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About this Advisor
Joseph Lepore is an advisor whose office is in Peabody, Massachusetts. Currently an investment advisor with Edward Jones, Lepore has 11 years of work experience in the financial advisory industry. Lepore maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lepore can advise clients in Massachusetts. Lepore has gained experience at Revere Public Schools and Edward Jones. Edward Jones is located in Peabody, Massachusetts, and operates out of 12,884 locations in the United States. In total, Edward Jones manages $312 billion in assets dispersed across 2,500,304 accounts and retains more than 23,510 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients 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 11 years of experience.
Revere Public Schools
Joseph Lepore has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO