Cody Young is a registered investment advisor at Edward Jones, based in Carmel, IN, with 14 years of industry experience. Cody 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
14747 Oak Rd Ste 200, Carmel, IN, 46033
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Regulatory History (1)
Customer Dispute
July 2018Other Business Activities
Cody is an assistant baseball coach for Westfield Community Schools since 2018, dedicating a few hours per week. The practices are in the evening and games occur over two months.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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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