Timothy Shuff is a CFP-designated registered investment advisor at Edward Jones, based in Plant City, FL, with 33 years of industry experience. Timothy 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
201 N Dort St Suite A, Plant City, FL, 33563
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business Activities
Timothy is a partner in Lady Jane Properties, a commercial rental property in Plant City, FL, since 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Horace Mann Investors INCBroker
State Registrations16 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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