Jonathan
Clegg

Edward Jones

CRD#5461233
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Jonathan Clegg is a financial advisor operating in Pleasant Grove, Utah, with a total of 13 years in the industry. Clegg is an employee of Edward Jones. They have been with Edward Jones for their complete career. Clegg maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Utah. Edward Jones is an advisory firm that has its headquarters in Pleasant Grove, Utah. The investment advisory business has offices in 14,439 locations and a total of 25,919 advisors. It oversees $423 billion in total assets among its 3,336,586 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 1,064 charitable organizations. Of its 3,336,586 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. The company provides 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 fee schedules largely depend on which service is provided. However, fees billed by Edward Jones can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

1809 W State Rd Bldg B1
Pleasant Grove, UT 84062

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

UT Average: 458
Total Number of Accounts

3,336,586

UT Average: 33,415
Average Account Size

$126,847

UT 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

Jonathan Clegg Work History

Jonathan has 13 years of experience.

2007 - Present (13 years)

Edward Jones

Disclosures

Jonathan Clegg 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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