Dean Landsman is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in St Petersburg, FL, with 29 years of industry experience. Dean 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
450 Carillon Pkwy Suite 120, St Petersburg, FL, 33716
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Dean is the president of Cannonfire Properties, LLC, a real estate company, dedicating minimal time. He also works as a part-time musician, spending a few hours per week playing at local clubs.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Previous Registrations
Wittner Securities, INC.Broker
The Leaders Group, INC.Broker
State Registrations37 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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