TrueAdvisor
TrueAdvisor
SA
SA

Steven Ackman

Edward Jones
11 Years of Experience
River Ridge, LA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Steven Ackman is a registered investment advisor at Edward Jones, based in River Ridge, LA, with 11 years of industry experience. Steven 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

9401B Jefferson Hwy, River Ridge, LA, 70123

Get directions

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.
Criminal
March 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven reviews items on Amazon as part of the Amazon Vine program since February 2024, dedicating minimal time to this activity. He receives free items and reviews them within 60 days.

Employment History
Current Registrations
Edward Jones
June 2015 - Present · 11 yrs 4 mos
Edward JonesBroker
May 2015 - Present · 11 yrs 5 mos
State Registrations23 states
ALARAZCACOFLGAILKSKYLAMOMSNCNJNYOHOKORPARITXWV
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.
More Advisors
More financial advisors in River Ridge, LA →All financial advisors in Louisiana →