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About this Advisor
Jamie Buchanan is an investment advisor based in Tempe, Arizona. Currently a registered investment advisor at Edward Jones, they have gathered 11 years of professional experience in the financial advisory industry. Buchanan maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Buchanan is registered to act as an advisor in Arizona. Buchanan has spent their complete career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 other locations in the United States. Overall, Edward Jones manages $329 billion in assets throughout 3,047,151 accounts and employs more than 23,408 people. The amount of assets the firm manages makes it one of the largest investment advisory 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 investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones can offer 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
Jamie Buchanan Work History
Jamie has 12 years of experience.
Jamie Buchanan has no disclosures.
Please visit their SEC profile for more details.
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