TL
CFP
TL
CFP

Tony Layson

22 Years of Experience
Laramie, WY
1 DisclosureBroker

Tony Layson is a CFP-designated registered investment advisor at Edward Jones, based in Laramie, WY, with 22 years of industry experience. Tony 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
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
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Location

410 Lyon Street, Laramie, WY, 82072

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History

Regulatory History (1)
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.
Customer Dispute
July 2013
Denied
Other Business Activities

Tony is the manager of Snowypine LLC, formed in 2021 to hold real estate in Laramie, WY. He dedicates minimal time to this activity and does not work on it during trading hours.

Employment History
Current Registrations
Edward Jones
December 2012 - Present · 13 yrs 10 mos
Edward JonesBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Securities America, INC.Broker
December 2009 - January 2013 · 3 yrs 1 mo
Edward Jones
February 2007 - December 2009 · 2 yrs 10 mos
Edward JonesBroker
August 2004 - December 2009 · 5 yrs 4 mos
State Registrations31 states
AKAZCACOCTFLGAIAIDILINKSLAMDMIMNMOMTNCNENHNMNVOHORSDTXUTVAWVWY
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.
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