Louis Iozzi is a registered investment advisor at Edward Jones, based in Chester, NJ, with 41 years of industry experience. Louis 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
245 Main St Suite 301, Chester, NJ, 07930
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Louis is a partner in an alpaca farm in Newton, NJ, since 2011. He dedicates minimal time to maintaining the property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Pruco Securities CorporationBroker
Prudential Securities IncorporatedBroker
Gibraltar Securities CO.Broker
Fn Investment CenterBroker
Mfi Investments CORP.Broker
First Hanover Securities, INC.Broker
Fairmount Capital CorporationBroker
Gibraltar Securities CO.Broker
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.
Exams
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