JM
ChFC
JM
ChFC

John Maddux

40 Years of Experience
Hewitt, TX
Broker

John Maddux is a ChFC-designated registered investment advisor at Edward Jones, based in Hewitt, TX, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

400 Sapphire, Hewitt, TX, 76643

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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.

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Other Business Activities

John owns commercial rental property in Hewitt, TX since 2010 and maintains the property. This activity requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 3 mos
Edward JonesBroker
August 1998 - Present · 27 yrs 9 mos
Previous Registrations
Omega Securities, INC.Broker
January 1997 - September 1998 · 1 yr 8 mos
New England SecuritiesBroker
August 1995 - December 1997 · 2 yrs 4 mos
Metlife Securities INC.Broker
August 1994 - August 1995 · 1 yr
Metropolitan Life Insurance CompanyBroker
August 1994 - August 1995 · 1 yr
New England SecuritiesBroker
November 1988 - July 1994 · 5 yrs 8 mos
Anchor National Financial Services, INC.Broker
April 1985 - October 1988 · 3 yrs 6 mos
State Registrations19 states
AKALAZCOFLILKSKYLAMEMTNCNYOHOKTXUTVAWI
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.