Jonathan Nance is a CFP-designated registered investment advisor at Edward Jones, based in Frisco, TX, with 15 years of industry experience. Jonathan 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
5300 Town and Country Blvd, Suite 100, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Jonathan is a manager of JB and Mary Glaspie Farm, LLC, a property/ranching business, and treasurer of Beaver Creek Escape, LLC, a cattle operation. He spends minimal time on each of these activities, primarily for upkeep of family land and cattle raising.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
State Registrations25 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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