Jack Buchanan
Jack Buchanan is a registered investment advisor at Edward Jones, based in Kings Mountain, NC, with 19 years of industry experience. Jack 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
203 South Battleground Ave, Kings Mountain, NC, 28086
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Jack serves as a supply minister at local churches, speaking when a minister is away or the church is between pastors. This work requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
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.