Joseph
Lepore

Edward Jones

CRD#6983193
Investment Advisor
in Peabody, MA

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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

Series 66

Years of Experience

11 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

Peabody, MA

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

MA Average: 458
Total Number of Accounts

3,047,151

MA Average: 33,415
Average Account Size

$107,966

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 11 years of experience.

2018 - Present (1 year)

Edward Jones

2007 - 2018 (11 years)

Revere Public Schools

Disclosures

Joseph Lepore has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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