Gilbert Jimenez is a registered investment advisor at Edward Jones, based in Gilbert, AZ, with 19 years of industry experience. Gilbert 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
1528 E Williams Field Rd, Suite 105, Gilbert, AZ, 85295
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Regulatory History (1)
Customer Dispute
April 2002Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Vanguard Marketing CorporationBroker
PFS Investments INC.Broker
State Registrations42 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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