Kerri Spielman is a registered investment advisor at Edward Jones, based in Clay Center, KS, with 10 years of industry experience. Kerri 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
701 4th Street, Clay Center, KS, 67432
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Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Kerri is a board member of the Clay Center Housing Authority since 2017, and owns rental property through JSE4, LLC since 2021. Both activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations30 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.