IY
IY

Ilya Yusufov

8 Years of Experience
Hillsboro, OR
1 DisclosureBroker

Ilya Yusufov is a registered investment advisor at Edward Jones, based in Hillsboro, OR, with 8 years of industry experience. Ilya 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

Hillsboro, OR

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History

Regulatory History (1)
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Judgment / Lien
May 2019
Other Business Activities

Ilya works as a test site engineer for ExamSoft in Delray Beach, FL since 2016. This activity requires minimal time commitment.

Employment History
Current Registrations
Edward Jones
January 2023 - Present · 3 yrs 9 mos
Edward Jones
January 2023 - Present · 3 yrs 9 mos
Edward JonesBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2022 - July 2022 · 4 mos
Charles Schwab & CO., INC.Broker
January 2022 - July 2022 · 6 mos
TD Ameritrade Investment Management, LLC
February 2020 - July 2022 · 2 yrs 5 mos
TD Ameritrade, INC.
January 2020 - July 2022 · 2 yrs 6 mos
TD Ameritrade, INC.Broker
January 2020 - July 2022 · 2 yrs 6 mos
North Capital Private Securities CorporationBroker
March 2019 - December 2019 · 9 mos
Scottrade Investment Management
March 2017 - March 2018 · 1 yr
Scottrade, INC.Broker
March 2017 - March 2018 · 1 yr
Edward Jones
September 2016 - February 2017 · 5 mos
Edward JonesBroker
July 2016 - February 2017 · 7 mos
State Registrations11 states
AZCAFLGAILMINYORTNTXWA
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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