Jennifer Whitehead
Jennifer Whitehead is a registered investment advisor at Edward Jones, based in Port Arthur, TX, with 13 years of industry experience. Jennifer 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
7980 Anchor Dr, 100B, Port Arthur, TX, 77642
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Regulatory History (1)
Customer Dispute
February 2018Other Business Activities
Jennifer serves as a board member for the Samaritan Counseling Center of Southeast Texas, dedicating minimal time to the role. She attends quarterly meetings to discuss fundraising and community engagement.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
State Registrations19 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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- Trenton ScottEdward Jones