Derek Mantel, financial advisor Seven Hills OH
89 score

Derek Mantel

CRD Number: 6271223
Current Firm: Edward Jones

Derek Mantel (CRD# 6271223) is an Investment Advisor Representative working at Edward Jones in Seven Hills, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Dec 2013 - Current 3
Trinity Pension Consultants, Inc. Akron, OH Jul 2008 - Nov 2013 5
Brockman, Coats, Gedelian Akron, OH Sep 2006 - Jun 2008 1
Brott Mardis & Company Akron, OH Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Derek D. Mantel
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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