Andrew Little
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westerville, OH 43081
Credentials
Series 66
Industry experience
5 years
Andrew Little is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his financial services career, he held positions in education at various institutions including Olentangy Local Schools and Walsh University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
6357 N Hamilton Rd., Suite B
Westerville, OH 43081
Ohio
Edward Jones
2020 - Present (6 years)
Menards Inc.
2018 - 2018 (1 year)
Olentangy Local Schools
2017 - 2020 (3 years)
Educational Service Center of Central Ohio
2017 - 2020 (3 years)
Canton Local Schools
2016 - 2017 (1 year)
Dover High School and Walsh University
2010 - 2016 (6 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Is not active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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