About this Advisor
Joel Waters is a financial advisor who works in Fremont, Nebraska, who has 11 years of professional experience. Waters is an advisor for Edward Jones. They have been an employee of Edward Jones for their complete career. Waters has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Nebraska and Texas. Edward Jones is a registered investment firm that has its headquarters in Fremont, Nebraska. The company has offices in 14,439 locations and a total of 25,919 advisors. It handles $423 billion in total assets across its 3,336,586 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 1,064 charitable organizations. Of its 3,336,586 client accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets. Edward Jones has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on which service is offered. However, fees charged by Edward Jones can include some blend 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
Joel Waters Work History
Joel has 11 years of experience.
Joel Waters has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones