JM
ChFC
JM
ChFC

John Maddux

41 Years of Experience
Hewitt, TX
Broker

John Maddux is a ChFC-designated registered investment advisor at Edward Jones, based in Hewitt, TX, with 41 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 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
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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 8 mos
Edward JonesBroker
August 1998 - Present · 28 yrs 2 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 Registrations20 states
AKALAZCOFLILKSKYLAMEMTNCNYOHOKPRTXUTVAWI
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.