Jeffrey Weeast is a registered investment advisor at Edward Jones, based in Garden City, KS, with 19 years of industry experience. Jeffrey 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
2501 N Campus Dr Suite 600, Garden City, KS, 67846
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Jeffrey owns rental properties since 2016 and is a partner in DJZZ LLC, a snow cone and coffee shop, since 2018. He dedicates minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 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
More Advisors
- Bradley Kolowski, CFPEdward Jones
- Grant Elpers, CFPWells Fargo Advisors