Edward Jones

Investment Advisor
in Peabody, MA

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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

Series 66

Years of Experience

13 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



Office Location

1 Main St Suite A
Peabody, MA 01960

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Edward Jones Brokerage Details

Total Assets Under Management


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


MA Average: 458
Total Number of Accounts


MA Average: 33,415
Average Account Size


MA 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

Joseph Lepore Work History

Joseph has 13 years of experience.

2018 - Present (2 years)

Edward Jones

2007 - 2018 (11 years)

Revere Public Schools


Joseph Lepore has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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