BB
CFP
BB
CFP

Brandon Blackford

14 Years of Experience
Bluffton, OH
Broker

Brandon Blackford is a CFP-designated registered investment advisor at Edward Jones, based in Bluffton, OH, with 14 years of industry experience. Brandon 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

107 South Main Street, Bluffton, OH, 45817

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon is an advisory board member for the Jetter School of Business at Mount Vernon Nazarene University since 2014. This activity requires minimal time and helps guide the school's curriculum for its Financial Services Major.

Employment History
Current Registrations
Edward Jones
February 2012 - Present · 14 yrs 8 mos
Edward Jones
October 2011 - Present · 15 yrs
Edward JonesBroker
October 2011 - Present · 15 yrs
State Registrations19 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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