JD
ChFC
JD
ChFC

Jeremy Drexler

8 Years of Experience
North Mankato, MN
Broker

Jeremy Drexler is a ChFC-designated registered investment advisor at Edward Jones, based in North Mankato, MN, with 8 years of industry experience. Jeremy 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
24078 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

340 Belgrade Ave, North Mankato, MN, 56003

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeremy is the owner of Candyman Inc, a family wholesale and vending company, where he handles administrative duties, dedicating minimal time. He also coaches a high school basketball team for Mankato School District, spending a few hours per week, all during trading hours.

Employment History
Current Registrations
Edward Jones
April 2019 - Present · 7 yrs 6 mos
Edward JonesBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2017 - February 2019 · 1 yr 4 mos
State Registrations14 states
AKAZCACOFLIAILKSMNMOPASDTXWI
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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