John Bennish is a registered investment advisor at Edward Jones, based in Ocean Pines, MD, with 33 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
11200 Racetrack Road, Suite A102 the Pavilions, Ocean Pines, MD, 21811
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2003Customer Dispute
September 2001Customer Dispute
May 2001Customer Dispute
March 2001Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.