What hidden problems should I look out for before moving my rollover IRA over to an Edward Jones advisor this week?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What hidden problems should I look out for before moving my rollover IRA over to an Edward Jones advisor this week?
3 real searches · 1 real-search pass
Edward Jones advisory fees wrap program brochure Form ADV 2026 IRA fees commissions conflicts of interestGoogle ↗
OBSERVED
Edward Jones Form CRS fiduciary brokerage advisory relationship IRA rollover fees officialGoogle ↗
OBSERVED
IRS IRA trustee to trustee transfer rollover 60 day rule officialGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 3 queries…
Searches and sources
ChatGPT3 real searches · gpt-6
Edward Jones advisory fees wrap program brochure Form ADV 2026 IRA fees commissions conflicts of interest Google ↗
Edward Jones Form CRS fiduciary brokerage advisory relationship IRA rollover fees official Google ↗
IRS IRA trustee to trustee transfer rollover 60 day rule official Google ↗
- Investment advisory disclosures · edwardjones.com
- Best interest and relationship summary disclosures · edwardjones.com
- Relationship Summary · investor.gov
- Rollovers of retirement plan and IRA distributions · irs.gov
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- FINRA BrokerCheck · brokercheck.finra.org
- SEC Investment Adviser Public Disclosure · adviserinfo.sec.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Edward Jones advisory fees wrap program brochure Form ADV 2026 IRA fees commissions conflicts of interest OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Edward Jones Form CRS fiduciary brokerage advisory relationship IRA rollover fees official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS IRA trustee to trustee transfer rollover 60 day rule official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |