Jason Cobb is a registered investment advisor at Edward Jones, based in Onalaska, WI, with 7 years of industry experience. Jason 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
831 Critter Ct 100, Onalaska, WI, 54650-8674
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Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Jason is the founder of Mina Investments LLC, established in 2018, and owns rental properties in the La Crosse area. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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
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