Asa Jewett is a registered investment advisor at Edward Jones, based in Portsmouth, OH, with 23 years of industry experience. Asa 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
507 Chillicothe Street, Portsmouth, OH, 45662
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Regulatory History (1)
Customer Dispute
March 2019Other Business Activities
Asa is a board member for the Southern Ohio Museum, owner of Melan Properties LLC (rental), board president for Washington Nile Local School District, owner of 1922 Partnership (real estate), and owner of REMA LLC (investment property). All these activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
UBS Painewebber INC.Broker
State Registrations40 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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