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Timothy Hanson

Edward Jones
37 Years of Experience
Santa Rosa, CA
1 DisclosureBroker
View SEC Summary
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Timothy Hanson is a registered investment advisor at Edward Jones, based in Santa Rosa, CA, with 37 years of industry experience. Timothy 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

600 Mc Donald Avenue Suite 100, Santa Rosa, CA, 95404

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2016
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 8 mos
Edward JonesBroker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Ifmg Securities, INC.
December 2003 - February 2007 · 3 yrs 2 mos
Ifmg Securities, INC.Broker
September 2001 - February 2007 · 5 yrs 5 mos
Jefferson Pilot Securities CorporationBroker
May 2000 - September 2001 · 1 yr 4 mos
Allied Group Merchant Banking CorporationBroker
July 1992 - December 1995 · 3 yrs 5 mos
Allied Group Securities CorporationBroker
June 1989 - December 1990 · 1 yr 6 mos
Nylife Securities INC.Broker
October 1983 - June 1989 · 5 yrs 8 mos
State Registrations23 states
AZCACOCTFLHIIAIDINKYMAMTNCNJNMNVNYORSCTNTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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