Andrew Sheridan is a CFP-designated registered investment advisor at Edward Jones, based in Exton, PA, with 22 years of industry experience. Andrew 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
422 Exton Commons, Exton, PA, 19341
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2017Other Business Activities
Andrew is an assistant at Suzy's Custom Creations, organizing gift basket business, dedicating a few hours per week. He is also the sole member of AJJ Enterprises LLC, a real estate business, and spends minimal time maintaining a commercial office building.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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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