Aanchal
Sethi

About this Advisor

Aanchal Sethi is an advisor in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, Sethi has 10 years of professional experience. Sethi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Sethi can operate based out of Arizona. Over the course of their career, they have held roles at Independent Consultant, Pragati Leadership Institute, Velocity Partner and Edward Jones. Edward Jones is located in Tempe, Arizona, and has 12,884 other brick-and-mortar locations across the country. In total, Edward Jones manages $312 billion in assets throughout 2,500,304 accounts and retains more than 23,510 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones can offer 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.