JT
JT

Jameel Toombs

3 Years of Experience
El Paso, TX
3 DisclosuresBroker

Jameel Toombs is a registered investment advisor at Edward Jones, based in El Paso, TX, with 3 years of industry experience. Jameel 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

4525 Sun Valley Dr Ste 108, El Paso, TX, 79924-2503

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2022
Final
Financial
June 2018
Final
Financial
June 2017
Final
Employment History
Current Registrations
Edward Jones
December 2024 - Present · 1 yr 10 mos
Edward JonesBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Allstate Financial Services, LLCBroker
May 2023 - October 2023 · 5 mos
Thrivent Investment Management INC.Broker
April 2022 - May 2023 · 1 yr 1 mo
State Registrations10 states
AZCOGAKYNDNMTXVAWAWY
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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