AB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22592 advisors
Number of Clients
3,743,795 clients
Average Client Portfolio
$220K average
Assets Under Management
$825.0B
Fee Structure
This document describes Edward Jones' Investment Advisory Program (IAP). Fees are asset-based, meaning you'll pay a percentage of the assets managed in your account. The specific fee structure is not detailed in this excerpt. Contact your financial advisor or visit edwardjones.com/advisorybrochures for more information on fees and minimum investment requirements.
Areas of Practice
Investment Management
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Advisor Information
Office location
200 Front Street Suite 2B, Beaver Dam, WI, 53916
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Edward Jones
May 2021 - Present · 4 yrs 8 mos
Edward Jones Broker
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Mwa Financial Services, INC.
February 2020 - June 2021 · 1 yr 4 mos
Mwa Financial Services INC. Broker
March 2018 - June 2021 · 3 yrs 3 mos
State Registrations17 states
AZCACOCTFLIAILINKYMAMIMNMTNDOHTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.