EJ
EJ

Eric Nyle Jones

44 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
185 clients
Average Client Portfolio
$602K average
Assets Under Management
$111.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Carter, Terry & Company, INC.
February 2014 - Present · 12 yrs
Carter, Terry & Company, INC.Broker
February 2014 - Present · 12 yrs
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - February 2014 · 4 yrs 4 mos
Ameriprise Financial Services, INC.Broker
October 2009 - February 2014 · 4 yrs 4 mos
Ameriprise Advisor Services, INC.
August 2005 - October 2009 · 4 yrs 2 mos
Ameriprise Advisor Services, INC.Broker
August 2005 - October 2009 · 4 yrs 2 mos
Morgan Stanley
December 2002 - August 2005 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 1983 - August 2005 · 22 yrs 2 mos
First Jersey Securities, INC.Broker
December 1981 - June 1983 · 1 yr 6 mos
State Registrations4 states
FLGAILNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Nyle Jones - Financial Advisor | TrueAdvisor