PC
CFP
PC
CFP

Pamela Covington

30 Years of Experience
Fort Wayne, IN
1 DisclosureBroker

Pamela Covington is a CFP-designated registered investment advisor at Edward Jones, based in Fort Wayne, IN, with 30 years of industry experience. Pamela 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
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
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Location

6525 Constitution Dr, Fort Wayne, IN, 46804

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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.
Customer Dispute
March 2002
Denied
Other Business Activities

Pamela manages Covington Properties, a short/long term rental business in Phoenix, AZ, since 2021. This activity requires minimal time.

Employment History
Current Registrations
Edward Jones
June 2010 - Present · 16 yrs 4 mos
Edward JonesBroker
May 2001 - Present · 25 yrs 5 mos
Previous Registrations
Edward JonesBroker
November 1995 - September 2000 · 4 yrs 10 mos
State Registrations18 states
AZCAFLGAILINKSKYMIMNNCOHOKORTNTXWIWV
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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