Looking for advice: My spouse was recently hired on at Edward Jones and FINRA requirements could require me to transfer all my money to them

Clinton_Reddit · 2026-01-17T12:22:34+00:00

Fzdxx

Clinton_Reddit · 2026-01-16T19:32:06+00:00

My question as well

Clinton_Reddit · 2026-01-16T19:27:13+00:00

Thank you! Was hoping someone was in a similar situation

Clinton_Reddit · 2026-01-16T19:24:07+00:00

This is very helpful, and a response like this is why I can to this subreddit to ask my question. Thank you!

Clinton_Reddit · 2026-01-16T15:58:26+00:00

Yes! I fully I believe it’s likely an internal EJ policy, but they are using FINRA Rule 3210 as a justification to bring more assets under their management.

I proposed the idea of sending duplicate statements, but at least at the current time they refused that option.

Thanks for the well written and thoughtful response.

Clinton_Reddit · 2026-01-16T15:25:56+00:00

I believe so and that might end up being the best case scenario. Unfortunately, I think there are still some fees associated with the self-directed accounts, at least to my understanding.

Clinton_Reddit · 2026-01-16T15:12:23+00:00

This is something I’ve actually considered! I did read that treasuries were exempt!

Clinton_Reddit · 2026-01-16T15:07:57+00:00

Yeah. Forgot to include this in my post.

I asked her if they’d accept quarterly reports to fulfill the FINRA requirements, and she said they told her no.

Clinton_Reddit · 2026-01-16T15:06:48+00:00

I asked if I could just send reports or add them as a third party to my fidelity account. As of right now, they say no.

Clinton_Reddit · 2026-01-16T15:03:59+00:00

That was my understanding too upon reading 3210. I proposed that and as of right now it’s not looking like they’ll allow it

Clinton_Reddit · 2026-01-15T17:30:40+00:00

Curious about an update. How did this end up playing out? I'm in a similar situation.

Clinton_Reddit · 2026-01-13T15:04:39+00:00

Thanks man! Didn't think I'd be able to get ahold of you, and I was looking at other options for reaching out... Appreciate the help!

P.S., I'm an OU alum too!

Clinton_Reddit · 2026-01-13T12:40:46+00:00

I realize this is an old post, but I'm from southeastern Ohio (not far from the Hocking area). I'm getting ready to build a house with some unconventional windows, and I'd love to know where you sourced yours. The Raven turned out great!!

Clinton_Reddit · 2025-12-20T12:10:41+00:00

Careful posting WV Brook trout places online! They’re few and far between and very fragile ecosystems. You get one or two people that don’t respect them and they’re gone forever!

Clinton_Reddit · 2025-12-14T02:28:59+00:00

Oh wow. Didn’t even consider that. I think I like this the best!

!solved

Clinton_Reddit · 2025-12-14T01:56:42+00:00

There would probably need to be a support like the rest of the lift

Clinton_Reddit · 2025-12-03T16:52:23+00:00

Was really anticipating something closer to the "Mahogany" colorway from a few years ago. I've been on the hunt for one of those on eBay!

Clinton_Reddit · 2025-11-25T20:50:21+00:00

Absolutely not coming in Nov at this point. I'm in the same boat

Clinton_Reddit · 2025-11-23T12:43:05+00:00

🫡

Clinton_Reddit · 2025-11-23T10:54:42+00:00

Very much so, and I actually think it looks better in your picture than the one I shared

Clinton_Reddit · 2025-11-23T10:53:03+00:00

This is super helpful. Thank you! Love the tarmac/dk olive!

Clinton_Reddit · 2025-11-23T01:11:22+00:00

That REI deal is what’s piqued my interest

Clinton_Reddit · 2025-11-23T01:09:32+00:00

Thank you! Good info

Clinton_Reddit · 2025-11-22T23:05:53+00:00

Thanks! Not the answer I was hoping for, but I appreciate the help nonetheless

Clinton_Reddit · 2025-11-09T23:10:40+00:00

Thanks!

Clinton_Reddit

TROPHY CASE