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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
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.