JH
JH

Joseph Hampton

16 Years of Experience
Fort Wayne, IN
2 DisclosuresBroker

Joseph Hampton is a registered investment advisor at Edward Jones, based in Fort Wayne, IN, with 16 years of industry experience. Joseph 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

810 S Calhoun Street, Suite 300 South, Fort Wayne, IN, 46802

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History

Regulatory History (2)
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Financial
August 2026
Pending
Financial
June 2026
Pending
Employment History
Current Registrations
Edward Jones
July 2025 - Present · 1 yr 3 mos
Edward JonesBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.
January 2025 - May 2025 · 4 mos
Osaic Wealth, INC.Broker
January 2025 - May 2025 · 4 mos
Osaic Fs, INC.Broker
October 2013 - November 2024 · 11 yrs 1 mo
Osaic Fa, INC.
June 2011 - January 2025 · 13 yrs 7 mos
Osaic Fa, INC.Broker
June 2010 - January 2025 · 14 yrs 7 mos
State Registrations23 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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