Lynn Tramontano is a CFP-designated registered investment advisor at Edward Jones, based in Columbus, OH, with 19 years of industry experience. Lynn 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
1500 W Third Avenue Suite 100, Columbus, OH, 43212
Get directionsHistory
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
Lynn is a 50% owner/partner in 1776 Patriot Properties, LLC, a real estate investment company, and is involved in decisions to buy/sell properties. Lynn spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
First American National Securities, INC.Broker
State Registrations16 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
More Advisors
- Jacquelyn Murphy, CFPEdward Jones
- Joe Pinzone, CFPEdward Jones
- Erica Gardner, CFPEdward Jones
- Jeffrey Danziger, CFPEdward Jones
- Patrick Henry, CFPEdward Jones
- Bradley Roach, ChFCNationwide Investment Advisors, LLC