TrueAdvisor
TrueAdvisor
AB
AB

Amy Berry

Edward Jones
16 Years of Experience
St. Louis, MO
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Amy Berry is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 16 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

12555 Manchester Road, St. Louis, MO, 63131

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.
Financial
June 2017
Final
Financial
June 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
June 2012 - Present · 14 yrs 4 mos
Edward JonesBroker
June 2012 - Present · 14 yrs 4 mos
Edward Jones
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Waddell & Reed, INC.
March 2010 - May 2010 · 2 mos
Waddell & Reed, INC.Broker
March 2010 - May 2010 · 2 mos
State Farm Vp Management CORP.Broker
November 2008 - February 2010 · 1 yr 3 mos
Lawing Financial Associates, INC.
August 2008 - September 2008 · 1 mo
The O.N. Equity Sales CompanyBroker
August 2008 - September 2008 · 1 mo
On Investment Management CO
August 2008 - August 2008 · 0 mos
Edward Jones
October 2006 - January 2007 · 3 mos
Edward JonesBroker
September 2006 - January 2007 · 4 mos
State Registrations1 state
MO
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 St. Louis, MO →All financial advisors in Missouri →