Walter
Boost

Edward Jones

CRD#4584916
Investment Advisor
in Madison, AL

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About this Advisor

Walter Boost is an investment advisor whose office is in Madison, Alabama. Currently a registered advisor with Edward Jones, they have gathered 14 years of professional experience. Boost has a Series 63 license, designating the advisor as a securities agent. Boost can work with clients based out of Alabama and Texas. Boost has spent their complete career at Edward Jones. Edward Jones is headquartered in Madison, Alabama, and operates out of 14,439 additional offices across the United States. As a firm, Edward Jones manages $423 billion in assets across 3,336,586 client accounts and retains more than 25,919 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

165 Chestnut Dr Suite C
Madison, AL 35758

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

AL Average: $11,469,110,461
Total Number of Employees

25,919

AL Average: 458
Total Number of Accounts

3,336,586

AL Average: 33,415
Average Account Size

$126,847

AL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Walter Boost Work History

Walter has 14 years of experience.

2006 - Present (15 years)

Edward Jones

Disclosures

Walter Boost has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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