Meredith Jones
Meredith Jones is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 39 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
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Regulatory History
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 →Other Business Activities
Meredith serves as a board member for Bellefontaine Cemetery Assoc. since 2014, participating on the finance committee and dedicating about a quarter of her time. This activity is not investment-related.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Moloney Investment Advisory LLC
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.
Hancock Investment Advisors, LLC
Hancock Securities Group, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Wedgewood Partners, INC.Broker
Massachusetts Financial Services CompanyBroker
State Registrations17 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.