Steven Junis is a CFP-designated registered investment advisor at Edward Jones, based in Columbia, SC, with 43 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
6911 N Trenholm Road Suite 8, Columbia, SC, 29206
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2021Customer Dispute
July 2002Other Business Activities
Steven is the owner of Junis Properties LLC, a commercial rental real estate business in Columbia, SC, since 2022. He works with a property manager and dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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