Jeffery Pleet is a ChFC-designated registered investment advisor at Edward Jones, based in Oak Harbor, WA, with 51 years of industry experience. Jeffery 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
630 Southeast Midway Boulevard, Oak Harbor, WA, 98277
Get directionsHistory
Regulatory History
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
Jeffery is the President of Merry Heart Chicks, LLC, a holding company formed in case they acquire rental property in the future. He spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Riversource Fund Distributors, INC.Broker
Mutual of America Securities CorporationBroker
Mutual of America Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations20 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
More Advisors
- Susan Powers, CFP, ChFCEdward Jones
- Carol Lawson, ChFCState Farm Investment Management CORP.
- Randall Wall, CFPPenn Cove Financial, LLC