CJ
CFP
CJ
CFP

Clifford Joyner

18 Years of Experience
Nashville, NC
Broker

Clifford Joyner is a CFP-designated registered investment advisor at Edward Jones, based in Nashville, NC, with 18 years of industry experience. Clifford 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
—
Loading...

Location

207 W Washington Street, Nashville, NC, 27856

Get directions

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.

Learn about disclosures →
Other Business Activities

Clifford is a partner in Joyner Brothers Investments LLP and Fort Street Rentals LLC, both real estate businesses, and a part owner of Joyner Investments Inc, another rental property. He also used to be the President of Joyner's Supermarket, but the business has been sold.

Employment History
Current Registrations
Edward Jones
January 2008 - Present · 18 yrs 9 mos
Edward JonesBroker
December 2007 - Present · 18 yrs 10 mos
State Registrations21 states
ALDCFLGAINKYMAMDMOMSNCNDNJNYOHPASCTNTXVAWA
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.