John Hurlbut is a registered investment advisor at Edward Jones, based in Flower Mound, TX, with 37 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
4315 Windsor Centre Trail, Suite 700, Flower Mound, TX, 75028
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
John is a finance committee member for Christian Community Action in Lewisville, TX since 1999, attending monthly meetings. He also owns and operates Case Creek Ranch, dedicating minimal time to pasture maintenance, feeding, and monitoring livestock.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
Fidelity Brokerage Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations31 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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