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Daniette Williams-Cerda

Edward Jones
13 Years of Experience
Yorkville, IL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Daniette Williams-Cerda is a registered investment advisor at Edward Jones, based in Yorkville, IL, with 13 years of industry experience. Daniette 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.

Edward Jones
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
—
View Full SEC Brochure

Location

803 N Bridge St Suite A, Yorkville, IL, 60560-2155

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2018
Final
Criminal
February 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniette is a sales representative for Zyia Active, an online activewear company, since 2021. She dedicates minimal time to this activity and signed up to receive a discount.

Employment History
Current Registrations
Edward Jones
April 2022 - Present · 4 yrs 6 mos
Edward JonesBroker
October 2021 - Present · 5 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2018 - November 2021 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2014 - December 2014 · 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2013 · 10 mos
Chase Investment Services CORP.Broker
April 2008 - October 2012 · 4 yrs 6 mos
State Registrations29 states
ALAZCACOCTFLHIIAILINKYLAMIMNMOMSNCNENMNVNYOHPASCTNTXVAWAWI
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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