SJ
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Selette Jones-Jemison

24 Years of Experience
Hebron, CT
Broker

Selette Jones-Jemison is a registered investment advisor at Edward Jones, based in Hebron, CT, with 24 years of industry experience. Selette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

10 Main St, Hebron, CT, 06248

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Selette volunteers as a coach facilitator for Leadership of Greater Harford, a community leadership development organization, but has not been active in the last three years. This activity requires minimal time commitment.

Employment History
Current Registrations
Edward Jones
October 2019 - Present · 6 yrs 9 mos
Edward JonesBroker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
MML Distributors, LLCBroker
April 2015 - April 2019 · 4 yrs
Prudential Investment Management Services LLCBroker
June 2014 - January 2015 · 7 mos
Edward Jones
March 2010 - April 2014 · 4 yrs 1 mo
Edward JonesBroker
November 2009 - April 2014 · 4 yrs 5 mos
Ing Financial Advisers, LLCBroker
February 2009 - March 2009 · 1 mo
Ing Financial Advisers, LLCBroker
August 2000 - February 2009 · 8 yrs 6 mos
State Registrations28 states
ALCACOCTDCFLGAIDILINMAMDMINCNHNJNVNYOHPARISCSDTNTXVAVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Selette Jones-Jemison - Financial Advisor | TrueAdvisor