Scott Posner is a CFP-designated registered investment advisor at Edward Jones, based in St James, NY, with 36 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
542 North Country Rd Suite A, St James, NY, 11780
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2013Customer Dispute
August 2002Other Business Activities
Scott is the President and Chairman of the Board for the St. James Chamber of Commerce, facilitating meetings and running chamber activities. He also owns DRJ Property LLC, a rental property business, but has no responsibilities and dedicates minimal time to it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Princor Financial Services CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Dean Witter Reynolds INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations28 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.