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Debra Groff

Edward Jones
30 Years of Experience
St. Louis, MO
1 DisclosureBroker
View SEC Summary
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Debra Groff is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 30 years of industry experience. Debra 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

12555 Manchester Road, St. Louis, MO, 63131

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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.
Financial
May 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Debra works as a caregiver for On Angels Wings, a home healthcare service, providing full supervision and caregiving. This takes about a quarter of her time, including a few hours per week during trading hours.

Employment History
Current Registrations
Edward Jones
April 2022 - Present · 4 yrs 6 mos
Edward Jones
March 2017 - Present · 9 yrs 7 mos
Edward JonesBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2008 - March 2017 · 8 yrs 11 mos
Peacock, Hislop, Staley & Given, INC.Broker
March 1996 - October 2007 · 11 yrs 7 mos
State Registrations50 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.
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