JY
ChFC
JY
ChFC

Joseph Yeado

12 Years of Experience
Delano, MN
Broker

Joseph Yeado is a ChFC-designated registered investment advisor at Edward Jones, based in Delano, MN, with 12 years of industry experience. Joseph 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

133 N 2nd St, Delano, MN, 55328

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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
July 2018 - Present · 8 yrs 3 mos
Edward JonesBroker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - August 2018 · 1 mo
Strategic Advisers LLC
February 2016 - July 2018 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
August 2014 - July 2018 · 3 yrs 11 mos
First Investors CorporationBroker
April 2014 - April 2014 · 0 mos
State Registrations17 states
ARAZDCFLHIIAMDMIMNMOMTNDNYORTXWAWI
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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