JM
JM

Jonathon Minton

28 Years of Experience
Ft Branch, IN
1 DisclosureBroker

Jonathon Minton is a registered investment advisor at Edward Jones, based in Ft Branch, IN, with 28 years of industry experience. Jonathon 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

100 S Hull Street, Ft Branch, IN, 47648

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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
May 2009
Denied
Other Business Activities

Jonathon is a joint owner of Windy Meadow Farms, a cattle farm in Lynnville, Indiana, since 2017. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Edward Jones
September 2007 - Present · 19 yrs 1 mo
Edward JonesBroker
July 1998 - Present · 28 yrs 3 mos
State Registrations30 states
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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.
Jonathon Minton - Financial Advisor | TrueAdvisor