Azucena
Beltran

Edward Jones

CRD#6138433
Investment Advisor
in Tempe, AZ

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About this Advisor

Azucena Beltran is a financial advisor operating out of Tempe, Arizona, who has been in the advisory business for 11 years. Beltran currently works for Edward Jones. Over the course of their career, they have held roles at Edward Jones, Wells Fargo Bank and Full-Time Education. Beltran has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Edward Jones is a company that has its headquarters in Tempe, Arizona. The company has offices in 13,586 locations and a total of 23,408 financial advisors. It controls $329 billion in assets under management between its 3,047,151 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on the financial services provided. Fee types billed by Edward Jones most likely include some combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 12 years of experience.

2012 - Present (8 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

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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