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About this Advisor
Joseph Lepore is a financial advisor who works out of Peabody, Massachusetts, with a total of 12 years of financial industry experience. Lepore works at Edward Jones. The advisor has gained experience at Edward Jones and Revere Public Schools. Lepore holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Edward Jones is a financial advisory company that has its headquarters in Peabody, Massachusetts. It has offices in 13,586 locations and a total of 23,408 financial advisors. It handles $329 billion in assets under management between its 3,047,151 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 958 charitable organizations. Of its 3,047,151 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Edward Jones most likely are comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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
Joseph Lepore Work History
Joseph has 13 years of experience.
Revere Public Schools
Joseph Lepore has no disclosures.
Please visit their SEC profile for more details.
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