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CFP
JA
CFP

Jeanne Ashburn

Edward Jones
17 Years of Experience
Willmar, MN
Broker
View SEC Summary
View SEC Summary

Jeanne Ashburn is a CFP-designated registered investment advisor at Edward Jones, based in Willmar, MN, with 17 years of industry experience. Jeanne 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
—
View Full SEC Brochure

Location

2630 S 1st St Suite 102, Willmar, MN, 56201-4251

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeanne is a VP and co-owner of JMA Property Group, LLC, involved in rental property and real estate activities in multiple locations. She spends minimal time on bookkeeping, property maintenance, and repairs.

Employment History
Current Registrations
Edward Jones
August 2014 - Present · 12 yrs 2 mos
Edward JonesBroker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Ing Financial Partners, INC
March 2012 - August 2014 · 2 yrs 5 mos
Ing Financial Partners, INC.Broker
February 2012 - August 2014 · 2 yrs 6 mos
Edward Jones
March 2009 - February 2012 · 2 yrs 11 mos
Edward JonesBroker
February 2009 - February 2012 · 3 yrs
State Registrations18 states
AZCAFLGAIAILINMAMEMNMONCOHSDTNTXWAWI
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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