John Jilek is a CFP-designated registered investment advisor at Edward Jones, based in Annapolis, MD, with 26 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
125 West St Suite 101, Annapolis, MD, 21401-2844
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a contract trainer for the National Institute of Transition Planning Inc, conducting retirement training classes for government employees, dedicating a few hours per week. He also owns Bay Unit Rental Properties, LLC, a commercial property holding company, but spends minimal time on this.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 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
- Robert Reedy, CFPEdward Jones
- Alexander JuradoEdward Jones
- Brendan O'rourke, CFP
- Robert Johnson, CFA, CFPCharles Schwab & CO., INC.
- Robert Clark, CFPClark Company
- Kristin Long, CFPMorgan Stanley