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Aleksandr Kuzmin

Edward Jones
13 Years of Experience
New Port Richey, FL
1 DisclosureBroker
View SEC Summary
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Aleksandr Kuzmin is a registered investment advisor at Edward Jones, based in New Port Richey, FL, with 13 years of industry experience. Aleksandr 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 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
—
View Full SEC Brochure

Location

6141 Grand Blvd, New Port Richey, FL, 34652

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
July 2024 - Present · 2 yrs 3 mos
Edward JonesBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - July 2024 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - July 2024 · 9 yrs 1 mo
Sagepoint Financial, INC.Broker
April 2014 - September 2014 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - February 2014 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - February 2014 · 1 yr 2 mos
State Registrations27 states
AZCACOCTFLGAILINKSMAMEMINCNENHNJNMNYOHPASCTNUTVAVTWAWV
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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