Richard Jacobs is a registered investment advisor at Edward Jones, based in Morrisville, VT, with 15 years of industry experience. Richard 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
31 Lower Main St Suite 2, Morrisville, VT, 05661-1639
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Regulatory History (1)
Customer Dispute
April 2026Other Business Activities
Richard is the Lieutenant Governor for the Kiwanis Club of Hardwick Vermont since 2015 and a Development Chair and Board Member for the Green Mountain Council Boy Scouts of America since 2015. 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.