Joel
Waters

Edward Jones

CRD#5631318
Investment Advisor
in Fremont, NE

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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

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

2215 North Clarkson
Fremont, NE 68025

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NE Average: 458
Total Number of Accounts

3,336,586

NE Average: 33,415
Average Account Size

$126,847

NE 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

Joel Waters Work History

Joel has 11 years of experience.

2009 - Present (12 years)

Edward Jones

Disclosures

Joel Waters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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