Joshua Kubiak is a registered investment advisor at Edward Jones, based in Genoa, IL, with 20 years of industry experience. Joshua 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
599 Pearson Dr Suite 2, Genoa, IL, 60135
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2009Other Business Activities
Joshua owns rental real estate property in South Elgin, IL since 2012 and spends minimal time maintaining it. He also serves as President of the City of Genoa Police Pension Board, a volunteer position requiring minimal time to discuss pension fund allocations and vote on changes.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Chase Investment Services CORP.Broker
State Registrations16 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.