John Riley is a CFP-designated registered investment advisor at Edward Jones, based in Middleton, WI, with 28 years of industry experience. John 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
7427 Elmwood Ave, Middleton, WI, 53562
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2006Criminal
August 1986Other Business Activities
John is the Vice President of the Wisconsin United Athletic Club since 2015, but spends no time on this role. He also owns a 1/4 interest in a VRBO rental property in Big Sky, MT since 2023.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations30 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
- Alyssa ChanceEdward Jones
- Brennan Blecker, CFP, ChFCSavant Wealth Management
- Shannon Wegner, CFPWegner Asset Management, LLC
- Alex Brost, CFPStrategic Advisers LLC
- Lucy Cuff, CFPJacobson & Schmitt Advisors, LLC
- John Friar, CFPPark Capital Management, LLC