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John Skinner

39 Years of Experience
Blue Springs, MO
1 DisclosureBroker

John Skinner is a registered investment advisor at Edward Jones, based in Blue Springs, MO, with 39 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

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.

Annual Retainer:Up to $3,600/year
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Location

1600 N E Coronado Drive, Blue Springs, MO, 64014

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2005
Denied
Employment History
Current Registrations
Edward Jones
February 1999 - Present · 27 yrs 3 mos
Edward JonesBroker
January 1997 - Present · 29 yrs 4 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
January 1994 - January 1997 · 3 yrs
Banc One Securities CorporationBroker
March 1993 - December 1993 · 9 mos
Edward D. Jones & CO., L.P.Broker
February 1987 - March 1993 · 6 yrs 1 mo
State Registrations20 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.