James Lemmenes is a registered investment advisor at Edward Jones, based in Elm Grove, WI, with 24 years of industry experience. James 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
13500 Watertown Plank Rd, Suite 204, Elm Grove, WI, 53122-2260
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business Activities
James is a co-owner of real estate in Estero, FL, since 2015. This activity is not investment-related.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Previous Registrations
Prudential Securities IncorporatedBroker
State Registrations21 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
- Scott LovejoyEdward Jones
- Pamela Evason, CFAWindermere Wealth Advisors, LLC
- Benjamin Johnson, CFPRaymond James Financial Services Advisors, INC
- Kurt Mueller, CFPFamily Investment Planning, LLC
- Daniel Krivos, ChFCNorthwestern Mutual Investment Services,llc
- Scott Layeux, CFPCambridge Investment Research Advisors, INC.