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Tiffany Eberle-Dooley

19 Years of Experience
Yreka, CA
1 DisclosureBroker

Tiffany Eberle-Dooley is a registered investment advisor at Edward Jones, based in Yreka, CA, with 19 years of industry experience. Tiffany 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

213 South Broadway, Suite A, Yreka, CA, 96097

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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
March 2011
Settled
Other Business Activities

Tiffany owns rental property since 2017 and is a co-owner of a show dog breeding business since 2022. She also owns a small farm since 2022 that includes produce, cut flowers, pumpkins, dog breeding, and egg production, dedicating about 10-20% of her time to it.

Employment History
Current Registrations
Edward Jones
July 2008 - Present · 18 yrs 3 mos
Edward JonesBroker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
July 2007 - July 2008 · 1 yr
UBS Financial Services INC.Broker
July 2007 - July 2008 · 1 yr
Wells Fargo Investments, LLC
February 2007 - May 2007 · 3 mos
Wells Fargo Investments, LLCBroker
January 2007 - May 2007 · 4 mos
State Registrations26 states
AKAZCACODCFLGAIDILKSMIMOMTNCNENVNYOHORPATNTXUTVAWAWY
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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