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About this Advisor
Elizabeth Gilbertson is a financial advisor in Tempe, Arizona. Currently an advisor at Edward Jones, Gilbertson has 14 years of experience as a registered advisor. Gilbertson maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Gilbertson can serve clients in Arizona. Gilbertson has spent their complete career at Edward Jones. Edward Jones is located in Tempe, Arizona, and operates out of 13,586 other locations in the nation. Overall, Edward Jones oversees $329 billion in assets throughout 3,047,151 client accounts and retains more than 23,408 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $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 may charge clients 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
Elizabeth Gilbertson Work History
Elizabeth has 15 years of experience.
Elizabeth Gilbertson has no disclosures.
Please visit their SEC profile for more details.
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