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CFP
AE
CFP

Amy Edwards

Edward Jones
24 Years of Experience
Kingsport, TN
Broker
View SEC Summary
View SEC Summary

Amy Edwards is a CFP-designated registered investment advisor at Edward Jones, based in Kingsport, TN, with 24 years of industry experience. Amy 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

444 Clinchfield St Suite 301, Kingsport, TN, 37660

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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

Amy operates BOT Investments as a DBA for her LPL business since 2020. She also operates Wealth Management A Division of Bank of Tennessee as a DBA for her LPL business, dedicating full-time hours to these activities.

Employment History
Current Registrations
Edward JonesBroker
July 2025 - Present · 1 yr 3 mos
Edward Jones
July 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLC
July 2020 - July 2025 · 5 yrs
LPL Financial LLCBroker
July 2020 - July 2025 · 5 yrs
Ssn Advisory, INC.
August 2018 - July 2020 · 1 yr 11 mos
Securities Service Network, LLCBroker
August 2018 - July 2020 · 1 yr 11 mos
Ssn Advisory, INC.
June 2016 - August 2018 · 2 yrs 2 mos
Securities Service Network, LLCBroker
June 2016 - August 2018 · 2 yrs 2 mos
LPL Financial LLCBroker
January 2015 - June 2016 · 1 yr 5 mos
LPL Financial LLC
January 2015 - June 2016 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - January 2015 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - January 2015 · 1 yr 4 mos
Gaam Wealth Advisors, INC.
January 2008 - September 2013 · 5 yrs 8 mos
LPL Financial LLC
July 2007 - October 2013 · 6 yrs 3 mos
LPL Financial LLCBroker
July 2007 - October 2013 · 6 yrs 3 mos
Cuso Financial Services, L.P.
October 2002 - June 2007 · 4 yrs 8 mos
Cuso Financial Services, L.P.Broker
October 2001 - June 2007 · 5 yrs 8 mos
State Registrations9 states
AZCACOFLNCPASCTNVA
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.
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