Joseph Onge is a ChFC-designated registered investment advisor at Edward Jones, based in Siesta Key, FL, with 30 years of industry experience. Joseph 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
5011 Ocean Blvd Ste 205, Siesta Key, FL, 34242
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Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Joseph is the Girls Varsity Soccer Coach at Riverview High School in Sarasota, FL since 2021. He dedicates a few hours per week to evening practices and overseeing games during the season.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations22 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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