Rebecca Davison is a registered investment advisor at Edward Jones, based in Beaver Dam, WI, with 2 years of industry experience. Rebecca 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
1503 N Spring St, Beaver Dam, WI, 53916
Get directionsHistory
Regulatory History (5)
Judgment / Lien
January 2021Criminal
July 2020Financial
January 2020Financial
April 2019Financial
February 2019Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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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