Jeffrey Rudolph is a CFP-designated registered investment advisor at Edward Jones, based in Coralville, IA, with 24 years of industry experience. Jeffrey 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
1100 Kennedy Parkway Suite 101, Coralville, IA, 52241
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Jeffrey is involved in several outside business activities. These include sales/marketing through Spokeadot LLC, serving as President of the Iowa City Noon Lions Club, and working as an usher at the University of Iowa's Hancher Auditorium.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 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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