Jacqueline Garol is a CFP-designated registered investment advisor at Edward Jones, based in Reno, NV, with 16 years of industry experience. Jacqueline 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
3590 W Plumb Lane Suite B, Reno, NV, 89509
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Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Jacqueline is a member of Bruce Wayne Enterprises, LLC, H3 Properties LLC, and High Mesa Partners LLC, all real estate related. She is also part owner/managing member of Tahoe Properties LLC (vacation rental) and manager of Richard Grayson LLC (real estate holding). These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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
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