Ashlyn Burtle

Advisor at Edward Jones

Updated today

Location

Newberry, FL 32669

Credentials

Series 66

Industry experience

2 years

About

Ashlyn Burtle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for six years at Doctors Imaging Group and has a background in medical imaging spanning a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Military & Veterans

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Fee options

Percentage

$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)

Other

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.

Location

1845 Sw 249 Th Dr

Newberry, FL 32669

Most active in

Florida · Texas

Work history

Edward Jones

2023 - Present (3 years)

Doctors Imaging Group

2017 - 2023 (6 years)

North Florida Regional Medical Center

2015 - 2017 (2 years)

Ultrasound Technologist

2013 - 2023 (10 years)

Mobile Imaging Co

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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