Jamie
Buchanan

Edward Jones

CRD#5548547
Investment Advisor
in Tempe, AZ

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About this Advisor

Jamie Buchanan is an investment advisor whose office is in Tempe, Arizona. Currently a registered advisor with Edward Jones, Buchanan has 11 years of professional experience as a financial advisor. Buchanan maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Buchanan is registered to operate in Arizona. Over the course of their career, they have held roles at Edward Jones and Tprs Publishing. Edward Jones is based out of Tempe, Arizona, and operates out of 12,884 locations in the United States. In aggregate, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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 may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Jamie Buchanan Work History

Jamie has 11 years of experience.

2008 - Present (11 years)

Edward Jones

2007 - 2008 (1 year)

Tprs Publishing

Disclosures

Jamie Buchanan 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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