Jesse Deaver is a registered investment advisor at Edward Jones, based in Southlake, TX, with 2 years of industry experience. Jesse 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
2102 E State Highway 114, Suite 215, Southlake, TX, 76092
Get directionsHistory
Regulatory History (5)
Financial
May 2021Financial
April 2021Financial
December 2020Financial
December 2020Financial
October 2020Other Business Activities
Jesse is an independent business owner with Amway Corporation since 2018. He has no responsibilities and dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations15 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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