Robert Jones is a registered investment advisor at Edward Jones, based in Russellville, AL, with 24 years of industry experience. Robert 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
128 North Jackson Avenue, Russellville, AL, 35653
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
August 2014Other Business Activities
Robert owns a woodland property in Red Bay, AL, which he leases for hunting since 2022. He spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations18 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.