Alfredo
Fragoso

Edward Jones

CRD#6643254
Investment Advisor
in Tempe, AZ

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About this Advisor

Alfredo Fragoso is an advisor whose office is in Tempe, Arizona. Currently an advisor at Edward Jones, they have accumulated 10 years of work experience in the financial advisory industry. Fragoso holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Fragoso can work with investors in Arizona. Over the course of their career, they have held roles at University Of Arizona, Edward Jones, Rio Rico High School, Tucson Electric Power and Dillard'S. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 other locations across the nation. In aggregate, Edward Jones oversees $312 billion in assets across 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones offers 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

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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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

Alfredo Fragoso Work History

Alfredo has 10 years of experience.

2016 - Present (3 years)

Edward Jones

2014 - 2016 (2 years)

Tucson Electric Power

2013 - 2014 (1 year)

Dillard'S

2012 - 2016 (4 years)

University Of Arizona

2008 - 2012 (4 years)

Rio Rico High School

Disclosures

Alfredo Fragoso has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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