Maksim Ivanchuk is a registered investment advisor at Edward Jones, based in San Diego, CA, with 5 years of industry experience. Maksim 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
9815 Carroll Canyon Rd #106, San Diego, CA, 92131-1123
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Regulatory History (1)
Financial
September 2023Other Business Activities
Maksim owns AutoMaks, a used car sales business in San Diego, since 2025. He dedicates a few hours per week to buying and selling used cars.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations27 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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