John Ubelhor is a registered investment advisor at Edward Jones, based in Boonville, IN, 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
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
907 West Main, Boonville, IN, 47601
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business Activities
John is a member of Ubelhor Tree Service LLC, Ubelhor Services LLC, and an individual owner of Ubelhor Tree Farm. He spends a few hours per week on each of these businesses, providing guidance, specialized equipment, and growing trees, respectively.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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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