Jonathan King is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Calvert City, KY, with 22 years of industry experience. Jonathan 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
1219 5th Ave Se, Calvert City, KY, 42029
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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
Jonathan owns commercial rental property in Calvert City, KY since 2013 and is a member of King Properties & Rentals, LLC since 2006. He is also a sole member of JDK Properties, LLC since 2023 and a board member of the Kentucky Financial Institutions Board since 2021, attending one meeting per year.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations16 states
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