered representative promised a multiple return on the investment in a short period of time with relaying very little specifics. Claimant alleges the investment later proved to be a total fraud and complete loss. Claimant also alleges a tax liability of $44,164. 00.

Broker Michele Pearson Tucker in Edward Jones Firm Has Customer Complaint

October 7, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Michele Pearson Tucker (Pearson Tucker), currently associated with Edward Jones, has at least one disclosable event. These events include one customer complaint, alleging that Pearson Tucker 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 $10,000.00 on September 16, 2025.

The client alleges unauthorized liquidations resulting in capital gain taxes.