DC
DC

Deanna Cardenas

29 Years of Experience
Grove City, OH
1 DisclosureBroker

Deanna Cardenas is a registered investment advisor at Edward Jones, based in Grove City, OH, with 29 years of industry experience. Deanna 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
24078 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

3399 Mcdowell Road, Grove City, OH, 43123

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History

Regulatory History (1)
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Customer Dispute
September 2001
Denied
Other Business Activities

Deanna owns rental property in Columbus, OH since 2019. She spends minimal time maintaining the property.

Employment History
Current Registrations
Edward Jones
January 2007 - Present · 19 yrs 9 mos
Edward JonesBroker
December 1996 - Present · 29 yrs 10 mos
State Registrations26 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.
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