Berlyn Carkner is a registered investment advisor at Edward Jones, based in Chelan, WA. Berlyn 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
410 E Woodin Ave, Chelan, WA, 98816
Get directionsHistory
Regulatory History (3)
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Financial
November 2025Final
Financial
September 2025Final
Financial
September 2025Final
Employment History
Current Registrations
Edward Jones
February 2026 - Present · 8 mos
Edward JonesBroker
December 2025 - Present · 10 mos
State Registrations9 states
AZIDKYMNMOMTNVORWA
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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