Jeremy Coleman is a registered investment advisor at Edward Jones, based in Farmington, MO, with 15 years of industry experience. Jeremy 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
665 W Karsch Blvd, Farmington, MO, 63640
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Jeremy is the owner of Coleman Real Estate LLC, a property holding company, since 2021. He spends minimal time on buying and selling real estate opportunities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations24 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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