Anneliesa
Alexander
Edward Jones
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About this Advisor
Anneliesa Alexander is an investment advisor who lives in Tempe, Arizona. Currently a registered investment advisor with Edward Jones, they have accrued 12 years of professional experience as an investment advisor. Alexander has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Alexander is registered to operate in Arizona. Alexander has spent their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 additional offices in the nation. As a company, Edward Jones oversees $329 billion in assets covering 3,047,151 accounts and employs more than 23,408 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. 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.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Edward Jones Brokerage Details
$328,988,570,418
23,408
3,047,151
$107,966
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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
Anneliesa Alexander Work History
Anneliesa has 13 years of experience.
Edward Jones
Disclosures
Anneliesa Alexander has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.