Rochelle Brown is a CFP-designated registered investment advisor at Edward Jones, based in Bowie, MD, with 23 years of industry experience. Rochelle 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
4201 Northview Drive Suite 223, Bowie, MD, 20716
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Rochelle is a co-owner of Abundant Life Resources LLC, a ministry/charity, and dedicates minimal time to setting up seminars, teaching, counseling, writing, and selling faith-based books. She also serves as Treasurer/Finance Chair for the Salvation Army and a Financial Team Member for The Shepherd's House Int'l Christian Church, dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations27 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
More Advisors
- Kendall Pace, CFPEdward Jones
- Loren Glaser, CFPWesbanco Securities, INC.
- Ernest Burley, CFP, ChFCLPL Financial LLC
- Dennis Oparaugo, CFPCharles Schwab & CO., INC.
- Brian Maclean, CFPCommonwealth Financial Network
- William Gaines, CFPWidmann Financial Services