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About this Advisor
Dana Del Rio is a financial advisor whose office is in Tempe, Arizona. Currently a registered advisor at Edward Jones, Del Rio has 14 years of work experience. Del Rio maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Del Rio is registered to act as a financial advisor in Arizona. Their career trajectory has included roles at Hallmark Corporation, Edward Jones and Target Corporation. Edward Jones is based out of Tempe, Arizona, and operates out of 12,884 other brick-and-mortar locations throughout the country. In total, Edward Jones manages $312 billion in assets throughout 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. 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 firm's customers are high-net-worth individuals, meaning they have over $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's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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
Dana Del Rio Work History
Dana has 14 years of experience.
Dana Del Rio has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO