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Dion Thomidis

Edward Jones
12 Years of Experience
Kingsport, TN
1 DisclosureBroker
View SEC Summary
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Dion Thomidis is a registered investment advisor at Edward Jones, based in Kingsport, TN, with 12 years of industry experience. Dion 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
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
—
View Full SEC Brochure

Location

444 Clinchfield St Suite 301, Kingsport, TN, 37660

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History

Regulatory History (1)
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Financial
May 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward JonesBroker
July 2023 - Present · 3 yrs 3 mos
Edward Jones
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - August 2022 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2019 - August 2022 · 2 yrs 9 mos
Bb&t Securities, LLCBroker
January 2018 - November 2019 · 1 yr 10 mos
Bb&t Securities, LLC
January 2018 - November 2019 · 1 yr 10 mos
Bb&t Investment Services, INC.
September 2014 - January 2018 · 3 yrs 4 mos
Bb&t Investment Services, INC.Broker
September 2014 - January 2018 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - September 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - September 2014 · 1 yr 5 mos
State Registrations9 states
FLGAMDNCOHORTNVAVT
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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