Teodor Jakovich is a registered investment advisor at Edward Jones, based in Copley, OH, with 15 years of industry experience. Teodor 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
405 Rothrock Rd Suite 102, Copley, OH, 44321
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business Activities
Teodor owns Adriatic Holdings, a real estate holding LLC for an Edward Jones branch, since October 2024. He spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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
More Advisors
- Alexandria Tucker, CFPDomain Money Advisors, LLC
- David Massare, CFPSignal Tree Financial Partners LLC
- Elizabeth Scheiderer, CFPSignal Tree Financial Partners LLC
- Daniel Johnson, CFPForward Thinking Wealth Management
- Mark Peterson, CFPLPL Financial LLC
- Matthew Kimberly, CFPPlanmember Securities Corporation