HR
CFP
HR
CFP

Hannah Ramsey

7 Years of Experience
Farmville, VA
Broker

Hannah Ramsey is a CFP-designated registered investment advisor at Edward Jones, based in Farmville, VA, with 7 years of industry experience. Hannah 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
—
Loading...

Location

306 A East Third Street, Farmville, VA, 23901

Get directions

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.

Learn about disclosures →
Other Business Activities

Hannah is the head cheerleading coach for Prince Edward County Schools since 2016, dedicating minimal time to this activity. This involves supervising a local competition cheer team at practices, day camp, and competitions.

Employment History
Current Registrations
Edward Jones
March 2020 - Present · 6 yrs 7 mos
Edward JonesBroker
September 2019 - Present · 7 yrs 1 mo
State Registrations17 states
ALAZDEFLINMAMDMTNCNJNYPASCTNUTVAWV
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.