John Golemo is a CFP-designated registered investment advisor at Edward Jones, based in Marietta, GA, with 13 years of industry experience. John 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
3475 Dallas Hwy Building 100, Suite 112, Marietta, GA, 30064-0000
Get directionsHistory
Regulatory History (1)
Financial
April 2018Other Business Activities
John is a voluntary board member of the Cobb EMC Foundation, deciding which charities to donate to. The board meets once per month, requiring minimal time.
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
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