Edward Jones

Investment Advisor
in Tempe, AZ

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About this Advisor

Christopher Swartz is a financial advisor operating out of Tempe, Arizona, who has 11 years of financial industry experience. Swartz is an advisor for Edward Jones. Over the course of their career, Swartz has held roles at Edward Jones Investments, Globaltranz, Full-Time Education, The Boeing Company, Us Airways, Imacoyote, Pine Cove Christian Camps and Peoria Unified School District. Swartz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Edward Jones is a financial advisory business that has its headquarters in Tempe, Arizona. The firm has offices in 13,586 locations and a total of 23,408 advisors. It has $329 billion in total assets between its 3,047,151 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 958 charitable organizations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Edward Jones offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services are offered. Fees charged by Edward Jones most likely include 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



Office Location

8640 S River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management


AZ Average: $11,469,110,461
Total Number of Employees


AZ Average: 458
Total Number of Accounts


AZ Average: 33,415
Average Account Size


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

Christopher Swartz Work History

Christopher has 12 years of experience.

2017 - Present (3 years)

Edward Jones Investments

2017 - 2017 (< 1 year)


2016 - 2016 (< 1 year)

Full-Time Education

2016 - 2016 (< 1 year)

Edward Jones Investments

2015 - 2015 (< 1 year)

The Boeing Company

2015 - 2016 (1 year)

Full-Time Education

2014 - 2015 (1 year)

Us Airways

2013 - 2013 (< 1 year)

Pine Cove Christian Camps

2010 - 2012 (2 years)

Peoria Unified School District

2009 - 2014 (5 years)


2008 - 2010 (2 years)

Full-Time Education


Christopher Swartz has no disclosures.

Please visit their SEC profile for more details.

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Brooks Farmer
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Jamie Mladenoff
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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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