John Leary is a CFP-designated registered investment advisor at Edward Jones, based in Barrington, RI, with 30 years of industry experience. John 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
310 Maple Avenue Suite A, Barrington, RI, 02806
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
John is the Chair of the Board of Management for the Bayside YMCA, where he chairs board meetings and represents the local branch on the board of Greater Providence YMCA. The filing does not specify how much time this activity requires.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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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