Deana
Peters

Edward Jones

CRD#4907592
Investment Advisor
in Tempe, AZ

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About this Advisor

Deana Peters is an investment advisor in Tempe, Arizona. Currently a registered advisor with Edward Jones, Peters has 13 years of professional experience in the financial advisory industry. Peters maintains Series 66 and Series 63 licenses, certifying them as a securities representative. Peters can work with customers in Arizona. Peters has worked their entire career at Edward Jones. Edward Jones is located in Tempe, Arizona, and has 12,884 additional brick-and-mortar locations across the United States. As an advisory firm, Edward Jones oversees $312 billion in assets throughout 2,500,304 accounts and retains more than 23,510 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. 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, Series 63

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

Deana Peters Work History

Deana has 13 years of experience.

2005 - Present (14 years)

Edward Jones

Disclosures

Deana Peters 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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