Joshua Symons is a CFP-designated registered investment advisor at Edward Jones, based in Phoenix, AZ, with 8 years of industry experience. Joshua 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
15425 S 40th Place, Suite 2, Phoenix, AZ, 85044
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
Joshua is an owner of North Rock Group LLC, a real estate/rental holding company, since 2020. He has no responsibilities and dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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
- Michael Smith, CFPEdward Jones
- Julia HearnEdward Jones
- Terrance Woodfield, CFP, ChFCEdward Jones
- James Pelt, CFPEdward Jones
- Tracy Milanese, CFPEdward Jones
- Jammie Fort, CFPEdward Jones