TrueAdvisor
TrueAdvisor
JK
JK

Joshua Kantor

Edward Jones
25 Years of Experience
Grand Rapids, MI
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Joshua Kantor is a registered investment advisor at Edward Jones, based in Grand Rapids, MI, with 25 years of industry experience. Joshua 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Grand Rapids, MI

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 1992
Final Disposition
Criminal
September 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
February 2023 - Present · 3 yrs 8 mos
Edward Jones
February 2023 - Present · 3 yrs 8 mos
Edward JonesBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
T. Rowe Price Associates, INC.
July 2021 - February 2023 · 1 yr 7 mos
T. Rowe Price Investment Services, INC.Broker
July 2021 - February 2023 · 1 yr 7 mos
Invesco Advisers, INC.
September 2014 - June 2021 · 6 yrs 9 mos
Invesco Distributors, INC.Broker
September 2014 - June 2021 · 6 yrs 9 mos
Lord, Abbett & CO. LLC
May 2009 - September 2014 · 5 yrs 4 mos
Lord Abbett Distributor LLCBroker
October 2007 - September 2014 · 6 yrs 11 mos
Aig Sunamerica Capital Services, INC.Broker
October 2005 - September 2007 · 1 yr 11 mos
Planco Financial Services, INC.Broker
January 2003 - October 2005 · 2 yrs 9 mos
Hartford Equity Sales Company INC.Broker
July 2001 - January 2003 · 1 yr 6 mos
State Registrations24 states
AZCACOCTFLGAILINKSKYMAMDMINHNJNYOHRISCTNTXVAVTWA
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.
More Advisors
More financial advisors in Grand Rapids, MI →All financial advisors in Michigan →