CB
CFP · ChFC
CB
CFP · ChFC

Christopher Brooker

14 Years of Experience
Tampa, FL
Broker

Christopher Brooker is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Tampa, FL, with 14 years of industry experience. Christopher 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

4830 W Kennedy Blvd Ste 650, Tampa, FL, 33609

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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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Employment History
Current Registrations
Edward Jones
June 2015 - Present · 11 yrs 4 mos
Edward JonesBroker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
July 2012 - February 2015 · 2 yrs 7 mos
State Registrations19 states
AZCACOFLGAINMAMDNCNENJNVNYOHOKORPATNWY
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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