Jake Szulinski is a CFP-designated registered investment advisor at Edward Jones, based in Wayne, PA, with 16 years of industry experience. Jake 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
656 E Swedesford Rd, Suite 250, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Jake is involved with Alley Creek Advisors, LLC and Valley Creek Advisors, LLC, spending all of his time providing investment advice. He also serves as President of Picket Post STC, dedicating minimal time to following bylaws, running board meetings, and signing checks.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations12 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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