Jason
Marsh

Edward Jones

CRD#6327039
Investment Advisor
in Tempe, AZ

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About this Advisor

Jason Marsh is a financial advisor who works in Tempe, Arizona, who has 17 years of work experience. Marsh works at Edward Jones. During their career, the advisor has held roles at Edward Jones, Arizona State University and Bank Of America. Marsh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Arizona and Connecticut. Edward Jones is a financial advisory company that has its headquarters in Tempe, Arizona. The investment advisory business has offices in 13,586 locations and a total of 23,408 financial advisors. It administers $329 billion in assets among its 3,047,151 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 958 charities and foundations. Of its 3,047,151 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets. The company has a wide array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Edward Jones can consist of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

18 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

Yes

Office Location

8640 S 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

Jason Marsh Work History

Jason has 18 years of experience.

2014 - Present (6 years)

Edward Jones

2013 - 2014 (1 year)

Arizona State University

2002 - 2012 (10 years)

Bank Of America

Disclosures

Jason Marsh has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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