RJ
RJ

Rodger Jackson

17 Years of Experience
Arlington, TX
1 DisclosureBroker

Rodger Jackson is a registered investment advisor at Edward Jones, based in Arlington, TX, with 17 years of industry experience. Rodger 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
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

3906 I-20 Frontage Rd Ste 300, Arlington, TX, 76017

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History

Regulatory History (1)
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Judgment / Lien
June 2026
Employment History
Current Registrations
Edward Jones
April 2018 - Present · 8 yrs 6 mos
Edward Jones
February 2018 - Present · 8 yrs 8 mos
Edward JonesBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
October 2009 - February 2018 · 8 yrs 4 mos
Edward Jones
November 2008 - April 2009 · 5 mos
Edward JonesBroker
October 2008 - April 2009 · 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 2007 - December 2007 · 2 mos
State Registrations8 states
CAFLGAILNYOHSCTX
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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