Cody Cervellera is a CFP-designated registered investment advisor at Edward Jones, based in Winter Garden, FL, with 10 years of industry experience. Cody 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
13848 Tilden Rd Suite 160, Winter Garden, FL, 34787-5326
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Cody owns an eBay store in Clermont, FL, since 2011, selling items on eBay. This activity requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations16 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
More Advisors
- William Winslow, CFPEdward Jones
- Anoop Nath, CFAEdward Jones
- George EmersonEdward Jones
- Paul Jones, CFPTruist Advisory Services, INC.
- Shannon Till, ChFCState Farm Investment Management CORP.
- Richard Sampson, CFPMadison Avenue Securities, LLC