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About this Advisor
Aanchal Sethi is a financial advisor whose office is in Tempe, Arizona. Currently a registered investment advisor at Edward Jones, Sethi has 11 years of work experience. Sethi holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Sethi is registered to serve investors based out of Arizona. Their career trajectory has included roles at Independent Consultant, Pragati Leadership Institute, Velocity Partner and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 other offices in the nation. In aggregate, Edward Jones manages $329 billion in assets throughout 3,047,151 client accounts and retains more than 23,408 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients 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
Aanchal Sethi Work History
Aanchal has 12 years of experience.
Pragati Leadership Institute
Aanchal Sethi has no disclosures.
Please visit their SEC profile for more details.
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