JF
CFP
JF
CFP

Jessica Fritcher

7 Years of Experience
Pana, IL
Broker

Jessica Fritcher is a CFP-designated registered investment advisor at Edward Jones, based in Pana, IL, with 7 years of industry experience. Jessica 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

110 East 3rd, Pana, IL, 62557

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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

Jessica is a trustee for the Village of Stewardson City Hall Board since December 2022. She dedicates minimal time to helping with the needs of the Village and Board, excluding anything financial.

Employment History
Current Registrations
Edward Jones
May 2021 - Present · 5 yrs 5 mos
Edward JonesBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2020 - April 2021 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2020 - April 2021 · 7 mos
Wells Fargo Clearing Services, LLC
August 2019 - September 2020 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2019 - September 2020 · 1 yr 3 mos
State Registrations19 states
ALARAZCOFLIAILINKYMIMNMONENYOKTNTXVAWI
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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