Jack
Giamportone

Edward Jones

CRD#2094605
Investment Advisor
in Raleigh, NC
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About this Advisor

Jack Giamportone is a certified financial planner working in Raleigh, North Carolina, who has been in the financial industry for 19 years. Giamportone is an advisor for Edward Jones. They have been an employee of Edward Jones for their whole career. Giamportone has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Edward Jones is a business based in Raleigh, North Carolina. It has offices in 12,884 locations and a total of 23,510 people on staff. It manages $312 billion in assets across its 2,500,304 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 852 charities and foundations. Of its 2,500,304 accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. The firm offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on the financial services provided. Fee types charged by Edward Jones most likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

Yes

Office Location

9212 Falls Of Neuse Suite 121
Raleigh, NC 27615

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Edward Jones Brokerage Details

Total Assets Under Management

$311,986,498,067

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

23,510

NC Average: 458
Total Number of Accounts

2,500,304

NC Average: 33,415
Average Account Size

$124,779

NC 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

Jack Giamportone Work History

Jack has 19 years of experience.

1999 - Present (20 years)

Edward D. Jones & Co., L.P

Disclosures

Jack Giamportone has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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