Jefferey Taylor is a registered investment advisor at Edward Jones, based in Fairfield, TX, with 25 years of industry experience. Jefferey 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
526 E Commerce St, Fairfield, TX, 75840
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business Activities
Jefferey is the administrative chairman for 1st United Methodist Church and a member of JT & LT Properties, LLC, a rental property business in Fairfield, TX, since 2019. He spends minimal time on the rental property, responsible for upkeep.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward JonesBroker
State Registrations22 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.