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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
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
Jonathan Clegg Work History
Jonathan has 13 years of experience.
Jonathan Clegg has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones