Joseph Headlee is a registered investment advisor at Edward Jones, based in Washington, PA, with 25 years of industry experience. Joseph 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
2112 N Franklin Dr Ste 1, Washington, PA, 15301
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2015Customer Dispute
February 2005Other Business Activities
Joseph owns two rental properties in Waynesburg, PA since 1992 and 1993, respectively. He spends minimal time maintaining these properties.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward Jones
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
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