John Zahner is a registered investment advisor at Edward Jones, based in South Windsor, CT, with 27 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
263 Oakland Road, South Windsor, CT, 06074
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
John owns rental property in South Windsor, CT since 2014 and spends minimal time maintaining it. He also owns a share in Ellington Ridge Country Club since 1997, requiring minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations36 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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