Jeffrey Jones is a CFP-designated registered investment advisor at Edward Jones, based in Brunswick, GA, with 36 years of industry experience. Jeffrey 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
1430 Newcastle St, Brunswick, GA, 31520
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Regulatory History (1)
Customer Dispute
July 1996Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Suntrust Securities, INC.Broker
Laughlin Group Advisors, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations19 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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