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Arthur Manfredi

2 Years of Experience
Jensen Beach, FL
3 DisclosuresBroker

Arthur Manfredi is a registered investment advisor at Edward Jones, based in Jensen Beach, FL, with 2 years of industry experience. Arthur 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

1915 NE Ricou Terrace, Jensen Beach, FL, 34957

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2023
Final
Financial
July 2023
Final
Criminal
September 2002
Final Disposition
Other Business Activities

Arthur is the owner of Artie Manfredi Inc, a real estate business in Livermore, CO, since 2019. He has no responsibilities and dedicates no time to this business.

Employment History
Current Registrations
Edward Jones
March 2024 - Present · 2 yrs 7 mos
Edward JonesBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
November 2023 - March 2024 · 4 mos
Cetera Advisor Networks LLCBroker
November 2023 - March 2024 · 4 mos
State Registrations23 states
ALARAZCACOCTFLINKYMAMDMONCNJNYOHOKPASCTNTXVAWY
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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