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Alexander Arvizu

Edward Jones
16 Years of Experience
Tarpon Springs, FL
1 DisclosureBroker
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Alexander Arvizu is a registered investment advisor at Edward Jones, based in Tarpon Springs, FL, with 16 years of industry experience. Alexander 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.

Edward Jones
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

22 N Safford Ave, Tarpon Springs, FL, 34689

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History

Regulatory History (1)
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Financial
October 2021
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
June 2021 - Present · 5 yrs 4 mos
Edward JonesBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2016 - July 2021 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - July 2021 · 4 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - August 2016 · 3 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2016 · 3 yrs 10 mos
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
December 2011 - October 2012 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - August 2011 · 1 mo
Hornor, Townsend & Kent, INC.Broker
December 2008 - January 2010 · 1 yr 1 mo
Edward JonesBroker
January 2007 - March 2007 · 2 mos
State Registrations11 states
ALFLGAIAMAMOMSNCPASCVA
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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