TrueAdvisor
TrueAdvisor
CN
CFP
CN
CFP

Crystal Neil

Edward Jones
19 Years of Experience
Shelbyville, IN
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Crystal Neil is a CFP-designated registered investment advisor at Edward Jones, based in Shelbyville, IN, with 19 years of industry experience. Crystal 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

22 Howard Street, Shelbyville, IN, 46176

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2019
Final
Financial
September 2019
Final
Financial
September 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward JonesBroker
January 2021 - Present · 5 yrs 9 mos
Edward Jones
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - February 2021 · 8 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2021 · 8 yrs 4 mos
Chase Investment Services CORP.
March 2010 - October 2012 · 2 yrs 7 mos
Chase Investment Services CORP.Broker
March 2010 - October 2012 · 2 yrs 7 mos
Edward Jones
October 2007 - March 2010 · 2 yrs 5 mos
Edward JonesBroker
August 2007 - March 2010 · 2 yrs 7 mos
State Registrations12 states
AZCAFLGAINKYMDMONCPATXWI
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.
More Advisors
More financial advisors in Shelbyville, IN →All financial advisors in Indiana →