Caitlyn
Buttaro

Edward Jones

CRD#5915219
Investment Advisor
in Tempe, AZ

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About this Advisor

Caitlyn Buttaro is an advisor in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, Buttaro has 13 years of professional experience in the financial advisory industry. Buttaro holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Buttaro can serve customers in Arizona. Their career trajectory has included roles at Starbucks Coffee, Edward Jones, Regions Financial, Highland Community School District No. 5, Edward Jones Investments, City Of Highland, Scheffel & Company Pc, Maryville University and Yogis Steakhouse. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 other locations throughout the United States. As a company, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones can provide 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

13 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

Caitlyn Buttaro Work History

Caitlyn has 13 years of experience.

2014 - Present (5 years)

Edward Jones

2013 - 2014 (1 year)

Regions Financial

2012 - 2013 (1 year)

Highland Community School District No. 5

2011 - 2012 (1 year)

Starbucks Coffee

2011 - 2011 (< 1 year)

Edward Jones Investments

2009 - 2009 (< 1 year)

Scheffel & Company Pc

2009 - 2010 (1 year)

Yogis Steakhouse

2008 - 2012 (4 years)

Maryville University

2005 - 2014 (9 years)

City Of Highland

Disclosures

Caitlyn Buttaro 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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