Elizabeth
Gilbertson

Edward Jones

CRD#4915893
Investment Advisor
in Tempe, AZ

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About this Advisor

Elizabeth Gilbertson is a financial advisor who works in Tempe, Arizona, with a total of 13 years of professional experience. Gilbertson is an advisor for Edward Jones. They have been with Edward Jones for their whole career. Gilbertson has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Arizona and Missouri. Edward Jones is a company that has its headquarters in Tempe, Arizona. It has offices in 12,884 locations and a total of 23,510 advisors. It administers $312 billion in assets across its 2,500,304 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 852 charitable organizations. Of its 2,500,304 customer accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. Edward Jones provides a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. Fee types charged by Edward Jones may include asset-based and other fees.

Certifications and Registrations

Series 63, 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

Elizabeth Gilbertson Work History

Elizabeth has 13 years of experience.

2005 - Present (14 years)

Edward Jones

Disclosures

Elizabeth Gilbertson 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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