Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Gramze is a financial advisor based in Tempe, Arizona. Currently a registered advisor with Edward Jones, Gramze has 13 years of work experience. Gramze holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Gramze can act as a financial advisor based out of Arizona. Gramze has worked their complete career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 other brick-and-mortar locations in the United States. Overall, Edward Jones manages $312 billion in assets dispersed across 2,500,304 accounts and retains more than 23,510 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable 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's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Adam Gramze Work History
Adam has 13 years of experience.
Adam Gramze has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO