Jared Colao is a CFP-designated registered investment advisor at Edward Jones, based in Trinity, FL, with 10 years of industry experience. Jared 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
10720 State Road 54, Trinity, FL, 34655
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Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
Jared is a co-landlord of rental property in Riverview, FL since 2020 and a co-owner of Thomas Julian Properties, LLC since 2021. He spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations24 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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