JM
CFP
JM
CFP

Justin Madsen

16 Years of Experience
Pella, IA
Broker

Justin Madsen is a CFP-designated registered investment advisor at Edward Jones, based in Pella, IA, with 16 years of industry experience. Justin 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
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Location

414 Oskaloosa St, Pella, IA, 50219

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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.

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Other Business Activities

Justin is involved in several real estate and investment-related ventures, including real estate holdings, storage facilities, apartment syndications, equipment rental, bitcoin mining, and a clothing company. He dedicates minimal time to these activities, primarily as an investor or with limited responsibilities.

Employment History
Current Registrations
Edward Jones
October 2010 - Present · 16 yrs
Edward JonesBroker
September 2010 - Present · 16 yrs 1 mo
State Registrations38 states
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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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