Teresa Mathies is a registered investment advisor at Edward Jones, based in Bedford, IN, with 14 years of industry experience. Teresa 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
637 X Street, Bedford, IN, 47421
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2020Customer Dispute
June 2016Other Business Activities
Teresa is a co-owner of S M Jones Electric, Inc, an electrical contractor, since 2003. She spends minimal time per week on weekly payroll and bookkeeping for the construction business.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward JonesBroker
State Registrations21 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
More Advisors
- Raven WoodwardEdward Jones
- Brent Maudlin, ChFCState Farm Investment Management CORP.