Jeffry Dinkel
Jeffry Dinkel is a CFP-designated registered investment advisor at Edward Jones, based in Colorado Springs, CO, with 28 years of industry experience. Jeffry 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
2435 Research Pkwy Suite 205, Colorado Springs, CO, 80920
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Jeffry is a Director at Large Board Member for the River Forest Tennis Club and will be the treasurer in the upcoming year. This activity is not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations24 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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