Bret
Strong

Edward Jones

CRD#6165192
Investment Advisor
in Tempe, AZ

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About this Advisor

Bret Strong is an investment advisor in Tempe, Arizona. Currently an advisor at Edward Jones, they have accumulated 11 years of work experience. Strong has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Strong can work with customers based out of Arizona. Strong has gained experience at Edward Jones, Chandler Unified School District, U.S. Army Reserve, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Edward Jones is based out of Tempe, Arizona, and has 12,884 additional brick-and-mortar locations throughout the country. In total, Edward Jones oversees $312 billion in assets across 2,500,304 accounts and retains more than 23,510 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones provides 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

Series 66

Years of Experience

11 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

Yes

Office Location

8333 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

Bret Strong Work History

Bret has 11 years of experience.

2016 - Present (3 years)

Edward Jones

2009 - Present (10 years)

U.S. Army Reserve

2016 - 2016 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Bank Of America, N.A

2013 - 2015 (2 years)

Edward Jones

2007 - 2012 (5 years)

Chandler Unified School District

Disclosures

Bret Strong has 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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