Azucena
Beltran

Edward Jones

CRD#6138433
Investment Advisor
in Tempe, AZ

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About this Advisor

Azucena Beltran is a financial advisor based in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have gathered 10 years of professional experience. Beltran has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Beltran is able to act as a financial advisor based out of Arizona. Beltran has gained experience at Edward Jones, Wells Fargo Bank and Full-Time Education. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 additional brick-and-mortar locations throughout the nation. As a registered advisory firm, Edward Jones manages $312 billion in assets across 2,500,304 accounts and employs more than 23,510 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have more 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

Azucena Beltran Work History

Azucena has 10 years of experience.

2012 - Present (7 years)

Edward Jones

2010 - 2012 (2 years)

Wells Fargo Bank

2008 - 2010 (2 years)

Full-Time Education

Disclosures

Azucena Beltran 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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