I had a relatively small amount of money with them. They sold so much that at tax time financiakl gains amount wasalmost 1/3 of my whole account. My tax cost was in the thousands, first time ever and evennow after I finsihed with them I find I not only lost my ability to get a tax rebate because of what they did but my income is so low and fixed went to state for help with prescriptions and they told me no when they saw the finnancial gains which they added to my income, initially almost half of the allowed amount and when they added the "gains" from jones it was over the allowed amount by almost 40 thousand dollars. I feel they essentially stole from me. they knew I was not in a position to tolerate the shenanigans they did with my money My opinion is they are a terrible firm and dont do what they promised which was to be a good steward for my money