TrueAdvisor
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SB
CFP
SB
CFP

Sherry Brenneman

Edward Jones
29 Years of Experience
Nokomis, FL
Broker
View SEC Summary
View SEC Summary

Sherry Brenneman is a CFP-designated registered investment advisor at Edward Jones, based in Nokomis, FL, with 29 years of industry experience. Sherry 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2468 Laurel Rd E, Nokomis, FL, 34275-3204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Edward Jones
January 2018 - Present · 8 yrs 9 mos
Edward JonesBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Noesis Capital Management CORP
May 2017 - September 2017 · 4 mos
Advice and Planning Services
January 2014 - July 2016 · 2 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2014 - July 2016 · 2 yrs 6 mos
Strategic Advisers, INC.
August 2011 - January 2014 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
June 2011 - January 2014 · 2 yrs 7 mos
Fifth Third Securities, INC.
July 2010 - September 2010 · 2 mos
Fifth Third Securities, INC.Broker
July 2010 - September 2010 · 2 mos
Charles Schwab & CO., INC.
May 2004 - December 2008 · 4 yrs 7 mos
Charles Schwab & CO., INC.Broker
November 1993 - December 2008 · 15 yrs 1 mo
State Registrations17 states
CODEFLILMAMEMIMNNCNYOHPASCTXVTWAWI
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.
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