Richard Jones
Richard Jones is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Chesterton, IN, with 53 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B 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 | 2.50% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.
Fee Estimator
Location
751 E Porter Ave, Suite 6, Chesterton, IN, 46304
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Regulatory
August 1981Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Dupont Walston, IncorporatedBroker
Dupont Glore Forgan INCBroker
State Registrations10 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
More Advisors
- Clifford BryanBenjamin F. Edwards & Company, Incorporated
- Ilija MatoskiBenjamin F. Edwards & Company, Incorporated
- Christopher Frain, CFP
- Devon Mulligan, CFPEdward Jones
- Wendy Loehr, CFPCaptrust
- Eric Isakson, ChFCEdward Jones