Jacquelyn Schmidt
Jacquelyn Schmidt is a CFP-designated registered investment advisor at Edward Jones, based in Glen Carbon, IL, with 18 years of industry experience. Jacquelyn 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
108 Magnolia Drive Suite C, Glen Carbon, IL, 62034
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Customer Dispute
July 2014Other Business Activities
Jacquelyn is a board member and vice chairman for the Madison County Mass Transit District (MCT) since 2018. She dedicates minimal time to this activity, meeting monthly for oversight.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations18 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
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