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About Edward Jones |
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General Information |
Years of Experience in Financial Services: |
24
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Work Experience: |
I began my career in the financial services industry in 1996. I moved to Mount Dora and joined Edward Jones in 2012, and I am currently a limited partner with the firm.
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States Licensed in: |
AL,AZ,CA,CO,FL,GA,IL,MD,MA,MI,MS,MO,NJ,NY,NC,OH,PA,SC,TN,TX,VA,WI
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Number of Years with Current Firm: |
12
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Insurance License#: |
A254463
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Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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States Willing to do Business in: |
Mount Dora, FL
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Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting
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Services |
Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
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Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
Securities Licenses: |
Series 6, Series 7, Series 24
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Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
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Firm Information |
Assets Managed by Advisor: |
$100,000,000
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Advisor's Number of Clients: |
300
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Advisor's Number of Planning Clients: |
100
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Advisor's Number of Managed Clients: |
175
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Compliance |
Criminal Disclosures in Last 5 years: |
I have a clean record
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Compliance Disclosures in Last 5 years: |
I have a clean record
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Registered Investment Advisor: |
Yes
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Acknowledged fiduciary: |
Yes
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Compensation and Fees |
Fee % Based on Assets: |
1.35%
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Compensation Methods: |
Based on Assets, Commissions
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Minimum Portfolio Size for New Managed Accounts: |
$100,000
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Minimum Fee Charged for Managed Accounts: |
$50.00
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