Jonathan Scheer, financial advisor Tell City IN

Jonathan Scheer

CRD Number: 1888472
Current Firm: Edward Jones

Jonathan Scheer (CRD# 1888472) is an Investment Advisor Representative working at Edward Jones in Tell City, IN and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Edward D. Jones & Company, LP Tell City, IN Jun 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Jonathan W. Scheer
Phone Number: 314-515-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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