JP
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Justin Paeper

30 Years of Experience
St. Louis, MO
Broker

Justin Paeper is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 30 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

12555 Manchester Road, St. Louis, MO, 63131

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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
December 2016 - Present · 9 yrs 5 mos
Edward Jones
December 2016 - Present · 9 yrs 5 mos
Edward JonesBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2016 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - August 2016 · 1 yr 8 mos
Raymond James & Associates, INC.Broker
April 2007 - October 2014 · 7 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
February 2002 - April 2007 · 5 yrs 2 mos
U.S. Bancorp Piper Jaffray INC.Broker
January 1997 - March 2002 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
June 1996 - January 1997 · 7 mos
Charles Schwab & CO., INC.Broker
February 1995 - June 1996 · 1 yr 4 mos
Painewebber IncorporatedBroker
January 1995 - May 1995 · 4 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1994 - January 1995 · 2 mos
State Registrations52 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.
Justin Paeper - Financial Advisor | TrueAdvisor